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A.O. Smith

499 hedge funds and large institutions have $7.67B invested in A.O. Smith in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

1% more funds holding

Funds holding: 496499 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.16% less ownership

Funds ownership: 89.67%89.5% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 180

7% less capital invested

Capital invested by funds: $8.29B → $7.67B (-$616M)

87% less call options, than puts

Call options by funds: $4.89M | Put options by funds: $37.1M

Holders
499
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
11.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
55
Increased
173
Reduced
180
Closed
47
Calls
$4.89M
Puts
$37.1M
Net Calls
-$32.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
451
Guardian Life Insurance
New York
$24K +$4.22K +67 +20%
SLF
452
Sun Life Financial
Ontario, Canada
$23K +$22.1K +351 +836%
KA
453
Kaizen Advisory
Illinois
$22K +$15K +238 +171%
KTC
454
Kistler-Tiffany Companies
Pennsylvania
$21K
MYIA
455
Mount Yale Investment Advisors
Colorado
$20K
CF
456
Centaurus Financial
California
$19K +$19.8K +314 New
FHA
457
Flagship Harbor Advisors
Massachusetts
$19K +$21.1K +335 New
AIM
458
Advantage Investment Management
Iowa
$18K -$441 -7 -2%
SFG
459
SevenBridge Financial Group
Pennsylvania
$18K
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$18K +$14.5K +230 +319%
HNB
461
Huntington National Bank
Ohio
$17K -$27.5K -437 -61%
GAM
462
Gemmer Asset Management
California
$17K
YWP
463
YorkBridge Wealth Partners
New York
$17K
CIA
464
CSat Investment Advisory
Michigan
$17K +$17.8K +283 New
TCM
465
Tradewinds Capital Management
Washington
$16K
PG
466
Patten Group
Tennessee
$12K
CBOA
467
Commonwealth Bank of Australia
Australia
$11K
MSE
468
MUFG Securities EMEA
United Kingdom
$10K +$10.3K +163 New
WIM
469
Westside Investment Management
California
$9.56K
IBOK
470
Independence Bank of Kentucky
Kentucky
$9K
S
471
SignatureFD
Georgia
$9K +$5.67K +90 +161%
TL
472
TrueWealth LLC
Georgia
$8K
PHK
473
Point72 Hong Kong
Hong Kong
$7K -$23.8K -378 -75%
LNB
474
Ledyard National Bank
$7K
CHP
475
Cable Hill Partners
Oregon
$6K