We are live on ! Find out more
AOS icon

A.O. Smith

450 hedge funds and large institutions have $6.26B invested in A.O. Smith in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% more ownership

Funds ownership: 90.6%94.85% (+4.2%)

6% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $9.3M

4% more capital invested

Capital invested by funds: $6.01B → $6.26B (+$242M)

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

6% less funds holding

Funds holding: 478450 (-28)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 75

Holders
450
Holders Change
-28
Holders Change %
-5.86%
% of All Funds
9.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
48
Increased
162
Reduced
173
Closed
75
Calls
$9.89M
Puts
$9.3M
Net Calls
+$588K
Net Calls Change
+$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
426
Advantage Investment Management
Iowa
$5K
AssetMark Inc
427
AssetMark Inc
California
$5K
VNA
428
Valley National Advisers
Pennsylvania
$5K
WAP
429
Wealthcare Advisory Partners
Pennsylvania
$5K +$46 +1 +1%
CFG
430
Citizens Financial Group
Rhode Island
$5K +$4.99K +108 New
GT
431
Glenmede Trust
Pennsylvania
$4.46K +$3.97M +85,826 +1,123%
Group One Trading
432
Group One Trading
Illinois
$4K -$2.04M -44,135 -100%
SFSIG
433
San Francisco Sentry Investment Group
California
$4K
VFA
434
Valeo Financial Advisors
Indiana
$4K
EARNEST Partners
435
EARNEST Partners
Georgia
$3K
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$3K
TFO
437
Tarbox Family Office
California
$3K
CBT
438
Capital Bank & Trust
California
$3K +$3.33K +72 New
CA
439
Centerpoint Advisors
Massachusetts
$2K
CTC
440
Central Trust Company
Missouri
$2K
CI
441
CX Institutional
Indiana
$2K +$46 +1 +2%
HPC
442
HM Payson & Co
Maine
$2K +$2.31K +50 New
SIAS
443
Shine Investment Advisory Services
Colorado
$2K +$2.31K +50 New
AF
444
Advisornet Financial
Minnesota
$1K -$24.2K -524 -95%
CCM
445
Copeland Capital Management
Pennsylvania
$1K
FHA
446
Flagship Harbor Advisors
Massachusetts
$1K
FRA
447
Front Row Advisors
California
$1K
GWS
448
Glassman Wealth Services
Virginia
$1K +$509 +11 +92%
Viking Global Investors
449
Viking Global Investors
Connecticut
-$116M -2,452,092 Closed
CBOA
450
Commonwealth Bank of Australia
Australia
-$59.9M -1,270,981 Closed