We are live on ! Find out more
AOS icon

A.O. Smith

434 hedge funds and large institutions have $4.96B invested in A.O. Smith in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 162 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $6.43M

1% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 162

0.46% more ownership

Funds ownership: 96.05%96.51% (+0.46%)

6% less funds holding

Funds holding: 463434 (-29)

21% less capital invested

Capital invested by funds: $6.27B → $4.96B (-$1.31B)

28% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 88

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
434
Holders Change
-29
Holders Change %
-6.26%
% of All Funds
9.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
63
Increased
164
Reduced
162
Closed
88
Calls
$6.67M
Puts
$6.43M
Net Calls
+$241K
Net Calls Change
-$534K
Name Holding Trade Value Shares
Change
Change in
Stake
MME
501
Meag Munich Ergo
Germany
-$120K -2,514 Closed
MG
502
MilWealth Group
Wisconsin
-$105K -2,198 Closed
QT
503
Quantbot Technologies
New York
-$79K -1,670 Closed
PCM
504
Pinz Capital Management
New York
-$48K -1,000 Closed
GLI
505
Guardian Life Insurance
New York
-$20K -410 Closed
RIA
506
Realta Investment Advisors
Delaware
-$14K -287 Closed
ACM
507
Allred Capital Management
Texas
-$12.4K -261 Closed
AWM
508
Atticus Wealth Management
Florida
-$10K -200 Closed
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$6K -130 Closed
WAP
510
Wealthcare Advisory Partners
Pennsylvania
-$5K -101 Closed
SSB
511
Sandy Spring Bank
Maryland
-$4K -85 Closed
TFO
512
Tarbox Family Office
California
-$3.32K -78 -96%
SFSIG
513
San Francisco Sentry Investment Group
California
-$4K -76 Closed
APWM
514
Atlas Private Wealth Management
New York
-$3K -61 Closed
CA
515
Crewe Advisors
Utah
-$3K -59 Closed
CA
516
Centerpoint Advisors
Massachusetts
-$2K -51 Closed
FHA
517
Flagship Harbor Advisors
Massachusetts
-$2K -41 Closed
EWA
518
Evolution Wealth Advisors
Florida
-$2K -36 Closed
OSAM
519
O'Shaughnessy Asset Management
Connecticut
-$1K -23 Closed
TA
520
Thor Advisors
New York
+$469 +11 New