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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
AC
476
Avestar Capital
New York
$14K +$11.4K +229 +276%
LWCFA
477
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K -$50.7K -1,020 -81%
SLF
478
Sun Life Financial
Ontario, Canada
$13K -$8K -161 -40%
Fifth Third Bancorp
479
Fifth Third Bancorp
Ohio
$13K
GAM
480
Gemmer Asset Management
California
$12K
GRP
481
Global Retirement Partners
California
$12K +$4.33K +87 +63%
Group One Trading
482
Group One Trading
Illinois
$10K -$384K -7,726 -98%
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$10K -$6.66K -134 -50%
BCA
484
Berman Capital Advisors
Georgia
$10K
CCM
485
Covington Capital Management
California
$9K +$7.95K +160 New
IA
486
IFP Advisors
Florida
$8K -$61.8K -1,244 -91%
TL
487
TrueWealth LLC
Georgia
$7K
CIAS
488
Capital Investment Advisory Services
North Carolina
$6K
VNA
489
Valley National Advisers
Pennsylvania
$6K +$5.62K +113 New
AIM
490
Advantage Investment Management
Iowa
$5K
MSA
491
Marino Stram & Associates
Massachusetts
$5K +$99 +2 +2%
MNBTD
492
Moody National Bank Trust Division
Texas
$5K +$4.67K +94 New
WAP
493
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.97K +100 New
EARNEST Partners
494
EARNEST Partners
Georgia
$4K
SFSIG
495
San Francisco Sentry Investment Group
California
$4K
SWM
496
SeaCrest Wealth Management
New York
$4K
AssetMark Inc
497
AssetMark Inc
California
$4K +$1.89K +38 +83%
FCA
498
FinTrust Capital Advisors
South Carolina
$3K -$398 -8 -13%
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$3K -$199 -4 -6%
CA
500
Centerpoint Advisors
Massachusetts
$3K