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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
BTIS
426
BB&T Investment Services
North Carolina
$4K +$4.2K +87 New
PCP
427
Proficio Capital Partners
Massachusetts
$3K -$4.92K -102 -61%
MDCM
428
Morgan Dempsey Capital Management
Wisconsin
$3K
EARNEST Partners
429
EARNEST Partners
Georgia
$3K +$3.33K +69 New
AssetMark Inc
430
AssetMark Inc
California
$2K -$2.22K -46 -50%
QCG
431
Quadrant Capital Group
Ohio
$2K -$2.12K -44 -50%
ZB
432
Zions Bancorporation
Utah
$2K -$2.12K -44 -50%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$2K
BFM
434
Boothbay Fund Management
New York
$1.11K +$280K +5,800 +33%
WTB
435
Washington Trust Bank
Washington
$1K
WA
436
Winfield Associates
Ohio
$1K
EFSCE
437
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.11K +23 New
OFW
438
Omnia Family Wealth
Florida
$1K +$1.25K +26 New
LS
439
Livforsakringsbolaget Skandia
Sweden
$644 -$231K -4,800 -26%
ED
440
Exane Derivatives
France
$237 +$241 +5 New
SI
441
Sensato Investors
California
-$12.8M -259,902 Closed
MTB
442
Mizuho Trust & Banking
Japan
-$11.7M -236,170 Closed
OAC
443
OMERS Administration Corp
Ontario, Canada
-$6.55M -132,600 Closed
American Century Companies
444
American Century Companies
Missouri
-$5.55M -112,320 Closed
GCC
445
Guardian Capital (Canada)
Ontario, Canada
-$4.65M -94,146 Closed
DILH
446
Dai-ichi Life Holdings
Japan
-$4.49M -90,958 Closed
Alyeska Investment Group
447
Alyeska Investment Group
Illinois
-$4.05M -82,082 Closed
CCM
448
Channing Capital Management
Illinois
-$3M -60,812 Closed
PG
449
PEAK6 Group
Illinois
-$2.76M -57,156 Closed
EGM
450
Engineers Gate Manager
New York
-$2.59M -52,498 Closed