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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
VRS
126
Virginia Retirement Systems
Virginia
$7.36M
MIP
127
Marietta Investment Partners
Wisconsin
$7.32M -$2.85M -57,276 -29%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$7.13M -$352K -7,091 -5%
Stifel Financial
129
Stifel Financial
Missouri
$7.13M +$2.81M +56,442 +73%
TAM
130
Trillium Asset Management
Massachusetts
$6.99M +$106K +2,140 +2%
NAM
131
Nissay Asset Management
Japan
$6.83M +$149K +3,000 +2%
Connor, Clark & Lunn Investment Management (CC&L)
132
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.8M +$5.15M +103,550 +431%
SAM
133
Scopus Asset Management
New York
$6.4M +$5.96M +120,000 New
EIP
134
Epoch Investment Partners
New York
$6.4M +$251K +5,049 +4%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$6.28M +$33.9K +681 +0.6%
WAM
136
Water Asset Management
New York
$6.24M +$2.56M +51,455 +78%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$6.07M -$148K -2,972 -3%
OAM
138
Oppenheimer Asset Management
New York
$6.01M +$1.24M +24,976 +28%
GF
139
Gabelli Funds
New York
$5.57M -$455K -9,150 -8%
MCM
140
Marsico Capital Management
Colorado
$5.45M +$1.59M +32,029 +46%
ERSOT
141
Employees Retirement System of Texas
Texas
$5.44M +$447K +9,000 +10%
TCM
142
Twin Capital Management
Pennsylvania
$5.42M +$28.3K +570 +0.6%
Russell Investments Group
143
Russell Investments Group
United Kingdom
$5.32M -$1.97M -39,550 -28%
Toronto Dominion Bank
144
Toronto Dominion Bank
Ontario, Canada
$5.21M +$641K +12,894 +15%
ECP
145
Elk Creek Partners
Colorado
$4.99M -$43.1K -868 -0.9%
Canada Life
146
Canada Life
Manitoba, Canada
$4.8M +$1.61M +32,355 +56%
AG
147
Aperio Group
California
$4.74M +$290K +5,840 +7%
KTA
148
Keeley-Teton Advisors
Illinois
$4.73M +$826K +16,614 +23%
RCM
149
Riverhead Capital Management
Delaware
$4.71M +$322K +6,477 +8%
SCA
150
Secor Capital Advisors
New York
$4.58M +$4.29M +86,239 New