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A.O. Smith

258 hedge funds and large institutions have $3.11B invested in A.O. Smith in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more capital invested

Capital invested by funds: $2.52B → $3.11B (+$588M)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 260258 (-2)

0.91% less ownership

Funds ownership: 175.01%174.1% (-0.91%)

27% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 112

29% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $3.07M

Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
29
Increased
82
Reduced
112
Closed
29
Calls
$2.18M
Puts
$3.07M
Net Calls
-$893K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
51
Kennedy Capital Management
Missouri
$12.8M +$180K +8,594 +2%
PCM
52
Penn Capital Management
Pennsylvania
$12.3M -$3.33M -159,412 -23%
PAMU
53
Pictet Asset Management (UK)
United Kingdom
$12.2M -$568K -27,138 -5%
JP Morgan Chase
54
JP Morgan Chase
New York
$10.9M -$1.58M -75,412 -14%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$10.7M -$648K -31,000 -6%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$9.78M -$110K -5,262 -1%
Bank of America
57
Bank of America
North Carolina
$9.62M -$3.16M -151,100 -26%
ZIM
58
Zacks Investment Management
Illinois
$8.86M -$420K -20,058 -5%
CIC
59
Crawford Investment Counsel
Georgia
$8.83M -$846K -40,430 -9%
Morgan Stanley
60
Morgan Stanley
New York
$8.46M -$19.2M -918,136 -71%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.45M +$1.64M +78,600 +27%
WHG
62
Westwood Holdings Group
Texas
$8.12M +$950K +45,400 +14%
U
63
UBS
Switzerland
$7.8M -$776K -37,072 -10%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$7.67M -$1.46M -69,796 -17%
MIP
65
Marietta Investment Partners
Wisconsin
$7.44M +$2.26M +108,242 +49%
CEP
66
Chicago Equity Partners
Illinois
$7.36M +$6.41M +306,490 +1,600%
WRF
67
Waddell & Reed Financial
Kansas
$7.24M
American Century Companies
68
American Century Companies
Missouri
$7.17M -$538K -25,730 -8%
MAA
69
Managed Account Advisors
New Jersey
$6.92M -$389K -18,614 -6%
Brown Advisory
70
Brown Advisory
Maryland
$6.83M +$5.36M +256,084 +555%
Charles Schwab
71
Charles Schwab
California
$6.8M +$526K +25,134 +9%
RS
72
Robeco Schweiz
Switzerland
$6.5M
FIM
73
Foresters Investment Management
New York
$6.33M
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$6.29M +$180K +8,618 +3%
CCM
75
Catapult Capital Management
New York
$6.2M +$5.63M +269,304 +5,163%