AOS icon

A.O. Smith
AOS

Overview Fund Activity

508 hedge funds and large institutions have $7.07B invested in A.O. Smith in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 217 increasing their positions, 143 reducing their positions, and 46 closing their positions.

Holders
508
Holders Change
+10
Holders Change %
+2.01%
% of All Funds
11.63%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.11%
New
63
Increased
217
Reduced
143
Closed
46
Calls
$20.6M
Puts
$36.5M
Net Calls
-$15.9M
Net Calls Change
+$16.3M

Top Buyers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$151M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$231M
4
DDC
4
DF Dent & Co
Maryland
$33.7M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$31.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.4M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$0
3
Invesco
3
Invesco
Georgia
$120M
4
PI
4
Putnam Investments
Massachusetts
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$213M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
501
Global Retirement Partners
California
$2K 38 – –
DAM
502
Delta Asset Management
Tennessee
$1K 24 – –
OFW
503
Omnia Family Wealth
Florida
$1K 26 – –
DWM
504
Destination Wealth Management
California
$1K 12 +12 New
Fidelity International
505
Fidelity International
Bermuda
$1K 18 +18 New
FRA
506
Front Row Advisors
California
$1 24 – –
Artisan Partners
507
Artisan Partners
Wisconsin
– – -1,637,742 Closed
PI
508
Putnam Investments
Massachusetts
– – -886,851 Closed
HCM
509
Hilton Capital Management
New York
– – -312,673 Closed
CM
510
Castleark Management
Illinois
– – -92,225 Closed
Lord, Abbett & Co
511
Lord, Abbett & Co
New Jersey
– – -74,844 Closed
GIM
512
GCA Investment Management
New York
– – -53,887 Closed
Envestnet Asset Management
513
Envestnet Asset Management
Illinois
– – -52,667 Closed
N
514
Natixis
France
– – -50,180 Closed
SAM
515
Strategy Asset Managers
California
– – -42,840 Closed
SCM
516
Sterling Capital Management
North Carolina
– – -41,432 Closed
PCM
517
Penserra Capital Management
California
– – -25,891 Closed
DZ Bank
518
DZ Bank
Germany
– – -22,486 Closed
SCC
519
Spring Creek Capital
Kansas
– – -16,629 Closed
Jacobs Levy Equity Management
520
Jacobs Levy Equity Management
New Jersey
– – -16,100 Closed
SBIA
521
Sheaff Brock Investment Advisors
Indiana
– – -15,742 Closed
Twin Tree Management
522
Twin Tree Management
Texas
– – -14,556 Closed
QIM
523
Quantitative Investment Management
Virginia
– – -13,500 Closed
CIBC World Market
524
CIBC World Market
Ontario, Canada
– – -11,700 Closed
Lido Advisors
525
Lido Advisors
California
– – -7,610 Closed
19 20
21
22 23