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A.O. Smith

450 hedge funds and large institutions have $6.26B invested in A.O. Smith in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% more ownership

Funds ownership: 90.6%94.85% (+4.2%)

6% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $9.3M

4% more capital invested

Capital invested by funds: $6.01B → $6.26B (+$242M)

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

6% less funds holding

Funds holding: 478450 (-28)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 75

Holders
450
Holders Change
-28
Holders Change %
-5.86%
% of All Funds
9.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
48
Increased
162
Reduced
173
Closed
75
Calls
$9.89M
Puts
$9.3M
Net Calls
+$588K
Net Calls Change
+$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
26
Carillon Tower Advisers
Florida
$48.9M
ACA
27
Anchor Capital Advisors
Massachusetts
$47.7M -$2.33M -50,389 -5%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$44.7M +$4.61M +99,812 +12%
RP
29
Riverbridge Partners
Minnesota
$44.4M +$520K +11,247 +1%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$42.8M +$573K +12,386 +1%
Charles Schwab
31
Charles Schwab
California
$42.5M +$120K +2,593 +0.3%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$41.5M -$4.82M -104,300 -11%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$41.2M -$39.2M -847,006 -49%
Fundsmith LLP
34
Fundsmith LLP
United Kingdom
$40.5M
UBS Group
35
UBS Group
Switzerland
$37.6M -$1.45M -31,400 -4%
EWM
36
Evercore Wealth Management
New York
$37.3M +$438K +9,466 +1%
Mawer Investment Management
37
Mawer Investment Management
Alberta, Canada
$36.2M +$2.79M +60,325 +9%
Citadel Advisors
38
Citadel Advisors
Florida
$35.6M +$12.3M +265,406 +55%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$33.2M +$104K +2,246 +0.3%
Federated Hermes
40
Federated Hermes
Pennsylvania
$31.9M +$5.04M +109,032 +20%
Legal & General Group
41
Legal & General Group
United Kingdom
$31.7M +$482K +10,433 +2%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$29.5M +$1.11M +24,011 +4%
PPA
43
Parametric Portfolio Associates
Washington
$29.4M +$2.95M +63,709 +12%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$29M +$135K +2,930 +0.5%
SIC
45
Schwartz Investment Counsel
Michigan
$27.2M +$4.66M +100,700 +21%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$26.6M +$423K +9,150 +2%
N
47
Nuveen
North Carolina
$26.1M -$488K -10,554 -2%
Goldman Sachs
48
Goldman Sachs
New York
$26M -$18M -388,604 -42%
First Trust Advisors
49
First Trust Advisors
Illinois
$25.1M +$6.61M +142,950 +37%
KBC Group
50
KBC Group
Belgium
$24.5M +$961K +20,781 +4%