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A.O. Smith
AOS

Overview Fund Activity

411 hedge funds and large institutions have $5.9B invested in A.O. Smith in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 134 increasing their positions, 144 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+43
Holders Change %
+11.68%
% of All Funds
10.98%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
81
Increased
134
Reduced
144
Closed
33
Calls
$23.8M
Puts
$10.5M
Net Calls
+$13.3M
Net Calls Change
-$6.62M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$123M
2
WRF
Waddell & Reed Financial
Kansas
$48.8M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$57.6M
4
FCM
Frontier Capital Management
Massachusetts
$64.1M
5
State Street
State Street
Massachusetts
$341M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.6M
2
ABC
Anchor Bolt Capital
Illinois
$0
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$151M
5
Millennium Management
Millennium Management
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QSS
251
Quantitative Systematic Strategies
Florida
$970K -$577K -13,470 -37%
SC
252
Skylands Capital
Wisconsin
$969K – – –
TW
253
Transform Wealth
Colorado
$966K +$966K +21,922 New
Twin Tree Management
254
Twin Tree Management
Texas
$958K -$958K -21,736 -50%
Mitsubishi UFJ Asset Management
255
Mitsubishi UFJ Asset Management
Japan
$934K +$934K +21,200 New
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$918K +$23.8K +540 +3%
EA
257
Emerald Advisers
Pennsylvania
$905K +$127K +2,888 +16%
LOAMU
258
Lombard Odier Asset Management (USA)
New York
$895K +$895K +20,322 New
SAM
259
Shell Asset Management
Netherlands
$894K +$894K +20,282 New
CCM
260
Coldstream Capital Management
Washington
$892K +$480K +10,896 +116%
RFS
261
Rockefeller Financial Services
New York
$864K – – –
AP
262
AHL Partners
United Kingdom
$862K -$414K -9,396 -32%
CAM
263
Capstone Asset Management
Texas
$848K +$83.7K +1,900 +11%
MCM
264
Manchester Capital Management
Vermont
$822K – – –
SAM
265
Securian Asset Management
Minnesota
$794K -$92.8K -2,106 -10%
PA
266
Profund Advisors
Maryland
$791K +$89.6K +2,034 +13%
NIPH
267
NN Investment Partners Holdings
Netherlands
$740K +$61.7K +1,400 +9%
Stifel Financial
268
Stifel Financial
Missouri
$737K -$28.7K -652 -4%
CAL
269
Capital Analysts LLC
Pennsylvania
$734K -$4.14K -94 -0.6%
TIA
270
Trust Investment Advisors
Indiana
$721K -$22K -500 -3%
LIA
271
LS Investment Advisors
Michigan
$719K +$452K +10,256 +169%
PCM
272
Penserra Capital Management
California
$716K +$462K +10,498 +182%
Nomura Asset Management
273
Nomura Asset Management
Japan
$716K +$716K +16,260 New
PP
274
Prudential plc
United Kingdom
$706K – – –
IGIM
275
I.G. Investment Management
Manitoba, Canada
$698K – – –
9 10
11
12 13