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A.O. Smith

499 hedge funds and large institutions have $7.67B invested in A.O. Smith in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

1% more funds holding

Funds holding: 496499 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.16% less ownership

Funds ownership: 89.67%89.5% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 180

7% less capital invested

Capital invested by funds: $8.29B → $7.67B (-$616M)

87% less call options, than puts

Call options by funds: $4.89M | Put options by funds: $37.1M

Holders
499
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
11.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
55
Increased
173
Reduced
180
Closed
47
Calls
$4.89M
Puts
$37.1M
Net Calls
-$32.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCA
526
Zeke Capital Advisors
Pennsylvania
-$211K -3,317 Closed
RIM
527
Redpoint Investment Management
Australia
-$208K -3,275 Closed
AWM
528
Avior Wealth Management
Nebraska
-$206K -3,240 Closed
CAG
529
Csenge Advisory Group
Florida
-$201K -3,163 Closed
IRF
530
IBM Retirement Fund
New York
-$201K -3,156 Closed
HFS
531
HL Financial Services
Kentucky
-$201K -3,152 Closed
CAM
532
Cidel Asset Management
Ontario, Canada
-$223K -2,724 Closed
IIC
533
Integrated Investment Consultants
Michigan
-$78K -1,230 Closed
GT
534
Greenleaf Trust
Michigan
-$44K -686 Closed
MCWS
535
McKinley Carter Wealth Services
West Virginia
-$29K -456 Closed
FPFS
536
First Personal Financial Services
North Carolina
-$26K -405 Closed
CCA
537
Clearwater Capital Advisors
Illinois
-$23K -360 Closed
APP
538
Avantax Planning Partners
Iowa
-$20K -325 Closed
OIA
539
OneDigital Investment Advisors
Kansas
-$18K -285 Closed
SWP
540
Stratos Wealth Partners
Ohio
-$13K -201 Closed
ZB
541
Zions Bancorporation
Utah
-$10K -153 Closed
AW
542
Alpha Windward
Massachusetts
-$7K -103 Closed
FCAG
543
First Capital Advisors Group
New Jersey
-$3K -40 Closed
PFGIA
544
Patriot Financial Group Insurance Agency
Massachusetts
-$2K -25 Closed
FIA
545
FNY Investment Advisers
New York
+$630 +10 New