We are live on ! Find out more
AOS icon

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
BTW
76
Boston Trust Walden
Massachusetts
$14M +$13.5M +292,507 New
Handelsbanken Fonder
77
Handelsbanken Fonder
Sweden
$13.9M -$2.95M -63,896 -18%
BFM
78
Boston Financial Management
Massachusetts
$13.4M +$157K +3,397 +1%
NA
79
Neuburgh Advisers
California
$13.4M -$924K -19,976 -7%
Nomura Asset Management
80
Nomura Asset Management
Japan
$13.3M +$2.07M +44,820 +19%
JP Morgan Chase
81
JP Morgan Chase
New York
$13.2M -$9.95M -215,133 -44%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$12.7M +$1.01M +21,898 +9%
Barclays
83
Barclays
United Kingdom
$12.4M -$10M -216,258 -46%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$11.7M +$3.45M +74,513 +43%
CS
85
Credit Suisse
Switzerland
$11.7M -$869K -18,786 -7%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$11.3M -$148K -3,205 -1%
Millennium Management
87
Millennium Management
New York
$11.1M +$5.6M +121,087 +109%
CISOA
88
Capital Investment Services of America
Wisconsin
$10.7M -$60.3K -1,305 -0.6%
TAM
89
Tiverton Asset Management
Delaware
$10.7M -$2.49M -53,922 -19%
Principal Financial Group
90
Principal Financial Group
Iowa
$10.6M -$151K -3,274 -1%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$10.6M -$8.37M -180,964 -45%
FAM
92
Fred Alger Management
New York
$10.4M
RJA
93
Raymond James & Associates
Florida
$10.3M +$2.13M +46,169 +27%
MCIM
94
Meadow Creek Investment Management
Georgia
$9.72M -$672K -14,528 -7%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$9.6M -$3.78M -81,860 -29%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$9.41M -$4.72M -102,076 -34%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$9.32M -$7.95K -172 -0.1%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$9.07M +$574K +12,407 +7%
Retirement Systems of Alabama
99
Retirement Systems of Alabama
Alabama
$9.04M +$5.72M +123,681 +188%
TAM
100
Trillium Asset Management
Massachusetts
$8.72M +$692K +14,959 +9%