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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
YMRC
351
Yorktown Management & Research Company
Virginia
$251K +$256K +5,300 New
FMT
352
First Mercantile Trust
Tennessee
$248K +$252K +5,228 New
DTL
353
Dynamic Technology Lab
Singapore
$244K +$248K +5,141 New
OIA
354
Optimum Investment Advisors
Illinois
$237K
SSA
355
Schonfeld Strategic Advisors
New York
$237K +$242K +5,009 New
AG
356
Advisor Group
Arizona
$231K -$29.3K -607 -11%
TAF
357
Tredje AP-fonden
Sweden
$229K -$69.5K -1,441 -23%
Simplex Trading
358
Simplex Trading
Illinois
$225K +$230K +4,765 New
Marshall Wace
359
Marshall Wace
United Kingdom
$219K +$223K +4,619 New
MAP
360
Moody Aldrich Partners
Massachusetts
$216K -$17.5K -363 -7%
MCM
361
McKinley Capital Management
Alaska
$213K -$18.3K -380 -8%
HC
362
Hourglass Capital
Texas
$213K
TIM
363
Thompson Investment Management
Wisconsin
$212K -$25.3K -525 -11%
WS
364
Wedbush Securities
California
$212K
VFA
365
Voya Financial Advisors
Connecticut
$209K +$211K +4,377 New
William Blair & Company
366
William Blair & Company
Illinois
$208K -$29.7K -616 -12%
IPC
367
Independent Portfolio Consultants
Florida
$203K +$207K +4,285 New
JIC
368
Joel Isaacson & Co
New York
$201K -$12.1K -250 -6%
PAM
369
Panagora Asset Management
Massachusetts
$199K -$125K -2,594 -38%
MFS
370
MSI Financial Services
Massachusetts
$196K +$27.9K +578 +16%
Bessemer Group
371
Bessemer Group
New Jersey
$194K -$159K -3,291 -45%
Nordea Investment Management
372
Nordea Investment Management
Sweden
$180K
EOJOAM
373
E. Ohman J:or Asset Management
Sweden
$180K
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$175K -$434K -9,000 -71%
Group One Trading
375
Group One Trading
Illinois
$175K -$43.6K -905 -20%