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A.O. Smith

252 hedge funds and large institutions have $3.27B invested in A.O. Smith in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 111 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

30% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 111

57% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 46

58% less call options, than puts

Call options by funds: $401K | Put options by funds: $961K

Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$401K
Puts
$961K
Net Calls
Net Calls Change

Top Buyers

1 +$92.8M
2 +$28.8M
3 +$27.7M
4
State Street
State Street
Massachusetts
+$27.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$25.1M

Top Sellers

1 -$71.8M
2 -$24.5M
3 -$19.9M
4
O
OppenheimerFunds
New York
-$19.5M
5
CAM
Congress Asset Management
Massachusetts
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$1.61M
127
$1.6M
128
$1.58M
129
$1.58M
130
$1.56M
131
$1.5M
132
$1.47M
133
$1.46M
134
$1.45M
135
$1.39M
136
$1.37M
137
$1.31M
138
$1.31M
139
$1.31M
140
$1.3M
141
$1.24M
142
$1.23M
143
$1.21M
144
$1.2M
145
$1.11M
146
$1.09M
147
$1.09M
148
$1.05M
149
$1.05M
150
$1.04M