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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
First Trust Advisors
101
First Trust Advisors
Illinois
$7.64M -$6.93M -183,608 -48%
Retirement Systems of Alabama
102
Retirement Systems of Alabama
Alabama
$7.37M +$14.1K +374 +0.2%
Jacobs Levy Equity Management
103
Jacobs Levy Equity Management
New Jersey
$7.31M
SEI Investments
104
SEI Investments
Pennsylvania
$7.12M +$2.64M +70,014 +60%
BlackRock
105
BlackRock
New York
$7M -$1.35M -35,736 -16%
BAM
106
Baring Asset Management
United Kingdom
$6.91M -$475K -12,602 -7%
ECP
107
Elk Creek Partners
Colorado
$6.86M -$29.2K -774 -0.4%
ERSOT
108
Employees Retirement System of Texas
Texas
$6.67M
VAM
109
Visium Asset Management
New York
$6.55M +$6.45M +171,000 New
ACM
110
Azimuth Capital Management
Michigan
$6.24M +$214K +5,680 +4%
Allianz Asset Management
111
Allianz Asset Management
Germany
$6.19M -$4.14M -109,718 -40%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$6.19M -$849K -22,508 -12%
PCM
113
Penn Capital Management
Pennsylvania
$6.08M -$3.56M -94,232 -37%
GF
114
Gabelli Funds
New York
$6.07M -$45.3K -1,200 -0.8%
OAM
115
Origin Asset Management
United Kingdom
$6.07M
FP
116
Foundry Partners
Minnesota
$5.95M +$5.86M +155,194 New
OAC
117
OMERS Administration Corp
Ontario, Canada
$5.73M +$890K +23,600 +19%
BG
118
BlackRock Group
United Kingdom
$5.71M -$621K -16,464 -10%
WAM
119
Water Asset Management
New York
$5.58M -$6.73M -178,352 -55%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$5.53M +$4.32M +114,608 +386%
CIC
121
Crawford Investment Counsel
Georgia
$5.43M -$226K -6,000 -4%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$5.31M -$22.1K -586 -0.4%
AIA
123
AGF Investments America
Ontario, Canada
$5.23M +$1.3M +34,372 +34%
UBS Group
124
UBS Group
Switzerland
$5.06M -$5.08M -134,676 -50%
SO
125
STRS Ohio
Ohio
$4.83M -$377K -10,000 -7%