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A.O. Smith

434 hedge funds and large institutions have $4.96B invested in A.O. Smith in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 162 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $6.43M

1% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 162

0.46% more ownership

Funds ownership: 96.05%96.51% (+0.46%)

6% less funds holding

Funds holding: 463434 (-29)

21% less capital invested

Capital invested by funds: $6.27B → $4.96B (-$1.31B)

28% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 88

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
434
Holders Change
-29
Holders Change %
-6.26%
% of All Funds
9.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
63
Increased
164
Reduced
162
Closed
88
Calls
$6.67M
Puts
$6.43M
Net Calls
+$241K
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
426
Front Row Advisors
California
$1K
GWS
427
Glassman Wealth Services
Virginia
$1K +$43 +1 +4%
PW
428
Price Wealth
Texas
$1K +$128 +3 +11%
BL
429
Balentine LLC
Georgia
$1K +$810 +19 New
AA
430
AlphaMark Advisors
Kentucky
$1K +$1.49K +35 New
SWA
431
Sutton Wealth Advisors
Florida
$416 +$469 +11 New
Millennium Management
432
Millennium Management
New York
-$53.4M -1,121,224 Closed
FAF
433
Första AP-fonden
Sweden
-$14M -293,600 Closed
EIP
434
Epoch Investment Partners
New York
-$12M -252,183 Closed
Schroder Investment Management Group
435
Schroder Investment Management Group
United Kingdom
-$8.18M -171,667 Closed
Adage Capital Partners
436
Adage Capital Partners
Massachusetts
-$7.63M -160,232 Closed
CAM
437
Congress Asset Management
Massachusetts
-$5.41M -113,464 Closed
MCM
438
Marsico Capital Management
Colorado
-$5.31M -111,380 Closed
PP
439
Paloma Partners
Connecticut
-$4.36M -91,394 Closed
MSE
440
MUFG Securities EMEA
United Kingdom
-$4.11M -86,300 Closed
CCA
441
Conestoga Capital Advisors
Pennsylvania
-$3.38M -70,910 Closed
NEI
442
Northwest & Ethical Investments
Ontario, Canada
-$3.33M -69,877 Closed
EGM
443
Engineers Gate Manager
New York
-$3.29M -68,987 Closed
NFG
444
NewFocus Financial Group
Washington
-$2.93M -61,597 Closed
Point72 Asset Management
445
Point72 Asset Management
Connecticut
-$2.66M -55,809 Closed
BNP Paribas Asset Management
446
BNP Paribas Asset Management
France
-$2.63M -55,100 Closed
JWM
447
Jackson Wealth Management
Florida
-$2.32M -51,125 Closed
CI Investments Inc
448
CI Investments Inc
Ontario, Canada
-$2.43M -51,000 Closed
MC
449
Maverick Capital
Texas
-$2.15M -45,096 Closed
MAM
450
Majedie Asset Management
United Kingdom
-$2.05M -42,899 Closed