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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
OMCS
376
Old Mutual Customised Solutions
South Africa
$175K +$62.7K +1,300 +54%
FHA
377
First Horizon Advisors
Tennessee
$173K -$84.4K -1,750 -50%
MSV
378
MN Services Vermogensbeheer
Netherlands
$170K
WAM
379
Wealthspire Advisors (Maryland)
Maryland
$153K -$4.24K -88 -3%
MAM
380
Meeder Asset Management
Ohio
$140K -$59.2K -1,228 -29%
VanEck Associates
381
VanEck Associates
New York
$99K +$9.31K +193 +10%
GWM
382
Geneos Wealth Management
Colorado
$73K
FIB
383
First Interstate Bank
Montana
$66K
Toronto Dominion Bank
384
Toronto Dominion Bank
Ontario, Canada
$61K -$48 -1 -0.1%
Creative Planning
385
Creative Planning
Kansas
$60K -$2.46K -51 -4%
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$59K +$59.6K +1,236 New
NC
387
NewSquare Capital
Pennsylvania
$57K
VCM
388
Versant Capital Management
Arizona
$56K -$3.13K -65 -5%
DADC
389
D.A. Davidson & Co
Montana
$54K -$1.06K -22 -2%
FBT
390
First Bank & Trust
South Dakota
$53K +$53.5K +1,110 New
PG
391
Patten Group
Tennessee
$49K -$48.2K -1,000 -50%
Fuller & Thaler Asset Management
392
Fuller & Thaler Asset Management
California
$47K
EA
393
Edge Advisors
Georgia
$43K +$43.9K +910 New
CBOA
394
Commonwealth Bank of Australia
Australia
$33K +$14.5K +300 +75%
MRCM
395
M&R Capital Management
New Jersey
$28K
FPFS
396
First Personal Financial Services
North Carolina
$27K +$1.25K +26 +5%
FNBT
397
FineMark National Bank & Trust
Florida
$27K +$5.79K +120 +26%
RFWA
398
RPg Family Wealth Advisory
Massachusetts
$25.7K -$4.67M -96,826 -99%
PCM
399
Penserra Capital Management
California
$25K -$707K -14,658 -96%
PMFA
400
Plante Moran Financial Advisors
Michigan
$24K -$31.2K -646 -56%