We are live on ! Find out more
AOS icon

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
BFM
551
Boothbay Fund Management
New York
-$396K -9,278 Closed
PHK
552
Point72 Hong Kong
Hong Kong
-$375K -8,774 Closed
SEC
553
Seven Eight Capital
New York
-$307K -7,200 Closed
CS
554
Candriam SCA
Luxembourg
-$303K -7,086 Closed
SAA
555
Southeast Asset Advisors
Georgia
-$289K -6,765 Closed
WG
556
Winton Group
United Kingdom
-$269K -6,309 Closed
AAM
557
Aureus Asset Management
Massachusetts
-$265K -6,200 Closed
V
558
Veritable
Delaware
-$252K -5,899 Closed
QSS
559
Quantitative Systematic Strategies
Florida
-$238K -5,576 Closed
CS
560
Comerica Securities
Michigan
-$235K -5,499 Closed
SL
561
Signition LP
New York
-$233K -5,461 Closed
FBT
562
First Bank & Trust
South Dakota
-$228K -5,334 Closed
ECM
563
Ensemble Capital Management
California
-$222K -5,200 Closed
TAF
564
Tredje AP-fonden
Sweden
-$213K -4,999 Closed
CG
565
Cutler Group
California
-$193K -3,887 Closed
PRC
566
Pearl River Capital
Michigan
-$109K -2,550 Closed
LFG
567
LifePlan Financial Group
Ohio
-$70K -1,650 Closed
JA
568
JOYN Advisors
Georgia
-$51K -1,206 Closed
CBT
569
Capital Bank & Trust
California
-$29K -673 Closed
SQA
570
Simon Quick Advisors
New Jersey
-$21K -500 Closed
PCM
571
Prelude Capital Management
New York
-$20K -465 Closed
VAIA
572
Virtus Alternative Investment Advisers
Connecticut
-$11K -249 Closed
CA
573
Claro Advisors
Massachusetts
-$9K -176 Closed
LNB
574
Ledyard National Bank
-$5K -122 Closed
LWANC
575
Laurel Wealth Advisors (North Carolina)
North Carolina
-$5K -114 Closed