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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
JP Morgan Chase
76
JP Morgan Chase
New York
$19.1M +$12.8M +256,625 +252%
KBC Group
77
KBC Group
Belgium
$18.4M +$1.46M +29,294 +9%
NA
78
Neuburgh Advisers
California
$17.6M +$5.21M +104,808 +46%
SIC
79
Schwartz Investment Counsel
Michigan
$17.2M +$16M +322,100 New
GLA
80
Great Lakes Advisors
Illinois
$16.8M +$9.27M +186,464 +144%
SEI Investments
81
SEI Investments
Pennsylvania
$16.5M +$4.83M +97,152 +46%
California Public Employees Retirement System
82
California Public Employees Retirement System
California
$16.4M +$164K +3,304 +1%
PP
83
Patten & Patten
Tennessee
$16.2M -$30.3K -610 -0.2%
ClearBridge Investments
84
ClearBridge Investments
New York
$15.6M +$534K +10,744 +4%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$14.6M -$97.2K -1,956 -0.7%
ORI
86
Oak Ridge Investments
Illinois
$14.3M -$793K -15,954 -6%
BFM
87
Boston Financial Management
Massachusetts
$14M +$13.1M +262,770 New
Natixis Advisors
88
Natixis Advisors
Massachusetts
$14M +$2.88M +57,870 +28%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$13.7M +$10.9M +218,816 +567%
Morgan Stanley
90
Morgan Stanley
New York
$13.5M -$76.6M -1,541,413 -86%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$13.2M +$165K +3,317 +1%
OAMU
92
Ostrum Asset Management US
New York
$13.2M -$7.87M -158,310 -39%
MCIM
93
Meadow Creek Investment Management
Georgia
$12.8M +$3.79M +76,224 +46%
CS
94
Credit Suisse
Switzerland
$12.7M -$853K -17,159 -7%
Axa
95
Axa
France
$12.5M +$3.69M +74,144 +46%
TAM
96
Tiverton Asset Management
Delaware
$12.3M +$7.79M +156,690 +212%
Nomura Asset Management
97
Nomura Asset Management
Japan
$12.1M +$2.47M +49,708 +28%
Citigroup
98
Citigroup
New York
$12M -$5.39M -108,460 -33%
Ameriprise
99
Ameriprise
Minnesota
$11.8M +$4.86M +97,779 +79%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$11.7M +$3.98M +80,001 +57%