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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
AIM
401
Advantage Investment Management
Iowa
$24K -$24.1K -500 -50%
NFG
402
Next Financial Group
Texas
$24K
AF
403
Arrow Financial
New York
$21K
CAW
404
Cornerstone Advisors (Washington)
Washington
$21K
BFEC
405
Benjamin F. Edwards & Company
Missouri
$19K -$48.2K -1,000 -71%
KT
406
Kanaly Trust
Texas
$19K +$18.1K +376 +1,343%
TRCT
407
Tower Research Capital (TRC)
New York
$17K -$584K -12,104 -97%
KTC
408
Kistler-Tiffany Companies
Pennsylvania
$17K
BIG
409
Bellwether Investment Group
Tennessee
$17K +$16.8K +349 New
SFG
410
SevenBridge Financial Group
Pennsylvania
$15K -$14.3K -296 -50%
DBT
411
Dubuque Bank & Trust
Iowa
$14K
LNB
412
Ledyard National Bank
$14K
WCBA
413
Weaver C. Barksdale & Associates
Tennessee
$14K +$1.3K +27 +10%
GAM
414
Gemmer Asset Management
California
$13K -$1.11K -23 -8%
SPIA
415
Steward Partners Investment Advisory
New York
$13K +$14.2K +294 New
RFA
416
Reilly Financial Advisors
California
$12K
PCM
417
Prelude Capital Management
New York
$11K +$4.78K +99 +76%
IUHSA
418
Itau Unibanco Holding S.A.
Brazil
$10K +$5.3K +110 +110%
WIM
419
Westside Investment Management
California
$7.83K +$7.81K +162 New
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$7K -$53.2K -1,103 -88%
Acadian Asset Management
421
Acadian Asset Management
Massachusetts
$6K -$594K -12,318 -99%
PA
422
Parallel Advisors
California
$6K +$6.46K +134 New
GBT
423
Grove Bank & Trust
Florida
$5K +$4.82K +100 New
GRP
424
Global Retirement Partners
California
$4K +$3.76K +78 New
WA
425
WealthTrust-Arizona
Arizona
$4K +$4.05K +84 New