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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 %
FRM
526
Fox Run Management
Connecticut
– – -6,853 Closed
FB
527
Fulton Bank
Pennsylvania
– – -6,180 Closed
OI
528
Oakbrook Investments
Illinois
– – -6,150 Closed
DCM
529
Driehaus Capital Management
Illinois
– – -6,023 Closed
SC
530
Scotia Capital
Ontario, Canada
– – -5,395 Closed
AWA
531
Arete Wealth Advisors
Illinois
– – -5,105 Closed
LCG
532
Lisanti Capital Growth
New York
– – -4,745 Closed
CI
533
Cigna Investments
Connecticut
– – -4,601 Closed
CIM
534
Contravisory Investment Management
Massachusetts
– – -4,327 Closed
EBIM
535
Eagle Boston Investment Management
Massachusetts
– – -3,953 Closed
AAS
536
Annex Advisory Services
Wisconsin
– – -3,688 Closed
CC
537
ClearArc Capital
Ohio
– – -3,684 Closed
DC
538
Davenport & Co
Virginia
– – -3,595 Closed
MAP
539
Moody Aldrich Partners
Massachusetts
– – -3,576 Closed
TW
540
Transform Wealth
Colorado
– – -3,512 Closed
PIM
541
Penobscot Investment Management
Massachusetts
– – -3,484 Closed
Creative Planning
542
Creative Planning
Kansas
– – -3,392 Closed
B
543
Bridgeworth
Alabama
– – -2,848 Closed
RIM
544
Ranger Investment Management
Texas
– – -2,790 Closed
Qube Research & Technologies (QRT)
545
Qube Research & Technologies (QRT)
United Kingdom
– – -2,477 Closed
TDC
546
Thompson Davis & Co
Virginia
– – -1,441 Closed
IWP
547
Icon Wealth Partners
Texas
– – -580 Closed
CF
548
Centaurus Financial
California
– – -314 Closed
CHP
549
Cable Hill Partners
Oregon
– – -100 Closed
RE
550
RBC Europe
United Kingdom
– – -20 Closed
19 20 21
22
23