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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
RIM
301
Ranger Investment Management
Texas
$499K -$204K -4,240 -29%
SAM
302
Shell Asset Management
Netherlands
$492K -$359K -7,436 -42%
SDIC
303
South Dakota Investment Council
South Dakota
$492K +$502K +10,400 New
AA
304
ALPS Advisors
Colorado
$480K +$17.3K +359 +4%
SMDAM
305
Sumitomo Mitsui DS Asset Management
Japan
$475K +$1.69K +35 +0.3%
CTC
306
Central Trust Company
Missouri
$474K
TD Asset Management
307
TD Asset Management
Ontario, Canada
$471K -$10.6K -220 -2%
HAG
308
HighPoint Advisor Group
Illinois
$470K -$489K -10,140 -52%
BWP
309
Baldwin Wealth Partners
Massachusetts
$467K
OC
310
Oppenheimer & Co
New York
$440K -$1.09M -22,547 -71%
Stifel Financial
311
Stifel Financial
Missouri
$439K -$421K -8,735 -49%
Nomura Holdings
312
Nomura Holdings
Japan
$435K +$442K +9,172 New
WAM
313
World Asset Management
Michigan
$426K -$31K -643 -7%
Fayez Sarofim & Co
314
Fayez Sarofim & Co
Texas
$426K
KCM
315
Kanawha Capital Management
Virginia
$426K
SW
316
SVB Wealth
Massachusetts
$412K +$84.6K +1,755 +25%
RFCA
317
R&F Capital Advisors
New York
$406K +$414K +8,574 New
SCM
318
Shelton Capital Management
Colorado
$404K +$412K +8,534 New
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$396K -$307K -6,358 -43%
JMPWA
320
JP Morgan Private Wealth Advisors
California
$393K +$21.1K +438 +6%
ICRM
321
Insight Capital Research & Management
California
$393K +$401K +8,305 New
SC
322
Savant Capital
Illinois
$384K +$391K +8,100 New
Two Sigma Investments
323
Two Sigma Investments
New York
$382K -$17.6M -365,785 -98%
GAM
324
Gotham Asset Management
New York
$382K +$35.6K +738 +10%
FCBT
325
First Citizens Bank & Trust
North Carolina
$377K -$173K -3,582 -31%