We are live on
!
Find out more
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: 427 → 440 (+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: 18 → 10 (-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
Top Buyers
Top Sellers
| 1 |
O
OppenheimerFunds
New York
|
-$70.5M |
| 2 |
State Street
Boston,
Massachusetts
|
-$57.5M |
| 3 |
SG Americas Securities
New York
|
-$27.9M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$27.6M |
| 5 |
Two Sigma Advisers
New York
|
-$23.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
476
Rational Advisors
Huntington,
New York
| – | -$99K | -2,000 | Closed |
|
477
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$79K | -1,600 | Closed |
|
|
IWMPD
478
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$70K | -1,426 | Closed |
|
|
AIM
479
Acrospire Investment Management
Chicago,
Illinois
| – | -$30K | -600 | Closed |
|
|
CYG
480
Clean Yield Group
Norwich,
Vermont
| – | -$23K | -474 | Closed |
|
|
DPA
481
Delphi Private Advisors
San Diego,
California
| – | -$1K | -30 | Closed |
|
|
JFA
482
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$1K | -28 | Closed |
|
|
S
483
SignatureFD
Atlanta,
Georgia
| – | -$1K | -28 | Closed |
|
|
PFO
484
Pathstone Family Office
Englewood,
New Jersey
| – | -$1K | -26 | Closed |
|