We are live on ! Find out more
AOS icon

A.O. Smith

450 hedge funds and large institutions have $6.26B invested in A.O. Smith in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% more ownership

Funds ownership: 90.6%94.85% (+4.2%)

6% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $9.3M

4% more capital invested

Capital invested by funds: $6.01B → $6.26B (+$242M)

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

6% less funds holding

Funds holding: 478450 (-28)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 75

Holders
450
Holders Change
-28
Holders Change %
-5.86%
% of All Funds
9.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
48
Increased
162
Reduced
173
Closed
75
Calls
$9.89M
Puts
$9.3M
Net Calls
+$588K
Net Calls Change
+$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Parallel Advisors
California
$25K +$17.6K +381 +270%
FHA
402
First Horizon Advisors
Tennessee
$24K
LC
403
Lindbrook Capital
California
$22K
TF
404
Tompkins Financial
New York
$22K
EW
405
Evoke Wealth
California
$21.3K +$20.6K +446 New
AF
406
Arrow Financial
New York
$21K
GI
407
Gradient Investments
Minnesota
$21K
GLI
408
Guardian Life Insurance
New York
$20K
VCM
409
Versant Capital Management
Arizona
$19K -$2.59K -56 -12%
PFO
410
Pathstone Family Office
New Jersey
$19K +$92 +2 +0.5%
KTC
411
Kistler-Tiffany Companies
Pennsylvania
$17K
RFA
412
Reilly Financial Advisors
California
$17K
WC
413
Weil Company
California
$14K +$13.9K +300 New
TCM
414
Tradewinds Capital Management
Washington
$13K
CFA
415
Carroll Financial Associates
North Carolina
$12K -$20.4K -442 -62%
GRP
416
Global Retirement Partners
California
$12K -$324 -7 -3%
AIM
417
AIA Investment Management
Singapore
$11K +$10.3K +222 New
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$10K
BCA
419
Berman Capital Advisors
Georgia
$9K +$46 +1 +0.5%
RIA
420
Realta Investment Advisors
Delaware
$9K +$46 +1 +0.5%
CCM
421
Covington Capital Management
California
$8K
GAM
422
Gemmer Asset Management
California
$8K
NIC
423
Northwest Investment Counselors
Oregon
$8K +$7.95K +172 New
TL
424
TrueWealth LLC
Georgia
$7K
SLF
425
Sun Life Financial
Ontario, Canada
$5K -$46 -1 -0.9%