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A.O. Smith

366 hedge funds and large institutions have $5.16B invested in A.O. Smith in 2015 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 34

29% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $33.4M

19% more capital invested

Capital invested by funds: $4.34B → $5.16B (+$823M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 340366 (+26)

4.26% more ownership

Funds ownership: 176.23%180.49% (+4.3%)

23% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 140

Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
9.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.31%
New
66
Increased
108
Reduced
140
Closed
34
Calls
$42.9M
Puts
$33.4M
Net Calls
+$9.55M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$69K +$35.4K +938 +108%
DADC
327
D.A. Davidson & Co
Montana
$65K -$7.17K -190 -10%
Fuller & Thaler Asset Management
328
Fuller & Thaler Asset Management
California
$61K
IWMPD
329
Integrated Wealth Management (Palm Desert)
California
$55K
VCM
330
Versant Capital Management
Arizona
$55K +$54.7K +1,450 New
FIB
331
First Interstate Bank
Montana
$54K
PG
332
Patten Group
Tennessee
$53.6K -$17.4K -460 -25%
IA
333
IFP Advisors
Florida
$48K +$46.9K +1,244 New
NC
334
NewSquare Capital
Pennsylvania
$46K
SEC
335
Seven Eight Capital
New York
$38K +$37.7K +1,000 New
GWM
336
Gupta Wealth Management
California
$37K
GAM
337
Gemmer Asset Management
California
$33K
AW
338
Alpha Windward
Massachusetts
$23K -$508K -13,470 -96%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$21K
VFA
340
Virtus Fund Advisers
Connecticut
$20K
NFG
341
Next Financial Group
Texas
$19K
DSC
342
Duncker Streett & Co
Missouri
$19K +$18.9K +500 New
AF
343
Arrow Financial
New York
$17K
KTC
344
Kistler-Tiffany Companies
Pennsylvania
$14K
OFS
345
Orrstown Financial Services
Pennsylvania
$13K
HIM
346
Hillsdale Investment Management
Ontario, Canada
$13K +$12.8K +340 New
Creative Planning
347
Creative Planning
Kansas
$12K -$4.83K -128 -28%
LNB
348
Ledyard National Bank
$11K
DBT
349
Dubuque Bank & Trust
Iowa
$11K +$11.3K +300 New
WCBA
350
Weaver C. Barksdale & Associates
Tennessee
$10K -$1.74K -46 -15%