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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
PCM
476
Penn Capital Management
Pennsylvania
-$803K -17,017 Closed
AIM
477
Axiom Investment Management
New York
-$802K -16,983 Closed
TEE
478
Tibra Equities Europe
United Kingdom
-$797K -16,900 Closed
HF
479
HRT Financial
New York
-$694K -14,732 Closed
TI
480
Trexquant Investment
Connecticut
-$690K -14,624 Closed
SCM
481
Stevens Capital Management
Pennsylvania
-$675K -14,315 Closed
OI
482
Oakbrook Investments
Illinois
-$674K -14,300 Closed
CCIA
483
Campbell & Co Investment Adviser
Maryland
-$663K -14,053 Closed
APG Asset Management
484
APG Asset Management
Netherlands
-$493K -11,900 Closed
FA
485
FDx Advisors
Illinois
-$519K -11,008 Closed
IUHSA
486
Itau Unibanco Holding S.A.
Brazil
-$506K -10,727 Closed
SSA
487
Schonfeld Strategic Advisors
New York
-$471K -10,000 Closed
GCA
488
Gideon Capital Advisors
New York
-$437K -9,261 Closed
DCM
489
Dynamic Capital Management
Jersey
-$356K -7,546 Closed
USGIU
490
U.S. Global Investors (USGI)
Texas
-$349K -7,401 Closed
GIA
491
Gateway Investment Advisers
Ohio
-$330K -7,001 Closed
ZCA
492
Zeke Capital Advisors
Pennsylvania
-$286K -6,072 Closed
B
493
Bridgeworth
Alabama
-$268K -5,696 Closed
Robeco Institutional Asset Management
494
Robeco Institutional Asset Management
Netherlands
-$259K -5,482 Closed
Mariner
495
Mariner
Kansas
-$241K -5,112 Closed
IWC
496
Integrated Wealth Concepts
Massachusetts
-$218K -4,612 Closed
QT
497
Quantbot Technologies
New York
-$214K -4,540 Closed
GH
498
GAM Holding
Switzerland
-$214K -4,529 Closed
RI
499
Redwood Investments
Massachusetts
-$204K -4,329 Closed
Creative Planning
500
Creative Planning
Kansas
-$202K -4,278 Closed