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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
FP
76
Foundry Partners
Minnesota
$8.35M +$7.93M +309,700 New
WHG
77
Westwood Holdings Group
Texas
$8.31M -$1.31M -51,200 -14%
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$8.2M -$909K -35,476 -10%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$8.13M +$2.03M +79,208 +36%
Brown Advisory
80
Brown Advisory
Maryland
$8.04M -$99.6K -3,888 -1%
U
81
UBS
Switzerland
$7.94M -$1.3M -50,634 -15%
MAA
82
Managed Account Advisors
New Jersey
$7.67M -$560K -21,870 -7%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$7.55M +$46.1K +1,800 +0.6%
Fuller & Thaler Asset Management
84
Fuller & Thaler Asset Management
California
$7.27M +$6.84M +267,000 +10,269%
HCM
85
Holland Capital Management
Illinois
$7.03M
SGAM
86
Smith Group Asset Management
Texas
$6.96M +$6.59M +257,388 +30,569%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$6.89M +$6.53M +254,800 +42,467%
JHIU
88
Janus Henderson Investors US
Colorado
$6.61M +$5.71M +222,800 +995%
ICM
89
ICC Capital Management
Florida
$6.42M +$867K +33,822 +17%
UOC
90
UBS O'Connor
Illinois
$6.27M +$5.96M +232,532 New
American Century Companies
91
American Century Companies
Missouri
$5.98M -$2.45M -95,438 -30%
Millennium Management
92
Millennium Management
New York
$5.97M +$5.15M +200,906 +990%
CRCP
93
Copper Rock Capital Partners
Massachusetts
$5.89M +$34.6K +1,350 +0.6%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$5.87M +$1.03M +40,320 +23%
MSA
95
Mason Street Advisors
Wisconsin
$5.79M +$893K +34,868 +19%
WI
96
Wafra Inc
New York
$5.67M +$5.39M +210,400 New
Bank of America
97
Bank of America
North Carolina
$5.49M -$5.69M -222,038 -52%
CEP
98
Chicago Equity Partners
Illinois
$5.23M -$3.38M -131,800 -40%
Retirement Systems of Alabama
99
Retirement Systems of Alabama
Alabama
$5.13M +$4.87M +190,260 New
US Bancorp
100
US Bancorp
Minnesota
$4.86M -$473K -18,444 -9%