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A.O. Smith
AOS

Overview Fund Activity

495 hedge funds and large institutions have $8.29B invested in A.O. Smith in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 158 increasing their positions, 172 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+28
Holders Change %
+6%
% of All Funds
11.36%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
75
Increased
158
Reduced
172
Closed
40
Calls
$7.01M
Puts
$17M
Net Calls
-$9.98M
Net Calls Change
-$5.86M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$98.6M
2
ProShare Advisors
ProShare Advisors
Maryland
$67.8M
3
Select Equity Group
Select Equity Group
New York
$269M
4
PI
Putnam Investments
Massachusetts
$53.6M
5
RP
Riverbridge Partners
Minnesota
$45.9M

Top Sellers

1
AAMU
AEGON Asset Management (UK)
United Kingdom
$0
2
State Street
State Street
Massachusetts
$454M
3
ORI
Oak Ridge Investments
Illinois
$24M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$6.28M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
451
Mount Yale Investment Advisors
Colorado
$22K +$22K +345 New
GLI
452
Guardian Life Insurance
New York
$21K -$8.96K -143 -30%
AIM
453
Advantage Investment Management
Iowa
$20K – – –
APP
454
Avantax Planning Partners
Iowa
$20K +$20K +325 New
SFG
455
SevenBridge Financial Group
Pennsylvania
$19K – – –
YWP
456
YorkBridge Wealth Partners
New York
$19K – – –
GAM
457
Gemmer Asset Management
California
$18K – – –
OIA
458
OneDigital Investment Advisors
Kansas
$18K +$18K +285 New
TCM
459
Tradewinds Capital Management
Washington
$17K – – –
MOS
460
MGO One Seven
Ohio
$13K – – –
SWP
461
Stratos Wealth Partners
Ohio
$13K – – –
PG
462
Patten Group
Tennessee
$13K – – –
CBOA
463
Commonwealth Bank of Australia
Australia
$12K – – –
IBOK
464
Independence Bank of Kentucky
Kentucky
$10K +$10K +150 New
ZB
465
Zions Bancorporation
Utah
$10K +$10K +153 New
WIM
466
Westside Investment Management
California
$9.98K – – –
KA
467
Kaizen Advisory
Illinois
$9K – – –
TL
468
TrueWealth LLC
Georgia
$9K – – –
LNB
469
Ledyard National Bank
$8K -$14.2K -217 -64%
AW
470
Alpha Windward
Massachusetts
$7K – – –
QCG
471
Quadrant Capital Group
Ohio
$7K – – –
PA
472
Parallel Advisors
California
$7K – – –
CHP
473
Cable Hill Partners
Oregon
$6K – – –
MWM
474
MinichMacGregor Wealth Management
New York
$6K – – –
MSA
475
Marino Stram & Associates
Massachusetts
$6K +$59 +1 +1%
17 18
19
20 21