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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$852M -$6.17M -124,207 -0.8%
BlackRock
2
BlackRock
New York
$517M -$2.97M -59,780 -0.6%
State Street
3
State Street
Massachusetts
$498M +$19.1M +384,076 +4%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$207M -$20.3M -409,025 -10%
AllianceBernstein
5
AllianceBernstein
Tennessee
$164M -$32.5M -653,400 -18%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$143M -$18.1M -363,190 -12%
Invesco
7
Invesco
Georgia
$129M -$40.6M -817,041 -25%
CVA
8
Ceredex Value Advisors
Florida
$128M +$23.5M +473,546 +25%
Norges Bank
9
Norges Bank
Norway
$117M -$33.3M -670,776 -23%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$113M +$3.38M +68,001 +3%
Wells Fargo
11
Wells Fargo
California
$113M +$861K +17,320 +0.8%
WRF
12
Waddell & Reed Financial
Kansas
$105M +$2.73M +54,929 +3%
Northern Trust
13
Northern Trust
Illinois
$85.7M +$242K +4,873 +0.3%
ProShare Advisors
14
ProShare Advisors
Maryland
$84.1M -$835K -16,802 -1%
EVM
15
Eaton Vance Management
Massachusetts
$81.7M +$72.4M +1,457,319 +1,947%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$80M -$3.11M -62,510 -4%
Bank of America
17
Bank of America
North Carolina
$77.3M +$37M +744,704 +106%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$75M +$9.57M +192,448 +16%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$70.5M -$29.3M -588,601 -31%
Bessemer Group
20
Bessemer Group
New Jersey
$69.2M +$64.3M +1,292,944 +28,101%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$65.8M +$1.17M +23,633 +2%
Two Sigma Investments
22
Two Sigma Investments
New York
$60.4M -$46.9M -942,851 -45%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$54.3M +$25.5M +513,037 +102%
Brown Advisory
24
Brown Advisory
Maryland
$53.2M +$6.5M +130,743 +15%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$52.4M +$6.57M +132,220 +16%