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A.O. Smith

366 hedge funds and large institutions have $5.16B invested in A.O. Smith in 2015 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 34

29% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $33.4M

19% more capital invested

Capital invested by funds: $4.34B → $5.16B (+$823M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 340366 (+26)

4.26% more ownership

Funds ownership: 176.23%180.49% (+4.3%)

23% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 140

Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
9.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.31%
New
66
Increased
108
Reduced
140
Closed
34
Calls
$42.9M
Puts
$33.4M
Net Calls
+$9.55M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
51
TimesSquare Capital Management
New York
$20.2M -$10.3M -272,400 -34%
BHC
52
Bowen Hanes & Co
Florida
$19.9M +$1.89M +50,000 +11%
PP
53
Patten & Patten
Tennessee
$19.6M +$243K +6,440 +1%
Morgan Stanley
54
Morgan Stanley
New York
$19.4M +$16.4K +434 +0.1%
Principal Financial Group
55
Principal Financial Group
Iowa
$19.2M +$401K +10,634 +2%
Zurich Cantonal Bank
56
Zurich Cantonal Bank
Switzerland
$18.2M -$1.47M -38,894 -8%
Bank of America
57
Bank of America
North Carolina
$17.5M +$1.27M +33,758 +8%
JAM
58
Jupiter Asset Management
United Kingdom
$17M
FQ
59
First Quadrant
California
$16.7M +$16.4M +435,600 New
BIM
60
BlackRock Investment Management
Delaware
$16.3M -$137K -3,624 -0.8%
RG
61
Rathbones Group
United Kingdom
$16.1M
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$16M +$11.8M +312,622 +295%
UBS AM
63
UBS AM
Illinois
$16M -$1.6M -42,278 -9%
Ameriprise
64
Ameriprise
Minnesota
$15.8M +$67.4K +1,786 +0.4%
Charles Schwab
65
Charles Schwab
California
$15.4M +$819K +21,720 +6%
GAM
66
Gotham Asset Management
New York
$15.4M +$15.1M +400,784 New
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$15.2M +$558K +14,780 +4%
Westfield Capital Management
68
Westfield Capital Management
Massachusetts
$15.1M +$14.9M +393,830 New
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$14.9M -$2.3M -61,000 -14%
LIM
70
Lorem Ipsum Management
New York
$14.1M +$1.81M +47,980 +15%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$13.8M -$30.2K -800 -0.2%
GIM
72
GCA Investment Management
New York
$13.7M +$13.5M +358,024 New
GT
73
Glenmede Trust
Pennsylvania
$13.5M -$132K -3,492 -1%
Brown Advisory
74
Brown Advisory
Maryland
$13.3M +$547K +14,492 +4%
SGAM
75
Smith Group Asset Management
Texas
$12.9M +$3.67M +97,180 +41%