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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 %
SH
301
Svenska Handelsbanken
Sweden
$493K – – –
AA
302
ALPS Advisors
Colorado
$483K -$30.7K -696 -6%
TD Asset Management
303
TD Asset Management
Ontario, Canada
$483K +$483K +10,970 New
CIM
304
Calvert Investment Management
Maryland
$473K +$473K +10,732 New
GH
305
GAM Holding
Switzerland
$472K +$472K +10,718 New
Teacher Retirement System of Texas
306
Teacher Retirement System of Texas
Texas
$471K -$338K -7,666 -42%
HAG
307
HighPoint Advisor Group
Illinois
$456K +$456K +9,674 New
BWP
308
Baldwin Wealth Partners
Massachusetts
$453K -$1.38M -31,240 -75%
JIP
309
Jaffetilchin Investment Partners
Florida
$443K +$39.7K +902 +10%
CTC
310
Central Trust Company
Missouri
$441K +$14.1K +320 +3%
SMDAM
311
Sumitomo Mitsui DS Asset Management
Japan
$441K +$441K +10,014 New
DL
312
Delta Lloyd
Netherlands
$416K +$416K +9,442 New
Fayez Sarofim & Co
313
Fayez Sarofim & Co
Texas
$396K – – –
KCM
314
Kanawha Capital Management
Virginia
$396K – – –
SI
315
SII Investments
Wisconsin
$380K -$25K -568 -6%
BF
316
BOK Financial
Oklahoma
$372K +$14.4K +326 +4%
Skandinaviska Enskilda Banken (SEB)
317
Skandinaviska Enskilda Banken (SEB)
Sweden
$370K +$370K +8,400 New
CRCP
318
Copper Rock Capital Partners
Massachusetts
$361K +$361K +8,194 New
JPMPWA
319
J.P. Morgan Private Wealth Advisors
California
$346K -$22.6K -512 -6%
BBHC
320
Brown Brothers Harriman & Co
New York
$345K – – –
M&T Bank
321
M&T Bank
New York
$338K +$35.5K +808 +12%
VKH
322
Virtu KCG Holdings
New York
$334K +$334K +7,578 New
Bessemer Group
323
Bessemer Group
New Jersey
$326K -$106K -2,400 -24%
AG
324
Advisor Group
Arizona
$325K +$325K +7,420 New
WAM
325
World Asset Management
Michigan
$321K -$2.47K -56 -0.8%
11 12
13
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