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A.O. Smith

287 hedge funds and large institutions have $3.71B invested in A.O. Smith in 2013 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 86 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 32

19% more capital invested

Capital invested by funds: $3.11B → $3.71B (+$604M)

11% more funds holding

Funds holding: 258287 (+29)

3.17% more ownership

Funds ownership: 174.1%177.27% (+3.2%)

0% less call options, than puts

Call options by funds: $2.11M | Put options by funds: $2.12M

23% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 111

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
287
Holders Change
+29
Holders Change %
+11.24%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
63
Increased
86
Reduced
111
Closed
32
Calls
$2.11M
Puts
$2.12M
Net Calls
-$10K
Net Calls Change
+$883K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$37.6M -$15.3M -596,000 -30%
Norges Bank
27
Norges Bank
Norway
$34.6M
SCM
28
Sandler Capital Management
New York
$34M -$7.65M -298,600 -19%
Morgan Stanley
29
Morgan Stanley
New York
$28M +$17M +663,558 +177%
FCAM
30
F&C Asset Management
United Kingdom
$27.8M
TCIM
31
TIAA CREF Investment Management
New York
$26.5M +$2.25M +87,842 +10%
RFC
32
Russell Frank Company
Washington
$25.3M -$5.03M -196,466 -16%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$25.3M -$866K -33,810 -3%
CCM
34
Channing Capital Management
Illinois
$25M +$1.54M +60,112 +7%
GC
35
Guggenheim Capital
Illinois
$24.8M +$21.9M +853,280 +1,298%
Goldman Sachs
36
Goldman Sachs
New York
$24.3M -$2.23M -87,162 -9%
GC
37
GW Capital
Washington
$24.3M -$543K -21,198 -2%
Renaissance Technologies
38
Renaissance Technologies
New York
$24M +$917K +35,800 +4%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$22.1M +$4.46M +173,944 +27%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$20.5M +$18.8M +735,418 +2,957%
UBS AM
41
UBS AM
Illinois
$20.4M +$396K +15,442 +2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$20.2M +$8.06M +314,696 +73%
AQR Capital Management
43
AQR Capital Management
Connecticut
$20M +$1.16M +45,200 +7%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$19.7M -$128K -5,014 -0.7%
CS
45
Credit Suisse
Switzerland
$19.4M +$2.16M +84,466 +13%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$18.7M +$3.11M +121,300 +21%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$17.1M -$222K -8,652 -1%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$16.1M -$421K -16,432 -3%
Select Equity Group
49
Select Equity Group
New York
$15.7M +$14.9M +581,040 New
KCM
50
Kennedy Capital Management
Missouri
$15.4M +$103K +4,006 +0.7%