We are live on ! Find out more
AOS icon

A.O. Smith

258 hedge funds and large institutions have $3.11B invested in A.O. Smith in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more capital invested

Capital invested by funds: $2.52B → $3.11B (+$588M)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 260258 (-2)

0.91% less ownership

Funds ownership: 175.01%174.1% (-0.91%)

27% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 112

29% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $3.07M

Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
29
Increased
82
Reduced
112
Closed
29
Calls
$2.18M
Puts
$3.07M
Net Calls
-$893K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Burney Company
Virginia
$226K +$209K +10,000 New
NA
227
Navellier & Associates
Nevada
$216K -$65.7K -3,142 -25%
SF
228
Sarofim Fayez
Texas
$203K +$188K +9,000 New
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$161K +$628 +30 +0.4%
CAL
230
Capital Analysts LLC
Pennsylvania
$155K +$502 +24 +0.4%
IRS
231
Invictus RG (Singapore)
Singapore
$104K +$78.9K +3,774 +458%
JIC
232
Joel Isaacson & Co
New York
$102K
WIL
233
Winifred I. Li
$68K -$33.5K -1,600 -35%
RNS
234
Robert N. Shapiro
$64K -$19.2K -920 -24%
Fuller & Thaler Asset Management
235
Fuller & Thaler Asset Management
California
$59K -$12.6K -600 -19%
TRCT
236
Tower Research Capital (TRC)
New York
$57K +$34.8K +1,662 +188%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$48K -$18.6K -890 -30%
Jones Financial Companies
238
Jones Financial Companies
Missouri
$31K
GT
239
Glenmede Trust
Pennsylvania
$28K +$26K +1,244 New
NC
240
NewSquare Capital
Pennsylvania
$27K +$25.1K +1,200 New
WT
241
Whittier Trust
California
$26K +$24K +1,148 New
Creative Planning
242
Creative Planning
Kansas
$25K +$16.1K +772 +241%
Envestnet Asset Management
243
Envestnet Asset Management
Illinois
$24K -$1.47M -70,286 -99%
SGAM
244
Smith Group Asset Management
Texas
$19K -$460 -22 -3%
BFEC
245
Benjamin F. Edwards & Company
Missouri
$18K
LIA
246
LS Investment Advisors
Michigan
$16K -$4.18K -200 -22%
PTC
247
Private Trust Company
Ohio
$16K +$460 +22 +3%
Canada Pension Plan Investment Board
248
Canada Pension Plan Investment Board
Ontario, Canada
$14K +$12.6K +600 New
Bessemer Group
249
Bessemer Group
New Jersey
$12K -$335 -16 -3%
MFS
250
MSI Financial Services
Massachusetts
$11K