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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
VRS
101
Virginia Retirement Systems
Virginia
$5.22M
MG
102
Mather Group
Illinois
$5.12M +$5.77M +135,428 New
Stifel Financial
103
Stifel Financial
Missouri
$4.94M -$109K -2,550 -2%
JP Morgan Chase
104
JP Morgan Chase
New York
$4.8M -$942K -22,115 -15%
FGP
105
Foyston, Gordon, & Payne
Ontario, Canada
$4.8M +$5.41M +126,917 New
RJA
106
Raymond James & Associates
Florida
$4.8M -$1.09M -25,494 -17%
Barclays
107
Barclays
United Kingdom
$4.74M -$8.17M -191,772 -60%
Ameriprise
108
Ameriprise
Minnesota
$4.73M -$149K -3,507 -3%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$4.51M +$3.79M +88,884 +292%
Axa
110
Axa
France
$4.43M +$516K +12,100 +12%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$4.3M -$45.3K -1,062 -0.9%
Man Group
112
Man Group
United Kingdom
$4.25M -$8.81M -206,814 -65%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$4.12M
Canada Pension Plan Investment Board
114
Canada Pension Plan Investment Board
Ontario, Canada
$4.08M +$4.05M +95,000 +731%
Citigroup
115
Citigroup
New York
$4.02M -$9.78M -229,525 -68%
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$4M -$27.9M -655,058 -86%
American Century Companies
117
American Century Companies
Missouri
$3.96M -$120M -2,814,968 -96%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$3.88M +$262K +6,157 +6%
ERSOT
119
Employees Retirement System of Texas
Texas
$3.77M +$870K +20,421 +26%
CI
120
Cambiar Investors
Colorado
$3.76M +$4.24M +99,429 New
GAM
121
Gotham Asset Management
New York
$3.67M +$1.88M +44,089 +83%
Aviva
122
Aviva
United Kingdom
$3.63M +$2.42M +56,781 +144%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$3.63M -$476K -11,167 -10%
AQR Capital Management
124
AQR Capital Management
Connecticut
$3.59M -$2.12M -49,748 -34%
DADC
125
D.A. Davidson & Co
Montana
$3.53M +$880K +20,647 +28%