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A.O. Smith
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Overview Fund Activity

508 hedge funds and large institutions have $7.07B invested in A.O. Smith in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 217 increasing their positions, 143 reducing their positions, and 46 closing their positions.

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
11.63%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.11%
New
63
Increased
217
Reduced
143
Closed
46
Calls
$20.6M
Puts
$36.5M
Net Calls
-$15.9M
Net Calls Change
+$16.3M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$151M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$231M
4
DDC
4
DF Dent & Co
Maryland
$33.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$31.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Invesco
3
Invesco
Georgia
$120M
4
PI
4
Putnam Investments
Massachusetts
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$213M
Name Market Value Shares Shares
Change 		Shares
Change %
EMG
426
ETF Managers Group
New Jersey
$95K 1,771 +186 +12%
IUHSA
427
Itau Unibanco Holding S.A.
Brazil
$93K 1,735 +1,735 New
LFG
428
LifePlan Financial Group
Ohio
$88K 1,650 – –
APA
429
American Portfolios Advisors
New York
$83.7K 1,569 +222 +16%
ASN
430
Advisory Services Network
Georgia
$78K 1,460 -31 -2%
RIM
431
Rampart Investment Management
Connecticut
$77.6K 4,282 +2,798 +189%
FIB
432
First Interstate Bank
Montana
$75K 1,400 – –
RCAG
433
Rehmann Capital Advisory Group
Michigan
$72.5K 1,359 +40 +3%
LS
434
Livforsakringsbolaget Skandia
Sweden
$69K 1,300 -900 -41%
NC
435
NewSquare Capital
Pennsylvania
$64K 1,200 – –
CFGS
436
Concourse Financial Group Securities
Alabama
$62K 1,160 +1,160 New
JA
437
JOYN Advisors
Georgia
$60K 1,131 -48 -4%
Lazard Asset Management
438
Lazard Asset Management
New York
$59K 1,111 – –
GWM
439
Geneos Wealth Management
Colorado
$54K 1,013 – –
RMC
440
Resources Management Corp
Connecticut
$51K 960 +960 New
WSTAM
441
Wilbanks Smith & Thomas Asset Management
Virginia
$49K 918 +918 New
PFBT
442
Parkside Financial Bank & Trust
Missouri
$44K 833 – –
VCM
443
Versant Capital Management
Arizona
$43K 814 -35 -4%
CPIG
444
Chicago Partners Investment Group
Illinois
$43K 1,006 +3 +0.3%
SPIA
445
Steward Partners Investment Advisory
New York
$42K 794 – –
CGT
446
Capital Guardian Trust
California
$41K 770 +770 New
MRCM
447
M&R Capital Management
New Jersey
$37K 700 – –
PCP
448
Proficio Capital Partners
Massachusetts
$34K 642 -22 -3%
RFA
449
Reilly Financial Advisors
California
$33K 615 – –
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.4K 570 +570 New
16 17
18
19 20