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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
Geode Capital Management
26
Geode Capital Management
Massachusetts
$53M +$2.37M +49,058 +5%
Ameriprise
27
Ameriprise
Minnesota
$43.7M -$4.76M -98,611 -10%
O
28
OppenheimerFunds
New York
$43.4M -$70.5M -1,461,495 -61%
Principal Financial Group
29
Principal Financial Group
Iowa
$42.8M +$469K +9,721 +1%
EWM
30
Evercore Wealth Management
New York
$38.6M -$157K -3,247 -0.4%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$37.3M -$2.05M -42,510 -5%
Deutsche Bank
32
Deutsche Bank
Germany
$36M -$6M -124,415 -14%
TCIM
33
TIAA CREF Investment Management
New York
$35.1M -$633K -13,130 -2%
GT
34
Glenmede Trust
Pennsylvania
$34.7M +$18.6M +385,812 +111%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$32.5M -$506K -10,484 -2%
KAM
36
Keeley Asset Management
Illinois
$30.1M -$14.1M -291,376 -31%
BG
37
BlackRock Group
United Kingdom
$29.3M +$1.8M +37,375 +6%
AAM
38
Ardevora Asset Management
United Kingdom
$29.1M -$1.88M -38,900 -6%
SGAM
39
Smith Group Asset Management
Texas
$28.3M +$12.3M +255,302 +75%
GA
40
Geneva Advisors
Illinois
$27.3M +$16M +330,882 +135%
PCM
41
Peregrine Capital Management
Minnesota
$26.7M +$457K +9,472 +2%
NFA
42
Nationwide Fund Advisors
Ohio
$26.7M +$1.44M +29,842 +6%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$26.6M -$2.71M -56,209 -9%
FIM
44
Foresters Investment Management
New York
$26.5M +$371K +7,700 +1%
KI
45
Kalmar Investments
Delaware
$26.4M -$3.48M -72,254 -11%
Handelsbanken Fonder
46
Handelsbanken Fonder
Sweden
$26.2M -$1.54M -32,000 -5%
Allianz Asset Management
47
Allianz Asset Management
Germany
$25.1M +$542K +11,246 +2%
Morgan Stanley
48
Morgan Stanley
New York
$24.8M +$2.21M +45,843 +10%
BIM
49
BlackRock Investment Management
Delaware
$24.8M +$4.24M +87,821 +20%
JP Morgan Chase
50
JP Morgan Chase
New York
$24.1M -$1.06M -21,969 -4%