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A.O. Smith

434 hedge funds and large institutions have $4.96B invested in A.O. Smith in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 162 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $6.43M

1% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 162

0.46% more ownership

Funds ownership: 96.05%96.51% (+0.46%)

6% less funds holding

Funds holding: 463434 (-29)

21% less capital invested

Capital invested by funds: $6.27B → $4.96B (-$1.31B)

28% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 88

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
434
Holders Change
-29
Holders Change %
-6.26%
% of All Funds
9.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
63
Increased
164
Reduced
162
Closed
88
Calls
$6.67M
Puts
$6.43M
Net Calls
+$241K
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Natixis
France
$44.7M +$7.93M +186,075 +19%
Mawer Investment Management
27
Mawer Investment Management
Alberta, Canada
$42.6M +$10.3M +242,113 +27%
Mitsubishi UFJ Trust & Banking
28
Mitsubishi UFJ Trust & Banking
Japan
$41.5M -$20.1M -470,904 -30%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$39.9M +$320K +7,499 +0.7%
Bank of America
30
Bank of America
North Carolina
$38.6M -$14.6M -343,155 -25%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$37.3M +$14.9M +349,746 +55%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$36.8M -$3.41M -79,938 -7%
Goldman Sachs
33
Goldman Sachs
New York
$35.9M +$8.52M +199,949 +27%
Charles Schwab
34
Charles Schwab
California
$35M +$1.12M +26,198 +3%
RP
35
Riverbridge Partners
Minnesota
$34.7M +$526K +12,343 +1%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$33.6M +$14.4M +338,638 +61%
Impax Asset Management Group
37
Impax Asset Management Group
United Kingdom
$29.8M -$147M -3,448,069 -81%
Deutsche Bank
38
Deutsche Bank
Germany
$29.7M +$19.2M +450,156 +134%
Two Sigma Investments
39
Two Sigma Investments
New York
$29.6M +$23.1M +543,029 +227%
Wells Fargo
40
Wells Fargo
California
$29.1M -$119M -2,790,276 -78%
Legal & General Group
41
Legal & General Group
United Kingdom
$27M +$1.17M +27,570 +4%
First Trust Advisors
42
First Trust Advisors
Illinois
$26.8M +$5.43M +127,453 +22%
KBC Group
43
KBC Group
Belgium
$25.2M +$3.39M +79,659 +14%
Federated Hermes
44
Federated Hermes
Pennsylvania
$24.6M -$1.33M -31,266 -5%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$23.5M +$570K +13,381 +2%
Fidelity International
46
Fidelity International
Bermuda
$23M +$6.09M +142,962 +31%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$22.9M +$1.2M +28,189 +5%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$22.5M +$161K +3,781 +0.6%
DCM
49
Dupont Capital Management
Delaware
$22.1M +$4.94M +115,867 +25%
UBS AM
50
UBS AM
Illinois
$21.1M +$2.58M +60,442 +12%