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A.O. Smith

340 hedge funds and large institutions have $4.34B invested in A.O. Smith in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 122 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $14.5M

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

9% more funds holding

Funds holding: 312340 (+28)

5% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 116

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.73% less ownership

Funds ownership: 176.96%176.23% (-0.73%)

10% less capital invested

Capital invested by funds: $4.83B → $4.34B (-$492M)

Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
9.49%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
58
Increased
122
Reduced
116
Closed
28
Calls
$40.4M
Puts
$14.5M
Net Calls
+$25.9M
Net Calls Change
-$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
301
D.A. Davidson & Co
Montana
$61K
PG
302
Patten Group
Tennessee
$60.6K
MFS
303
MSI Financial Services
Massachusetts
$55K +$40.1K +1,174 +232%
TRCT
304
Tower Research Capital (TRC)
New York
$52K -$143K -4,192 -73%
Fuller & Thaler Asset Management
305
Fuller & Thaler Asset Management
California
$52K +$13.7K +400 +33%
IWMPD
306
Integrated Wealth Management (Palm Desert)
California
$46K
FIB
307
First Interstate Bank
Montana
$46K +$47.9K +1,400 New
NC
308
NewSquare Capital
Pennsylvania
$39K
GWM
309
Gupta Wealth Management
California
$32K
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$28K -$16.7K -490 -36%
GAM
311
Gemmer Asset Management
California
$28K
W
312
Wealthfront
California
$28K +$14.4K +420 +97%
CIM
313
Cambria Investment Management
California
$23K +$23.7K +692 New
Northwestern Mutual Wealth Management
314
Northwestern Mutual Wealth Management
Wisconsin
$18K
VFA
315
Virtus Fund Advisers
Connecticut
$17K
NFG
316
Next Financial Group
Texas
$16K
BNP Paribas Financial Markets
317
BNP Paribas Financial Markets
France
$16K +$11.7K +342 +231%
AF
318
Arrow Financial
New York
$15K
P
319
Palladiem
Pennsylvania
$15K
Creative Planning
320
Creative Planning
Kansas
$15K +$15.4K +452 New
KTC
321
Kistler-Tiffany Companies
Pennsylvania
$12K
NSIM
322
North Star Investment Management
Illinois
$12K
Acadian Asset Management
323
Acadian Asset Management
Massachusetts
$11K +$4.31K +126 +57%
OFS
324
Orrstown Financial Services
Pennsylvania
$11K +$11.4K +334 New
WCBA
325
Weaver C. Barksdale & Associates
Tennessee
$10K +$342 +10 +3%