We are live on ! Find out more
AOS icon

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
CBOA
26
Commonwealth Bank of Australia
Australia
$51M +$7.08M +142,381 +17%
EAM
27
Eagle Asset Management
Florida
$50.6M +$869K +17,487 +2%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$48.8M +$25.6M +515,141 +129%
UBS Group
29
UBS Group
Switzerland
$48.7M +$547K +11,013 +1%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$48.2M -$250M -5,033,336 -85%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$46.9M +$43.8M +880,383 New
CAM
32
Congress Asset Management
Massachusetts
$46.7M +$9.23M +185,659 +27%
Charles Schwab
33
Charles Schwab
California
$46.1M -$6.35M -127,759 -13%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$43.4M +$13.8M +277,862 +52%
DWA
35
Douglass Winthrop Advisors
New York
$41M +$37.8M +760,555 +9,650%
Fundsmith LLP
36
Fundsmith LLP
United Kingdom
$40.7M +$3.66M +73,680 +11%
EWM
37
Evercore Wealth Management
New York
$40.3M -$3.88M -78,098 -9%
Deutsche Bank
38
Deutsche Bank
Germany
$39.9M +$5.53M +111,247 +17%
Goldman Sachs
39
Goldman Sachs
New York
$39.7M -$32.6M -655,606 -47%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$39.7M +$4.95M +99,563 +15%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$39.5M +$36.9M +741,635 New
Victory Capital Management
42
Victory Capital Management
Texas
$38.2M -$5.7M -114,694 -14%
FCM
43
Frontier Capital Management
Massachusetts
$37.9M -$775K -15,597 -2%
CTA
44
Carillon Tower Advisers
Florida
$37.6M
PPA
45
Parametric Portfolio Associates
Washington
$36.1M +$7.36M +148,147 +28%
AAMU
46
Amundi Asset Management US
Massachusetts
$35.9M +$6.86M +138,038 +26%
BAMCO Inc
47
BAMCO Inc
New York
$34.1M +$2.1M +42,275 +7%
RP
48
Riverbridge Partners
Minnesota
$33.7M +$4.31M +86,707 +16%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$32.7M +$1.83M +36,824 +6%
UBS AM
50
UBS AM
Illinois
$32.6M +$2.43M +48,941 +9%