AOS icon

A.O. Smith
AOS

Overview Fund Activity

242 hedge funds and large institutions have $3.15B invested in A.O. Smith in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-10
Holders Change %
-3.97%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.15%
New
15
Increased
73
Reduced
110
Closed
23
Calls
$51K
Puts
$841K
Net Calls
-$790K
Net Calls Change
-$230K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
3
Wells Fargo
Wells Fargo
California
$60.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.6M
5
VFA
Virtus Fund Advisers
Connecticut
$94.3M

Top Sellers

1
AI
Axiom Investors
Connecticut
$0
2
Norges Bank
Norges Bank
Norway
$29.9M
3
Renaissance Technologies
Renaissance Technologies
New York
$26.2M
4
BKBG
BHF Kleinwort Benson Group
Belgium
$6.42M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$7.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
226
LS Investment Advisors
Michigan
$17K – – –
BBHC
227
Brown Brothers Harriman & Co
New York
$15K – – –
PTC
228
Private Trust Company
Ohio
$13K – – –
DADC
229
D.A. Davidson & Co
Montana
$13K – – –
AF
230
Arrow Financial
New York
$11K +$11K +450 New
WCBA
231
Weaver C. Barksdale & Associates
Tennessee
$10K +$246 +10 +3%
Manulife (Manufacturers Life Insurance)
232
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.93K +$14 +578 +0.1%
KTC
233
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
Bessemer Group
234
Bessemer Group
New Jersey
$8K – – –
MFS
235
MSI Financial Services
Massachusetts
$7K -$5K -200 -42%
LNB
236
Ledyard National Bank
$7K – – –
Envestnet Asset Management
237
Envestnet Asset Management
Illinois
$3K -$7.85K -314 -72%
MA
238
MUFG Americas
New York
$2K -$2.64K -116 -57%
NES
239
New England Securities
New York
$2K – – –
CFA
240
Carroll Financial Associates
North Carolina
$2K – – –
CAW
241
Cornerstone Advisors (Washington)
Washington
$1K – – –
AI
242
Axiom Investors
Connecticut
– -$43.5M -1,756,600 Closed
D.E. Shaw & Co
243
D.E. Shaw & Co
New York
– -$3.61M -145,766 Closed
CAM
244
Congress Asset Management
Massachusetts
– -$2.39M -96,494 Closed
Citadel Advisors
245
Citadel Advisors
Florida
– -$2.17M -87,434 Closed
RJA
246
Raymond James & Associates
Florida
– -$1.58M -63,888 Closed
NCCM
247
Nine Chapters Capital Management
New Jersey
– -$1.05M -42,400 Closed
HSBC Holdings
248
HSBC Holdings
United Kingdom
– -$1.03M -41,722 Closed
JIM
249
Jupiter Investment Management
United Kingdom
– -$674K -27,200 Closed
Natixis Advisors
250
Natixis Advisors
Massachusetts
– -$629K -25,370 Closed
7 8 9
10
11