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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
First Trust Advisors
51
First Trust Advisors
Illinois
$15.3M +$10.3M +401,222 +243%
CAM
52
Congress Asset Management
Massachusetts
$14.5M -$3.7M -144,296 -21%
EA
53
Ecofin Advisors
United Kingdom
$14.5M +$12.9M +504,964 +1,632%
HI
54
Honeywell International
North Carolina
$14.4M -$3.89M -152,000 -22%
ICM
55
IronBridge Capital Management
Illinois
$14.4M -$3.65M -142,624 -21%
Ameriprise
56
Ameriprise
Minnesota
$13.6M -$8.19M -319,724 -39%
PCM
57
Penn Capital Management
Pennsylvania
$13.1M -$1.49M -58,210 -11%
NFA
58
Nationwide Fund Advisors
Ohio
$12.6M +$6.89M +269,110 +137%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$11.9M +$10.7M +416,464 +1,741%
BIM
60
BlackRock Investment Management
Delaware
$11.8M +$7.54M +294,492 +204%
Barclays
61
Barclays
United Kingdom
$10.9M +$6.99M +272,884 +198%
Principal Financial Group
62
Principal Financial Group
Iowa
$10.6M -$12.9M -505,038 -56%
STC
63
SEI Trust Company
Pennsylvania
$10.6M +$3.52M +137,520 +54%
Two Sigma Investments
64
Two Sigma Investments
New York
$10.5M +$9.95M +388,390 New
ZIM
65
Zacks Investment Management
Illinois
$10.4M -$209K -8,154 -2%
SFM
66
Systematic Financial Management
New Jersey
$10.3M -$6.2M -241,960 -39%
AIG
67
American International Group
New York
$10.1M +$7.1M +277,182 +290%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$9.98M -$2.69M -104,976 -22%
FIM
69
Foresters Investment Management
New York
$9.71M +$2.05M +80,000 +29%
MIP
70
Marietta Investment Partners
Wisconsin
$9.06M +$173K +6,750 +2%
CIC
71
Crawford Investment Counsel
Georgia
$9.05M -$1.41M -54,960 -14%
JP Morgan Chase
72
JP Morgan Chase
New York
$8.75M -$4.01M -156,500 -33%
WRF
73
Waddell & Reed Financial
Kansas
$8.64M
Deutsche Bank
74
Deutsche Bank
Germany
$8.61M +$1.84M +71,802 +29%
Charles Schwab
75
Charles Schwab
California
$8.53M +$454K +17,726 +6%