We are live on ! Find out more
AOS icon

A.O. Smith

468 hedge funds and large institutions have $7.82B invested in A.O. Smith in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 160 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 35

14% more repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 160

5% more funds holding

Funds holding: 446468 (+22)

1% more capital invested

Capital invested by funds: $7.75B → $7.82B (+$68.5M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.29% less ownership

Funds ownership: 89.13%87.83% (-1.3%)

59% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $6.96M

Holders
468
Holders Change
+22
Holders Change %
+4.93%
% of All Funds
10.61%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
62
Increased
182
Reduced
160
Closed
35
Calls
$2.85M
Puts
$6.96M
Net Calls
-$4.12M
Net Calls Change
-$7.38M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$56M +$4.54M +74,790 +9%
CAM
27
Congress Asset Management
Massachusetts
$51.9M +$46M +757,932 +844%
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$51.7M +$13.7M +225,071 +36%
Charles Schwab
29
Charles Schwab
California
$49.5M +$1.63M +26,857 +3%
EWM
30
Evercore Wealth Management
New York
$47.4M -$494K -8,137 -1%
EA
31
Ecofin Advisors
United Kingdom
$42.7M +$3.95M +65,066 +10%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$41.9M -$3.62M -59,677 -8%
ORI
33
Oak Ridge Investments
Illinois
$39.6M -$15M -246,509 -28%
EAM
34
Eagle Asset Management
Florida
$38.7M +$4.44M +73,182 +13%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$36.4M -$1.52M -25,112 -4%
Morgan Stanley
36
Morgan Stanley
New York
$35.5M -$9.18M -151,220 -21%
UBS AM
37
UBS AM
Illinois
$35.4M +$2.69M +44,346 +8%
PCM
38
Peregrine Capital Management
Minnesota
$34.7M +$215K +3,550 +0.6%
Deutsche Bank
39
Deutsche Bank
Germany
$33.2M -$8.9M -146,722 -21%
Swiss National Bank
40
Swiss National Bank
Switzerland
$33.2M
BAMCO Inc
41
BAMCO Inc
New York
$33M +$619K +10,200 +2%
TCIM
42
TIAA CREF Investment Management
New York
$32.3M -$975K -16,065 -3%
KBC Group
43
KBC Group
Belgium
$32M +$1.2M +19,718 +4%
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$31.9M -$700K -11,528 -2%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$31.5M -$31.6M -521,262 -50%
RG
46
Rathbones Group
United Kingdom
$30.8M
Bank of America
47
Bank of America
North Carolina
$29.9M +$3.08M +50,726 +12%
TA
48
Teachers Advisors
New York
$29.1M +$2.49M +41,074 +9%
JAM
49
Jupiter Asset Management
United Kingdom
$28.5M -$555K -9,143 -2%
First Trust Advisors
50
First Trust Advisors
Illinois
$28.5M -$3.18M -52,405 -10%