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A.O. Smith
AOS

Overview Fund Activity

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
Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
9.61%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
66
Increased
108
Reduced
140
Closed
34
Calls
$42.9M
Puts
$33.4M
Net Calls
+$9.55M
Net Calls Change
-$16.3M

Top Buyers

1
AAMU
1
AEGON Asset Management (UK)
United Kingdom
$73.9M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$43.5M
3
EWM
3
Evercore Wealth Management
New York
$23.2M
4
O
4
OppenheimerFunds
New York
$158M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$71.5M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$23.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$361M
3
PWAM
3
Park West Asset Management
California
$0
4
BIT
4
BlackRock Institutional Trust
California
$164M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$4.81M +$22.4K +584 +0.5%
TPSF
127
Texas Permanent School Fund
Texas
$4.77M -$22.3K -582 -0.5%
TAM
128
Trillium Asset Management
Massachusetts
$4.75M +$2.62M +68,360 +123%
Capital Fund Management (CFM)
129
Capital Fund Management (CFM)
France
$4.75M +$4.26M +111,284 +878%
WI
130
WBI Investments
New Jersey
$4.74M +$3.74M +97,666 +374%
LPL Financial
131
LPL Financial
California
$4.68M +$3.35M +89,704 +253%
PPA
132
Parametric Portfolio Associates
Washington
$4.64M -$323K -8,440 -7%
CCM
133
Channing Capital Management
Illinois
$4.58M – – –
OTPPB
134
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.43M – – –
AW
135
ACG Wealth
Georgia
$4.38M -$14.8K -386 -0.3%
RFC
136
Russell Frank Company
Washington
$4.25M -$337K -8,644 -7%
AIMCA
137
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.9M +$3.9M +101,740 New
MOACM
138
Mutual of America Capital Management
New York
$3.86M -$44.7K -1,168 -1%
WHG
139
Westwood Holdings Group
Texas
$3.85M – – –
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$3.84M -$758K -19,774 -16%
Credit Agricole
141
Credit Agricole
France
$3.82M -$237K -6,176 -6%
LMGAM
142
Liberty Mutual Group Asset Management
Massachusetts
$3.74M +$1.27M +33,128 +51%
Federated Hermes
143
Federated Hermes
Pennsylvania
$3.73M -$9.97M -260,346 -73%
AllianceBernstein
144
AllianceBernstein
Tennessee
$3.64M -$57.4K -1,498 -2%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$3.59M -$11.2M -292,724 -76%
HFS
146
HL Financial Services
Kentucky
$3.56M -$169K -4,404 -5%
Comerica Bank
147
Comerica Bank
Texas
$3.51M -$613K -18,248 -15%
RU
148
RobecoSam USA
New York
$3.32M -$383K -10,000 -10%
SAM
149
Scopus Asset Management
New York
$3.06M +$3.06M +80,000 New
Fiera Capital (Canada)
150
Fiera Capital (Canada)
Quebec, Canada
$2.99M +$448K +11,700 +18%
4 5
6
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