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A.O. Smith

518 hedge funds and large institutions have $6.79B invested in A.O. Smith in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 204 increasing their positions, 153 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

45% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 67

33% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 153

25% more capital invested

Capital invested by funds: $5.41B → $6.79B (+$1.38B)

5% more funds holding

Funds holding: 492518 (+26)

0.29% less ownership

Funds ownership: 90.61%90.33% (-0.29%)

56% less call options, than puts

Call options by funds: $7.98M | Put options by funds: $18.2M

Holders
518
Holders Change
+26
Holders Change %
+5.28%
% of All Funds
11.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
97
Increased
204
Reduced
153
Closed
67
Calls
$7.98M
Puts
$18.2M
Net Calls
-$10.2M
Net Calls Change
-$570K
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
426
Migdal Insurance & Financial Holdings
Israel
$146K +$2.93K +59 +2%
S
427
Seeyond
France
$137K
AIM
428
Assured Investment Management
New York
$129K +$120K +2,424 New
EMG
429
ETF Managers Group
New Jersey
$121K +$11.1K +224 +11%
APA
430
American Portfolios Advisors
New York
$120K +$4.92K +99 +5%
FMT
431
First Mercantile Trust
Tennessee
$118K -$19K -383 -15%
RIM
432
Rampart Investment Management
Connecticut
$114K +$36.5K +735 +53%
RCAG
433
Rehmann Capital Advisory Group
Michigan
$102K +$32.3K +650 +51%
RFC
434
Regions Financial Corp
Alabama
$97K -$62.1K -1,249 -41%
SO
435
STRS Ohio
Ohio
$95K -$3.68M -74,000 -98%
QI
436
QS Investors
New York
$95K -$2.04K -41 -2%
ZB
437
Zions Bancorporation
Utah
$90K +$83.6K +1,682 New
IUHSA
438
Itau Unibanco Holding S.A.
Brazil
$85K
OWD
439
Osborn Williams & Donohoe
Ohio
$71K +$64.4K +1,296 New
LS
440
Livforsakringsbolaget Skandia
Sweden
$69K
CAW
441
Cornerstone Advisors (Washington)
Washington
$66K +$36.2K +728 +143%
NC
442
NewSquare Capital
Pennsylvania
$64K
QCG
443
Quadrant Capital Group
Ohio
$58K +$54.3K +1,092 +1,560%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$52K -$1.04K -21 -2%
GWM
445
Geneos Wealth Management
Colorado
$51K +$994 +20 +2%
IWP
446
Icon Wealth Partners
Texas
$50K +$47K +946 New
CYG
447
Clean Yield Group
Vermont
$47K +$44.1K +888 New
MA
448
MUFG Americas
New York
$45K +$41.7K +839 New
CIA
449
CSat Investment Advisory
Michigan
$42K -$10.8K -218 -22%
VCM
450
Versant Capital Management
Arizona
$41K -$1.34K -27 -3%