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A.O. Smith

287 hedge funds and large institutions have $3.71B invested in A.O. Smith in 2013 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 86 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 32

19% more capital invested

Capital invested by funds: $3.11B → $3.71B (+$604M)

11% more funds holding

Funds holding: 258287 (+29)

3.17% more ownership

Funds ownership: 174.1%177.27% (+3.2%)

0% less call options, than puts

Call options by funds: $2.11M | Put options by funds: $2.12M

23% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 111

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
287
Holders Change
+29
Holders Change %
+11.24%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
63
Increased
86
Reduced
111
Closed
32
Calls
$2.11M
Puts
$2.12M
Net Calls
-$10K
Net Calls Change
+$883K
Name Holding Trade Value Shares
Change
Change in
Stake
RP
251
Reinhart Partners
Wisconsin
$224K -$69.2K -2,700 -24%
PC
252
Passport Capital
California
$213K -$207K -8,064 -51%
GVT
253
Genesee Valley Trust
New York
$211K -$76.1K -2,970 -28%
CAL
254
Capital Analysts LLC
Pennsylvania
$174K -$9.94K -388 -6%
SIA
255
SeaBridge Investment Advisors
New Jersey
$167K -$797K -31,100 -83%
Teacher Retirement System of Texas
256
Teacher Retirement System of Texas
Texas
$160K -$367K -14,316 -71%
JIC
257
Joel Isaacson & Co
New York
$121K
ST
258
Spot Trading
Illinois
$97K +$92.2K +3,600 New
PCM
259
Prelude Capital Management
New York
$85K -$249K -9,702 -76%
WIL
260
Winifred I. Li
$81K
SEC
261
Seven Eight Capital
New York
$81K +$76.9K +3,000 New
BNP Paribas Financial Markets
262
BNP Paribas Financial Markets
France
$77.2K +$73.4K +2,864 New
Creative Planning
263
Creative Planning
Kansas
$72K +$40K +1,560 +143%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$58K +$1.02K +40 +2%
Legal & General Group
265
Legal & General Group
United Kingdom
$39K +$36.9K +1,440 New
NC
266
NewSquare Capital
Pennsylvania
$32K
QT
267
Quantbot Technologies
New York
$32K +$30.7K +1,200 New
AP
268
Advisors Preferred
Maryland
$26K +$25.1K +978 New
MFS
269
MSI Financial Services
Massachusetts
$24K +$10.2K +400 +83%
WEC
270
Winslow Evans & Crocker
Massachusetts
$23K +$21.5K +840 New
BJ
271
BlackRock Japan
Japan
$23K +$22K +858 New
BFEC
272
Benjamin F. Edwards & Company
Missouri
$22K
TRCT
273
Tower Research Capital (TRC)
New York
$21K -$45.5K -1,776 -70%
PTC
274
Private Trust Company
Ohio
$19K -$51 -2 -0.3%
LIA
275
LS Investment Advisors
Michigan
$19K