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A.O. Smith

468 hedge funds and large institutions have $7.82B invested in A.O. Smith in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 160 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 35

14% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 160

5% more funds holding

Funds holding: 446468 (+22)

1% more capital invested

Capital invested by funds: $7.75B → $7.82B (+$68.5M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.29% less ownership

Funds ownership: 89.13%87.83% (-1.3%)

59% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $6.96M

Holders
468
Holders Change
+22
Holders Change %
+4.93%
% of All Funds
10.61%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
62
Increased
182
Reduced
160
Closed
35
Calls
$2.85M
Puts
$6.96M
Net Calls
-$4.12M
Net Calls Change
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
426
Santori & Peters Inc
Pennsylvania
$19K +$19.8K +326 New
SFG
427
SevenBridge Financial Group
Pennsylvania
$18K
YWP
428
YorkBridge Wealth Partners
New York
$18K +$17.7K +291 New
GAM
429
Gemmer Asset Management
California
$17K
TCM
430
Tradewinds Capital Management
Washington
$16K
STA
431
Summit Trail Advisors
New York
$15K +$13.4K +220 New
GT
432
Greenleaf Trust
Michigan
$12K -$5.52K -91 -32%
PG
433
Patten Group
Tennessee
$12K
CBOA
434
Commonwealth Bank of Australia
Australia
$12K +$6.07K +100 +100%
MOS
435
MGO One Seven
Ohio
$12K +$12.1K +199 New
SWP
436
Stratos Wealth Partners
Ohio
$12K +$12.2K +201 New
LA
437
Legacy Advisors
Pennsylvania
$12K +$12.4K +204 New
WIM
438
Westside Investment Management
California
$10.3K
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$9K +$2.67K +44 +44%
KA
440
Kaizen Advisory
Illinois
$9K +$8.44K +139 New
TL
441
TrueWealth LLC
Georgia
$8K +$8.25K +136 New
PA
442
Parallel Advisors
California
$7K
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$7K +$61 +1 +0.9%
CG
444
Cutler Group
California
$6K -$26.3K -433 -82%
AW
445
Alpha Windward
Massachusetts
$6K -$23.8K -392 -79%
QCG
446
Quadrant Capital Group
Ohio
$6K
IWP
447
Icon Wealth Partners
Texas
$6K +$6.01K +99 New
CHP
448
Cable Hill Partners
Oregon
$6K +$6.07K +100 New
MSA
449
Marino Stram & Associates
Massachusetts
$6K +$6.07K +100 New
MWM
450
MinichMacGregor Wealth Management
New York
$6K +$6.62K +109 New