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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
Two Sigma Investments
51
Two Sigma Investments
New York
$24.1M +$8.02M +173,523 +52%
RG
52
Rathbones Group
United Kingdom
$23.9M +$111K +2,400 +0.5%
UBS AM
53
UBS AM
Illinois
$23.7M +$263K +5,681 +1%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$23.6M +$14.7M +317,421 +179%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$23M -$3.82M -82,614 -15%
Swiss National Bank
56
Swiss National Bank
Switzerland
$22.2M +$133K +2,880 +0.6%
Ninety One (UK)
57
Ninety One (UK)
United Kingdom
$22.1M -$8.58M -185,654 -29%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$21.6M +$180K +3,884 +0.9%
DCM
59
Dupont Capital Management
Delaware
$21M -$1.51M -32,574 -7%
FCM
60
Flinton Capital Management
Pennsylvania
$20.7M -$1.43M -30,872 -7%
PCM
61
Peregrine Capital Management
Minnesota
$20.1M -$1.57M -34,046 -7%
AWM
62
Ashmore Wealth Management
Delaware
$20M
JAM
63
Jupiter Asset Management
United Kingdom
$19.1M -$3.63M -78,500 -16%
RS
64
Robeco Schweiz
Switzerland
$18.7M -$35.1M -759,900 -66%
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$18.7M +$18.1M +391,530 New
ClearBridge Investments
66
ClearBridge Investments
New York
$17.5M +$2.44M +52,730 +17%
TAM
67
Tyers Asset Management
Texas
$17M -$1.18M -25,424 -7%
GLA
68
Great Lakes Advisors
Illinois
$16.1M +$704K +15,217 +5%
Victory Capital Management
69
Victory Capital Management
Texas
$15.2M -$10.1M -219,430 -41%
Zurich Cantonal Bank
70
Zurich Cantonal Bank
Switzerland
$14.9M +$706K +15,266 +5%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$14.7M +$2.21M +47,859 +18%
Deutsche Bank
72
Deutsche Bank
Germany
$14.7M -$10.7M -230,443 -43%
Fidelity International
73
Fidelity International
Bermuda
$14.5M +$11M +237,839 +361%
PP
74
Patten & Patten
Tennessee
$14.2M -$125K -2,705 -0.9%
FAF
75
Första AP-fonden
Sweden
$14M +$4.62M +100,000 +52%