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A.O. Smith

440 hedge funds and large institutions have $6.21B invested in A.O. Smith in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 196 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

3% more funds holding

Funds holding: 427440 (+13)

4% less capital invested

Capital invested by funds: $6.47B → $6.21B (-$260M)

21% less call options, than puts

Call options by funds: $14M | Put options by funds: $17.8M

33% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 196

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

89.65% less ownership

Funds ownership: 178.41%88.75% (-90%)

Holders
440
Holders Change
+13
Holders Change %
+3.04%
% of All Funds
11%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
64
Increased
131
Reduced
196
Closed
44
Calls
$14M
Puts
$17.8M
Net Calls
-$3.76M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
N
126
Natixis
France
$6.69M +$344K +7,132 +5%
CIM
127
Calvert Investment Management
Maryland
$6.69M +$6.14M +127,314 +917%
Two Sigma Advisers
128
Two Sigma Advisers
New York
$6.61M -$23.4M -486,153 -78%
WBC
129
Westpac Banking Corp
Australia
$6.52M -$666K -13,800 -9%
ECP
130
Elk Creek Partners
Colorado
$6.4M -$221K -4,578 -3%
Wellington Management Group
131
Wellington Management Group
Massachusetts
$6.35M -$349K -7,242 -5%
KCM
132
Kennedy Capital Management
Missouri
$6.26M +$1.05M +21,858 +20%
TAM
133
Tyers Asset Management
Texas
$6.03M +$6.14M +127,288 New
PI
134
Putnam Investments
Massachusetts
$6.01M +$10.8K +224 +0.2%
Los Angeles Capital Management
135
Los Angeles Capital Management
California
$5.81M -$50.2K -1,040 -0.8%
NIMI
136
Natixis Investment Managers International
France
$5.73M +$174K +3,607 +3%
TAM
137
Trillium Asset Management
Massachusetts
$5.71M -$136K -2,828 -2%
GF
138
Goodman Financial
Texas
$5.66M +$17.4K +360 +0.3%
MOACM
139
Mutual of America Capital Management
New York
$5.61M -$140K -2,893 -2%
Comerica Bank
140
Comerica Bank
Texas
$5.54M +$532K +11,021 +11%
Citigroup
141
Citigroup
New York
$5.4M +$690K +14,312 +14%
HCM
142
Hilton Capital Management
New York
$5.34M +$5.44M +112,792 New
Canada Life
143
Canada Life
Manitoba, Canada
$5.3M +$126K +2,610 +2%
TPSF
144
Texas Permanent School Fund
Texas
$5.1M -$252K -5,225 -5%
WHG
145
Westwood Holdings Group
Texas
$4.94M -$289K -6,000 -5%
SO
146
STRS Ohio
Ohio
$4.93M -$20.6M -427,663 -80%
CS
147
Candriam SCA
Luxembourg
$4.86M +$4.95M +102,699 New
Capital Fund Management (CFM)
148
Capital Fund Management (CFM)
France
$4.74M +$731K +15,165 +18%
NA
149
Neuburgh Advisers
California
$4.74M +$4.82M +100,012 New
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$4.54M +$1.26M +26,085 +37%