We are live on ! Find out more
AOS icon

A.O. Smith

450 hedge funds and large institutions have $6.26B invested in A.O. Smith in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% more ownership

Funds ownership: 90.6%94.85% (+4.2%)

6% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $9.3M

4% more capital invested

Capital invested by funds: $6.01B → $6.26B (+$242M)

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

6% less funds holding

Funds holding: 478450 (-28)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 75

Holders
450
Holders Change
-28
Holders Change %
-5.86%
% of All Funds
9.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
48
Increased
162
Reduced
173
Closed
75
Calls
$9.89M
Puts
$9.3M
Net Calls
+$588K
Net Calls Change
+$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$761M -$4.11M -88,794 -0.6%
BlackRock
2
BlackRock
New York
$551M -$7.17M -155,097 -1%
State Street
3
State Street
Massachusetts
$462M +$47.5M +1,027,106 +12%
BBHC
4
Brown Brothers Harriman & Co
New York
$224M +$217M +4,694,545 +64,940%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$182M +$146K +3,163 +0.1%
PAMU
6
Pictet Asset Management (UK)
United Kingdom
$168M +$9.09M +196,593 +6%
AllianceBernstein
7
AllianceBernstein
Tennessee
$158M -$28.4M -614,257 -16%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$142M +$56.3M +1,217,804 +69%
American Century Companies
9
American Century Companies
Missouri
$131M +$127M +2,750,567 New
Invesco
10
Invesco
Georgia
$117M -$11.4M -245,828 -9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$108M +$1.43M +30,980 +1%
WRF
12
Waddell & Reed Financial
Kansas
$107M +$6.92M +149,708 +7%
Wells Fargo
13
Wells Fargo
California
$105M +$57M +1,232,814 +128%
ProShare Advisors
14
ProShare Advisors
Maryland
$101M +$28.2M +610,993 +40%
Bank of America
15
Bank of America
North Carolina
$88.3M +$12.5M +270,000 +17%
EVM
16
Eaton Vance Management
Massachusetts
$83.8M +$22.1M +477,390 +37%
Bessemer Group
17
Bessemer Group
New Jersey
$82.1M -$8.46M -183,045 -10%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$75.3M +$5.19M +112,358 +8%
Northern Trust
19
Northern Trust
Illinois
$75.2M -$1.47M -31,886 -2%
Norges Bank
20
Norges Bank
Norway
$70.3M -$33.5M -725,280 -33%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$69.6M +$61.1M +1,320,565 +950%
EIP
22
Epoch Investment Partners
New York
$65.9M +$58M +1,255,540 +996%
EAM
23
Eagle Asset Management
Florida
$64.1M -$311K -6,734 -0.5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$60.7M +$448K +9,694 +0.8%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$49.9M +$1.42M +30,685 +3%