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A.O. Smith
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Overview Fund Activity

492 hedge funds and large institutions have $5.41B invested in A.O. Smith in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 174 increasing their positions, 185 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-16
Holders Change %
-3.15%
% of All Funds
10.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
72
Increased
174
Reduced
185
Closed
86
Calls
$7.37M
Puts
$17M
Net Calls
-$9.62M
Net Calls Change
+$6.28M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$88.6M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$81.6M
3
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$183M
4
CVA
4
Ceredex Value Advisors
Florida
$82.2M
5
State Street
5
State Street
Massachusetts
$382M

Top Sellers

1
Brown Advisory
1
Brown Advisory
Maryland
$37M
2
Select Equity Group
2
Select Equity Group
New York
$30.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$76.7M
4
JIM
4
Jupiter Investment Management
United Kingdom
$0
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$38.5M +$28.6M +668,980 +287%
RS
27
Robeco Schweiz
Switzerland
$37.1M +$19.7M +460,721 +113%
Brown Advisory
28
Brown Advisory
Maryland
$37M -$184M -4,302,665 -83%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$36.3M +$6.19M +145,030 +21%
EWM
30
Evercore Wealth Management
New York
$35.6M +$317K +7,417 +0.9%
Victory Capital Management
31
Victory Capital Management
Texas
$35.5M -$4.11M -96,318 -10%
CBOA
32
Commonwealth Bank of Australia
Australia
$34.8M +$17M +397,880 +96%
FCM
33
Frontier Capital Management
Massachusetts
$31M -$2.15M -50,259 -6%
Select Equity Group
34
Select Equity Group
New York
$30.6M -$135M -3,152,952 -81%
CTA
35
Carillon Tower Advisers
Florida
$30.1M – – –
Bank of America
36
Bank of America
North Carolina
$30.1M +$7.01M +164,237 +30%
CAM
37
Congress Asset Management
Massachusetts
$29.5M -$7.05M -165,013 -19%
Fundsmith LLP
38
Fundsmith LLP
United Kingdom
$29.5M +$29.5M +689,903 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$27.5M -$2.18M -50,990 -7%
Deutsche Bank
40
Deutsche Bank
Germany
$27.2M -$11M -258,407 -29%
Zurich Cantonal Bank
41
Zurich Cantonal Bank
Switzerland
$27M +$8.77M +205,292 +48%
Citadel Advisors
42
Citadel Advisors
Florida
$26.4M +$1.08M +25,210 +4%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$26.1M +$5.29M +123,801 +25%
BAMCO Inc
44
BAMCO Inc
New York
$25.5M +$1.34M +31,275 +6%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$24.6M -$1.04M -24,244 -4%
PCM
46
Peregrine Capital Management
Minnesota
$24.4M +$2.09M +48,925 +9%
UBS AM
47
UBS AM
Illinois
$24M -$242K -5,666 -1%
RP
48
Riverbridge Partners
Minnesota
$23.3M -$5.58M -130,653 -19%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$22.9M -$3.05M -71,512 -12%
Squarepoint
50
Squarepoint
New York
$22.8M +$2.81M +65,881 +14%
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