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A.O. Smith
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Overview Fund Activity

495 hedge funds and large institutions have $8.29B invested in A.O. Smith in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 158 increasing their positions, 172 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+28
Holders Change %
+6%
% of All Funds
11.36%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
75
Increased
158
Reduced
172
Closed
40
Calls
$7.01M
Puts
$17M
Net Calls
-$9.98M
Net Calls Change
-$5.86M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$98.6M
2
ProShare Advisors
ProShare Advisors
Maryland
$67.8M
3
Select Equity Group
Select Equity Group
New York
$269M
4
PI
Putnam Investments
Massachusetts
$53.6M
5
RP
Riverbridge Partners
Minnesota
$45.9M

Top Sellers

1
AAMU
AEGON Asset Management (UK)
United Kingdom
$0
2
State Street
State Street
Massachusetts
$454M
3
ORI
Oak Ridge Investments
Illinois
$24M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$6.28M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
426
Integrated Investment Consultants
Michigan
$78K +$78K +1,230 New
NC
427
NewSquare Capital
Pennsylvania
$76K – – –
CAPTRUST Financial Advisors
428
CAPTRUST Financial Advisors
North Carolina
$76K +$14.2K +230 +23%
GWM
429
Geneos Wealth Management
Colorado
$64K -$12.6K -200 -16%
CPIG
430
Chicago Partners Investment Group
Illinois
$64K +$64K +1,000 New
VCM
431
Versant Capital Management
Arizona
$54K -$1.4K -22 -3%
PFBT
432
Parkside Financial Bank & Trust
Missouri
$51K +$51K +800 New
SPIA
433
Steward Partners Investment Advisory
New York
$50K – – –
NIT
434
NumerixS Investment Technologies
British Columbia, Canada
$50K +$50K +800 New
HNB
435
Huntington National Bank
Ohio
$46K +$46K +718 New
MRCM
436
M&R Capital Management
New Jersey
$44K – – –
GT
437
Greenleaf Trust
Michigan
$44K +$31.4K +489 +248%
PCP
438
Proficio Capital Partners
Massachusetts
$42K – – –
RFA
439
Reilly Financial Advisors
California
$39K +$13.3K +210 +52%
AF
440
Advisornet Financial
Minnesota
$34K – – –
TF
441
Tompkins Financial
New York
$32K +$32K +496 New
PHK
442
Point72 Hong Kong
Hong Kong
$32K +$32K +501 New
AF
443
Arrow Financial
New York
$29K – – –
MCWS
444
McKinley Carter Wealth Services
West Virginia
$29K +$29K +456 New
CAW
445
Cornerstone Advisors (Washington)
Washington
$28K – – –
GI
446
Gradient Investments
Minnesota
$27K – – –
FPFS
447
First Personal Financial Services
North Carolina
$26K -$14.2K -221 -35%
CFA
448
Carroll Financial Associates
North Carolina
$24K +$4.37K +71 +22%
KTC
449
Kistler-Tiffany Companies
Pennsylvania
$23K – – –
CCA
450
Clearwater Capital Advisors
Illinois
$23K +$23K +360 New
16 17
18
19 20