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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
VFA
501
Valeo Financial Advisors
Indiana
$3K +$845 +17 +43%
CFGS
502
Concourse Financial Group Securities
Alabama
$3K +$2.19K +44 +200%
CTC
503
Central Trust Company
Missouri
$2K -$4.97K -100 -74%
TFO
504
Tarbox Family Office
California
$2K -$1.94K -39 -47%
FHA
505
Flagship Harbor Advisors
Massachusetts
$2K
WEC
506
Winslow Evans & Crocker
Massachusetts
$2K +$497 +10 New
CI
507
CX Institutional
Indiana
$2K +$1.69K +34 New
MFW
508
Mosaic Family Wealth
Missouri
$2K +$2.29K +46 New
CCM
509
Copeland Capital Management
Pennsylvania
$1K
DAM
510
Delta Asset Management
Tennessee
$1K
FRA
511
Front Row Advisors
California
$1K
OFW
512
Omnia Family Wealth
Florida
$1K
GWS
513
Glassman Wealth Services
Virginia
$1K +$199 +4 +33%
CFA
514
Camarda Financial Advisors
Florida
$1K +$696 +14 New
GT
515
Glenmede Trust
Pennsylvania
$479 -$836K -16,820 -65%
Select Equity Group
516
Select Equity Group
New York
-$30.6M -717,521 Closed
TCM
517
TimesSquare Capital Management
New York
-$17M -397,900 Closed
MSE
518
MUFG Securities EMEA
United Kingdom
-$11.8M -275,800 Closed
Renaissance Technologies
519
Renaissance Technologies
New York
-$11.2M -262,000 Closed
FIM
520
Foresters Investment Management
New York
-$10.2M -239,650 Closed
ESCM
521
Echo Street Capital Management
New York
-$4.03M -94,379 Closed
Westfield Capital Management
522
Westfield Capital Management
Massachusetts
-$3.75M -87,760 Closed
EGM
523
Engineers Gate Manager
New York
-$3.46M -80,969 Closed
ACM
524
Azimuth Capital Management
Michigan
-$3.39M -79,435 Closed
CI Investments Inc
525
CI Investments Inc
Ontario, Canada
-$2.98M -69,900 Closed