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A.O. Smith

440 hedge funds and large institutions have $6.21B invested in A.O. Smith in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 196 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

3% more funds holding

Funds holding: 427440 (+13)

4% less capital invested

Capital invested by funds: $6.47B → $6.21B (-$260M)

21% less call options, than puts

Call options by funds: $14M | Put options by funds: $17.8M

33% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 196

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

89.65% less ownership

Funds ownership: 178.41%88.75% (-90%)

Holders
440
Holders Change
+13
Holders Change %
+3.04%
% of All Funds
11%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
64
Increased
131
Reduced
196
Closed
44
Calls
$14M
Puts
$17.8M
Net Calls
-$3.76M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
251
Transform Wealth
Colorado
$995K -$4.82K -100 -0.5%
RJFSA
252
Raymond James Financial Services Advisors
Florida
$982K -$319K -6,616 -24%
Ninety One (UK)
253
Ninety One (UK)
United Kingdom
$975K +$994K +20,601 New
JWM
254
Jackson Wealth Management
Florida
$968K +$975K +20,212 New
WIS
255
Wright Investors Service
Connecticut
$964K -$788K -16,345 -45%
SBIA
256
Sheaff Brock Investment Advisors
Indiana
$931K +$23.5K +487 +3%
RFS
257
Rockefeller Financial Services
New York
$928K
VKH
258
Virtu KCG Holdings
New York
$916K +$84.4K +1,751 +10%
MCM
259
Manchester Capital Management
Vermont
$883K
P
260
Pitcairn
Pennsylvania
$882K +$899K +18,634 New
EAM
261
EULAV Asset Management
Florida
$881K +$289K +6,000 +48%
GH
262
GAM Holding
Switzerland
$878K +$411K +8,518 +85%
SAM
263
Securian Asset Management
Minnesota
$869K +$15.8K +328 +2%
SLAM
264
Swiss Life Asset Management
$862K
CIBC World Market
265
CIBC World Market
Ontario, Canada
$860K +$143K +2,967 +20%
CL
266
CIM LLC
New York
$856K -$12.7K -263 -1%
JIP
267
Jaffetilchin Investment Partners
Florida
$854K -$244K -5,060 -22%
RCM
268
Riverhead Capital Management
Delaware
$852K +$367K +7,600 +73%
CAM
269
Capstone Asset Management
Texas
$834K -$79.1K -1,640 -9%
CIC
270
Crawford Investment Counsel
Georgia
$828K -$31.3K -650 -4%
SG Americas Securities
271
SG Americas Securities
New York
$827K -$27.9M -579,505 -97%
FA
272
FDx Advisors
Illinois
$827K +$842K +17,462 New
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$777K +$35.5K +737 +5%
Nomura Asset Management
274
Nomura Asset Management
Japan
$773K -$31.8K -660 -4%
SC
275
Skylands Capital
Wisconsin
$758K -$260K -5,400 -25%