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A.O. Smith
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Overview Fund Activity

411 hedge funds and large institutions have $5.9B invested in A.O. Smith in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 134 increasing their positions, 144 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+43
Holders Change %
+11.68%
% of All Funds
10.98%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
81
Increased
134
Reduced
144
Closed
33
Calls
$23.8M
Puts
$10.5M
Net Calls
+$13.3M
Net Calls Change
-$6.62M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$123M
2
WRF
2
Waddell & Reed Financial
Kansas
$48.8M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$57.6M
4
FCM
4
Frontier Capital Management
Massachusetts
$64.1M
5
State Street
5
State Street
Massachusetts
$341M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$32.6M
2
ABC
2
Anchor Bolt Capital
Illinois
$0
3
JIM
3
Jupiter Investment Management
United Kingdom
$0
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$151M
5
Millennium Management
5
Millennium Management
New York
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$45.4M -$2.18M -49,464 -5%
KAM
27
Keeley Asset Management
Illinois
$45.3M -$5.49M -124,726 -11%
Ameriprise
28
Ameriprise
Minnesota
$44.3M -$2.08M -47,254 -4%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$44.1M +$4.8M +108,964 +12%
EWM
30
Evercore Wealth Management
New York
$38.8M +$402K +9,136 +1%
Principal Financial Group
31
Principal Financial Group
Iowa
$35.7M +$1.55M +35,242 +5%
AAM
32
Ardevora Asset Management
United Kingdom
$32.8M +$2.19M +49,600 +7%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$32.6M -$62.9M -1,427,696 -66%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$31.5M +$1.05M +23,916 +3%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$31.1M -$9.33M -211,674 -23%
FIM
36
Foresters Investment Management
New York
$31M +$1.12M +25,500 +4%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$30.6M -$799K -18,144 -3%
CS
38
Credit Suisse
Switzerland
$30.6M -$1.6M -36,240 -5%
RS
39
Robeco Schweiz
Switzerland
$29.8M -$10.5M -245,290 -26%
EA
40
Ecofin Advisors
United Kingdom
$29.6M -$6.35M -144,210 -18%
KI
41
Kalmar Investments
Delaware
$29.3M +$846K +19,210 +3%
Allianz Asset Management
42
Allianz Asset Management
Germany
$28M +$579K +13,154 +2%
NFA
43
Nationwide Fund Advisors
Ohio
$27.5M -$206K -4,678 -0.7%
Handelsbanken Fonder
44
Handelsbanken Fonder
Sweden
$25.8M +$1.59M +36,000 +7%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$24.3M -$432K -9,800 -2%
RA
46
Royce & Associates
New York
$23.6M – – –
BG
47
BlackRock Group
United Kingdom
$23.3M +$15.2M +344,840 +188%
TCIM
48
TIAA CREF Investment Management
New York
$22.9M +$2.55M +57,900 +13%
BHC
49
Bowen Hanes & Co
Florida
$22.9M – – –
JAM
50
Jupiter Asset Management
United Kingdom
$22.3M -$229K -5,196 -1%
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