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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
PPA
51
Parametric Portfolio Associates
Washington
$20.5M -$71.8K -1,686 -0.3%
Swiss National Bank
52
Swiss National Bank
Switzerland
$20.1M +$4.08M +95,800 +22%
N
53
Nuveen
North Carolina
$19.8M +$262K +6,143 +1%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$19.6M +$1.08M +25,360 +5%
Ninety One (UK)
55
Ninety One (UK)
United Kingdom
$17.8M +$512K +12,004 +3%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$16.2M -$1.51M -35,335 -8%
SAM
57
Storebrand Asset Management
Norway
$16M +$18M +422,007 New
Nomura Asset Management
58
Nomura Asset Management
Japan
$15.7M +$5.59M +131,140 +46%
BTW
59
Boston Trust Walden
Massachusetts
$15.4M +$3.55M +83,246 +26%
JAM
60
Jupiter Asset Management
United Kingdom
$15.2M +$78.9K +1,852 +0.5%
UBS Group
61
UBS Group
Switzerland
$15.1M -$10.9M -254,992 -39%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$12.9M +$2.83M +66,338 +24%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$11.7M -$2.04M -47,813 -13%
ZDA
64
Zweig-DiMenna Associates
New York
$11.6M +$13.1M +306,941 New
BFM
65
Boston Financial Management
Massachusetts
$10.9M +$266K +6,247 +2%
ClearBridge Investments
66
ClearBridge Investments
New York
$10.8M -$142K -3,339 -1%
RS
67
Robeco Schweiz
Switzerland
$10.4M -$612K -14,372 -5%
PP
68
Patten & Patten
Tennessee
$10.4M -$965K -22,633 -8%
AllianceBernstein
69
AllianceBernstein
Tennessee
$10M -$75.5M -1,771,347 -87%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$9.65M -$2.17M -51,006 -17%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$9.38M +$540K +12,673 +5%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$9.31M -$145K -3,407 -1%
GC
73
Guggenheim Capital
Illinois
$8.79M +$3.37M +78,986 +51%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$8.31M -$15.9K -373 -0.2%
AAMU
75
AEGON Asset Management (UK)
United Kingdom
$8.1M