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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
PPA
126
Parametric Portfolio Associates
Washington
$2.59M -$544K -21,238 -18%
BG
127
BlackRock Group
United Kingdom
$2.55M -$2.76M -107,634 -53%
MOACM
128
Mutual of America Capital Management
New York
$2.55M +$2.42M +94,426 New
GF
129
Gerstein Fisher
New York
$2.46M +$433K +16,920 New
FQ
130
First Quadrant
California
$2.46M +$2.34M +91,200 New
GI
131
GAMCO Investors
Connecticut
$2.43M
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$2.16M -$2.18M -85,000 -52%
DILH
133
Dai-ichi Life Holdings
Japan
$2.11M -$1.73M -67,660 -46%
NTCOC
134
Northern Trust Company of Connecticut
Connecticut
$2.09M -$161K -6,268 -7%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$2M -$448K -17,482 -19%
TAM
136
Tocqueville Asset Management
New York
$1.95M -$95.6K -3,730 -5%
SOMRS
137
State of Michigan Retirement System
Michigan
$1.94M +$1.84M +71,800 New
MCM
138
Manchester Capital Management
Vermont
$1.91M
RJA
139
Raymond James & Associates
Florida
$1.9M +$359K +14,026 +25%
JAM
140
Jupiter Asset Management
United Kingdom
$1.87M -$354K -13,824 -17%
LPL Financial
141
LPL Financial
California
$1.69M -$131K -5,112 -8%
IRF
142
IBM Retirement Fund
New York
$1.63M -$40.2K -1,568 -3%
CCIA
143
Campbell & Co Investment Adviser
Maryland
$1.61M +$1.53M +59,774 New
LTFS
144
Ladenburg Thalmann Financial Services
Florida
$1.6M -$146K -5,686 -9%
LIA
145
LBMC Investment Advisors
Tennessee
$1.59M
SBH
146
Segall Bryant & Hamill
Illinois
$1.58M -$402K -15,672 -21%
MAM
147
Mastrapasqua Asset Management
Tennessee
$1.57M +$21K +820 +1%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.51M +$333K +12,986 +30%
PI
149
Placemark Investments
Illinois
$1.5M -$92.9K -3,626 -6%
FMT
150
First Mercantile Trust
Tennessee
$1.42M +$179K +7,000 +15%