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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
ACA
451
Anchor Capital Advisors
Massachusetts
$39.3K +$36.6M +736,348 New
MRCM
452
M&R Capital Management
New Jersey
$39K
CAM
453
Cresset Asset Management
Illinois
$38K +$33.7K +677 +1,736%
CFA
454
Carroll Financial Associates
North Carolina
$31K -$6.71K -135 -19%
AF
455
Advisornet Financial
Minnesota
$30K +$23.1K +465 +522%
S
456
SignatureFD
Georgia
$29K +$10.8K +217 +68%
PCM
457
Penserra Capital Management
California
$29K +$27.1K +546 New
LC
458
Lindbrook Capital
California
$28K +$3.18K +64 +14%
RFA
459
Reilly Financial Advisors
California
$27K -$4.97K -100 -16%
HNB
460
Huntington National Bank
Ohio
$27K +$11.5K +231 +82%
FHA
461
First Horizon Advisors
Tennessee
$27K +$26.7K +537 New
M
462
Mirova
France
$25K -$1.45M -29,121 -98%
BBNA
463
Bremer Bank National Association
Minnesota
$25K +$24.1K +484 New
AF
464
Arrow Financial
New York
$24K
TF
465
Tompkins Financial
New York
$24K
GI
466
Gradient Investments
Minnesota
$23K
GLI
467
Guardian Life Insurance
New York
$22K
YWP
468
YorkBridge Wealth Partners
New York
$22K +$20.8K +419 New
KTC
469
Kistler-Tiffany Companies
Pennsylvania
$19K
HWA
470
Heritage Wealth Advisors
Virginia
$18.6K
SFG
471
SevenBridge Financial Group
Pennsylvania
$16K
AIA
472
Alera Investment Advisors
Illinois
$16K +$3.48K +70 +31%
PA
473
Parallel Advisors
California
$16K +$6.71K +135 +86%
PCP
474
Proficio Capital Partners
Massachusetts
$16K +$7.01K +141 +85%
TCM
475
Tradewinds Capital Management
Washington
$14K