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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
TAM
76
Trillium Asset Management
Massachusetts
$8.02M +$1.07M +25,163 +13%
Principal Financial Group
77
Principal Financial Group
Iowa
$7.96M -$158K -3,709 -2%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$7.89M +$1.18M +27,582 +15%
PM
79
Pembroke Management
Quebec, Canada
$7.69M +$1.67M +39,092 +24%
Connor, Clark & Lunn Investment Management (CC&L)
80
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.65M +$8.63M +202,408 New
Victory Capital Management
81
Victory Capital Management
Texas
$7.34M -$4.99M -117,088 -38%
Prudential Financial
82
Prudential Financial
New Jersey
$7.32M +$2.64M +62,054 +47%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$7.29M -$107K -2,500 -1%
CS
84
Credit Suisse
Switzerland
$7.28M -$4.74M -111,140 -37%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$7.25M +$471K +11,045 +6%
Handelsbanken Fonder
86
Handelsbanken Fonder
Sweden
$6.75M +$839K +19,677 +12%
PCM
87
Peregrine Capital Management
Minnesota
$6.71M -$10.2M -238,245 -57%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$6.69M +$31.7K +744 +0.4%
NI
89
Nuance Investments
Missouri
$6.67M +$7.51M +176,320 New
GLA
90
Great Lakes Advisors
Illinois
$6.66M +$130K +3,047 +2%
GIA
91
Gateway Investment Advisers
Ohio
$6.65M +$7.5M +175,988 New
Citadel Advisors
92
Citadel Advisors
Florida
$6.53M +$6.12M +143,634 +493%
SIC
93
Schwartz Investment Counsel
Michigan
$6.51M -$19.7M -462,100 -73%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$6.08M -$992K -23,280 -13%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$5.95M -$8.46M -198,413 -56%
1IA
96
1834 Investment Advisors
Wisconsin
$5.67M +$4.86M +114,001 +316%
Allianz Asset Management
97
Allianz Asset Management
Germany
$5.61M -$441K -10,354 -7%
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$5.56M +$2.19M +51,431 +54%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.43M +$580K +13,602 +10%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$5.41M -$2.24M -52,460 -27%