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A.O. Smith

499 hedge funds and large institutions have $7.67B invested in A.O. Smith in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

1% more funds holding

Funds holding: 496499 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.16% less ownership

Funds ownership: 89.67%89.5% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 180

7% less capital invested

Capital invested by funds: $8.29B → $7.67B (-$616M)

87% less call options, than puts

Call options by funds: $4.89M | Put options by funds: $37.1M

Holders
499
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
11.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
55
Increased
173
Reduced
180
Closed
47
Calls
$4.89M
Puts
$37.1M
Net Calls
-$32.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
426
Thompson Davis & Co
Virginia
$85K
GXMC
427
Global X Management Company
New York
$85K +$6.05K +96 +7%
FIB
428
First Interstate Bank
Montana
$83K
APA
429
American Portfolios Advisors
New York
$79.7K +$819 +13 +1%
RCAG
430
Rehmann Capital Advisory Group
Michigan
$78K -$63K -1,000 -43%
NC
431
NewSquare Capital
Pennsylvania
$72K
JA
432
JOYN Advisors
Georgia
$70K -$31.1K -493 -29%
Lazard Asset Management
433
Lazard Asset Management
New York
$65K +$70K +1,111 New
GWM
434
Geneos Wealth Management
Colorado
$59K
CPIG
435
Chicago Partners Investment Group
Illinois
$59K +$189 +3 +0.3%
VCM
436
Versant Capital Management
Arizona
$50K -$126 -2 -0.2%
PFBT
437
Parkside Financial Bank & Trust
Missouri
$49K +$2.08K +33 +4%
SPIA
438
Steward Partners Investment Advisory
New York
$47K
MRCM
439
M&R Capital Management
New Jersey
$41K
PCP
440
Proficio Capital Partners
Massachusetts
$39K
RFA
441
Reilly Financial Advisors
California
$36K
C
442
Cerebellum
California
$34K +$36.3K +576 New
IWP
443
Icon Wealth Partners
Texas
$34K +$36.6K +580 New
AF
444
Advisornet Financial
Minnesota
$33K +$756 +12 +2%
CFA
445
Carroll Financial Associates
North Carolina
$32K +$10.1K +160 +41%
EA
446
Edge Advisors
Georgia
$30K -$58K -920 -64%
TF
447
Tompkins Financial
New York
$29K
AF
448
Arrow Financial
New York
$27K
CAW
449
Cornerstone Advisors (Washington)
Washington
$26K
GI
450
Gradient Investments
Minnesota
$26K