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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
Zurich Cantonal Bank
51
Zurich Cantonal Bank
Switzerland
$23.6M -$627K -13,005 -3%
RG
52
Rathbones Group
United Kingdom
$23.6M -$96.5K -2,000 -0.4%
TA
53
Teachers Advisors
New York
$23M +$15.7M +326,381 +205%
Charles Schwab
54
Charles Schwab
California
$22.9M +$1.11M +23,007 +5%
JAM
55
Jupiter Asset Management
United Kingdom
$22.6M
BA
56
BlackRock Advisors
Delaware
$22.5M +$6.74M +139,687 +42%
RS
57
Robeco Schweiz
Switzerland
$22.3M -$10.4M -215,437 -32%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$22.2M -$2.78M -57,700 -11%
EAM
59
Eagle Asset Management
Florida
$22M -$229K -4,748 -1%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$21.4M +$283K +5,875 +1%
PP
61
Patten & Patten
Tennessee
$21.4M -$525K -10,881 -2%
First Trust Advisors
62
First Trust Advisors
Illinois
$21.1M +$15.5M +322,224 +261%
Bank of America
63
Bank of America
North Carolina
$20.9M -$2.95M -61,132 -12%
TCM
64
TimesSquare Capital Management
New York
$20.4M +$7.8M +161,700 +60%
Swiss National Bank
65
Swiss National Bank
Switzerland
$19.5M
RA
66
Royce & Associates
New York
$19.2M -$2.99M -61,900 -13%
EA
67
Ecofin Advisors
United Kingdom
$19.1M -$3.55M -73,666 -15%
UBS AM
68
UBS AM
Illinois
$18.9M -$548K -11,355 -3%
CS
69
Credit Suisse
Switzerland
$18.4M -$12.8M -264,371 -40%
BHC
70
Bowen Hanes & Co
Florida
$18.2M -$6.51M -135,000 -26%
TAM
71
Tiverton Asset Management
Delaware
$18.1M -$1.74M -36,008 -9%
GIM
72
GCA Investment Management
New York
$18.1M -$1.48M -30,600 -7%
MIP
73
Marietta Investment Partners
Wisconsin
$16.9M -$176K -3,640 -1%
RIM
74
Rainier Investment Management
Washington
$16M -$1.43M -29,590 -8%
ClearBridge Investments
75
ClearBridge Investments
New York
$15.9M +$547K +11,347 +3%