We are live on ! Find out more
AOS icon

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
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$1.06M +$710K +16,663 +147%
DnB Asset Management
202
DnB Asset Management
Norway
$1.05M -$179K -4,206 -13%
TD Asset Management
203
TD Asset Management
Ontario, Canada
$1.04M -$9.96M -233,757 -89%
HIC
204
Harvey Investment Company
Kentucky
$1M +$315K +7,400 +39%
Macquarie Group
205
Macquarie Group
Australia
$992K -$1.06M -24,788 -49%
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$982K +$35.5K +832 +3%
URS
207
Utah Retirement Systems
Utah
$978K
ECM
208
ETrade Capital Management
Virginia
$958K +$555K +13,019 +106%
O
209
Ossiam
France
$957K +$1.08M +25,310 New
AII
210
AGF Investments Inc
Ontario, Canada
$955K +$37.3K +876 +4%
TPSF
211
Texas Permanent School Fund
Texas
$940K +$25K +586 +2%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$933K -$2.07M -48,649 -66%
TCM
213
Twin Capital Management
Pennsylvania
$929K +$1.05M +24,580 New
PAM
214
Panagora Asset Management
Massachusetts
$899K +$632K +14,838 +166%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$892K +$45.4K +1,066 +5%
IA
216
Icon Advisers
Colorado
$877K
SG Americas Securities
217
SG Americas Securities
New York
$876K -$656K -15,386 -40%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$868K -$39.1K -917 -4%
LPL Financial
219
LPL Financial
California
$854K -$264K -6,189 -22%
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$837K +$417K +9,779 +79%
UH
221
Unigestion Holding
Switzerland
$830K +$935K +21,933 New
MLICM
222
Metropolitan Life Insurance Company (MetLife)
New York
$821K -$5.46K -128 -0.6%
TCOT
223
Trust Company of Toledo
Ohio
$819K
Truist Financial
224
Truist Financial
North Carolina
$819K +$514K +12,062 +126%
EAM
225
Eukles Asset Management
Ohio
$815K -$106K -2,481 -10%