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A.O. Smith
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Overview Fund Activity

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.

Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
9.61%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
66
Increased
108
Reduced
140
Closed
34
Calls
$42.9M
Puts
$33.4M
Net Calls
+$9.55M
Net Calls Change
-$16.3M

Top Buyers

1
AAMU
1
AEGON Asset Management (UK)
United Kingdom
$73.9M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$43.5M
3
EWM
3
Evercore Wealth Management
New York
$23.2M
4
O
4
OppenheimerFunds
New York
$158M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$71.5M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$23.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$361M
3
PWAM
3
Park West Asset Management
California
$0
4
BIT
4
BlackRock Institutional Trust
California
$164M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
326
Fifth Third Bancorp
Ohio
$69K 1,810 +938 +108%
DADC
327
D.A. Davidson & Co
Montana
$65K 1,716 -190 -10%
Fuller & Thaler Asset Management
328
Fuller & Thaler Asset Management
California
$61K 1,600 – –
IWM
329
Integrated Wealth Management
California
$55K 1,426 – –
VCM
330
Versant Capital Management
Arizona
$55K 1,450 +1,450 New
FIB
331
First Interstate Bank
Montana
$54K 1,400 – –
PG
332
Patten Group
Tennessee
$53.6K 1,400 -460 -25%
IA
333
IFP Advisors
Florida
$48K 1,244 +1,244 New
NC
334
NewSquare Capital
Pennsylvania
$46K 1,200 – –
SEC
335
Seven Eight Capital
New York
$38K 1,000 +1,000 New
GWM
336
Gupta Wealth Management
California
$37K 974 – –
GAM
337
Gemmer Asset Management
California
$33K 872 – –
AW
338
Alpha Windward
Massachusetts
$23K 608 -13,470 -96%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$21K 554 – –
VFA
340
Virtus Fund Advisers
Connecticut
$20K 514 – –
NFG
341
Next Financial Group
Texas
$19K 500 – –
DSC
342
Duncker Streett & Co
Missouri
$19K 500 +500 New
AF
343
Arrow Financial
New York
$17K 450 – –
KTC
344
Kistler-Tiffany Companies
Pennsylvania
$14K 360 – –
OFS
345
Orrstown Financial Services
Pennsylvania
$13K 334 – –
HIM
346
Hillsdale Investment Management
Ontario, Canada
$13K 340 +340 New
Creative Planning
347
Creative Planning
Kansas
$12K 324 -128 -28%
LNB
348
Ledyard National Bank
$11K 288 – –
DBT
349
Dubuque Bank & Trust
Iowa
$11K 300 +300 New
WCBA
350
Weaver C. Barksdale & Associates
Tennessee
$10K 266 -46 -15%
12 13
14
15 16