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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
PHK
501
Point72 Hong Kong
Hong Kong
-$142K -3,014 Closed
SIM
502
Sentry Investment Management
Wisconsin
-$94K -2,001 Closed
NC
503
NewSquare Capital
Pennsylvania
-$57K -1,200 Closed
CYG
504
Clean Yield Group
Vermont
-$42K -888 Closed
Walleye Capital
505
Walleye Capital
New York
-$38K -800 Closed
PCP
506
Proficio Capital Partners
Massachusetts
-$29K -610 Closed
PCM
507
Prelude Capital Management
New York
-$20K -416 Closed
YWP
508
YorkBridge Wealth Partners
New York
-$19K -412 Closed
AC
509
Avestar Capital
New York
-$12K -312 Closed
SFG
510
SevenBridge Financial Group
Pennsylvania
-$14K -296 Closed
MC
511
Machina Capital
France
-$10K -214 Closed
NCM
512
Next Capital Management
New York
-$6K -128 Closed
LWCFA
513
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$3K -65 Closed
Twin Tree Management
514
Twin Tree Management
Texas
-$3K -55 Closed
DWM
515
Doyle Wealth Management
Florida
-$2K -52 Closed
CIAS
516
Capital Investment Advisory Services
North Carolina
-$2K -50 Closed
First Manhattan
517
First Manhattan
New York
-$2K -50 Closed
CFGS
518
Concourse Financial Group Securities
Alabama
-$1.94K -42 Closed
SQA
519
Simon Quick Advisors
New Jersey
-$1.51K -32 Closed
FBT
520
First Bank & Trust
South Dakota
-$1K -27 Closed
CFA
521
Camarda Financial Advisors
Florida
-$1K -14 Closed
W
522
WealthStone
Ohio
-$518 -11 Closed