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A.O. Smith

434 hedge funds and large institutions have $4.96B invested in A.O. Smith in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 162 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $6.43M

1% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 162

0.46% more ownership

Funds ownership: 96.05%96.51% (+0.46%)

6% less funds holding

Funds holding: 463434 (-29)

21% less capital invested

Capital invested by funds: $6.27B → $4.96B (-$1.31B)

28% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 88

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
434
Holders Change
-29
Holders Change %
-6.26%
% of All Funds
9.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
63
Increased
164
Reduced
162
Closed
88
Calls
$6.67M
Puts
$6.43M
Net Calls
+$241K
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Change in
Stake
TL
401
TrueWealth LLC
Georgia
$5K +$43 +1 +0.7%
HWM
402
HighMark Wealth Management
Minnesota
$5K +$1.15K +27 +25%
TCOV
403
Trust Company of Vermont
Vermont
$5K +$5.54K +130 New
EI
404
Ellevest Inc
New York
$5K +$6.01K +141 New
VNA
405
Valley National Advisers
Pennsylvania
$4K
SIAS
406
Shine Investment Advisory Services
Colorado
$4K +$2K +47 +94%
Twin Tree Management
407
Twin Tree Management
Texas
$4K +$4.39K +103 New
GWM
408
Geneos Wealth Management
Colorado
$3K -$29K -681 -87%
BCA
409
Berman Capital Advisors
Georgia
$3K -$3.62K -85 -43%
EARNEST Partners
410
EARNEST Partners
Georgia
$3K
SL
411
Savior LLC
Massachusetts
$3K
VFA
412
Valeo Financial Advisors
Indiana
$3K
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$3K +$128 +3 +5%
SLF
414
Sun Life Financial
Ontario, Canada
$3K +$128 +3 +4%
GCM
415
Gables Capital Management
Florida
$3K +$3.58K +84 New
TWA
416
TCI Wealth Advisors
Arizona
$3K +$3.67K +86 New
AssetMark Inc
417
AssetMark Inc
California
$2K -$2.9K -68 -60%
CFGS
418
Concourse Financial Group Securities
Alabama
$2K +$511 +12 +29%
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.75K +41 New
CFG
420
Citizens Financial Group
Rhode Island
$2K +$1.88K +44 New
ABC
421
Associated Banc-Corp
Wisconsin
$2K +$2.26K +53 New
APA
422
American Portfolios Advisors
New York
$1.13K -$43.4K -1,019 -97%
GFPC
423
Global Financial Private Client
Florida
$1.07K
LC
424
Lindbrook Capital
California
$1K -$18.4K -431 -93%
AF
425
Advisornet Financial
Minnesota
$1K