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A.O. Smith

499 hedge funds and large institutions have $7.67B invested in A.O. Smith in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 180 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

1% more funds holding

Funds holding: 496499 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.16% less ownership

Funds ownership: 89.67%89.5% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 180

7% less capital invested

Capital invested by funds: $8.29B → $7.67B (-$616M)

87% less call options, than puts

Call options by funds: $4.89M | Put options by funds: $37.1M

Holders
499
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
11.42%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
55
Increased
173
Reduced
180
Closed
47
Calls
$4.89M
Puts
$37.1M
Net Calls
-$32.2M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$930M +$14.3M +226,993 +1%
BlackRock
2
BlackRock
New York
$604M +$7.07M +112,242 +1%
State Street
3
State Street
Massachusetts
$423M +$17.5K +277 +0%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$415M +$2.32M +36,879 +0.5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$284M +$38.2M +605,830 +14%
Brown Advisory
6
Brown Advisory
Maryland
$274M -$12.7M -200,758 -4%
Select Equity Group
7
Select Equity Group
New York
$246M -$4.4M -69,798 -2%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$206M +$19M +301,269 +9%
Morgan Stanley
9
Morgan Stanley
New York
$206M +$185M +2,927,749 +532%
Invesco
10
Invesco
Georgia
$205M +$37.6M +596,444 +21%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$194M -$137M -2,168,203 -40%
IAMU
12
Impax Asset Management (UK)
United Kingdom
$135M +$18.6M +294,430 +15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$112M +$5.28M +83,706 +5%
Wells Fargo
14
Wells Fargo
California
$112M -$5.09M -80,702 -4%
Norges Bank
15
Norges Bank
Norway
$106M -$4.85M -77,011 -4%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$100M -$4.78M -75,915 -4%
WRF
17
Waddell & Reed Financial
Kansas
$98.3M +$11.8M +187,800 +13%
Artisan Partners
18
Artisan Partners
Wisconsin
$96.9M -$6.15M -97,525 -6%
Northern Trust
19
Northern Trust
Illinois
$93.3M +$202K +3,210 +0.2%
Victory Capital Management
20
Victory Capital Management
Texas
$80.3M -$33.6M -533,846 -28%
FCM
21
Frontier Capital Management
Massachusetts
$74.2M -$4.13M -65,496 -5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$71.4M -$614K -9,740 -0.8%
JIM
23
Jupiter Investment Management
United Kingdom
$68.3M +$72.8M +1,155,298 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$66M +$331K +5,253 +0.5%
ProShare Advisors
25
ProShare Advisors
Maryland
$60.2M -$2.98M -47,322 -4%