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A.O. Smith

258 hedge funds and large institutions have $3.11B invested in A.O. Smith in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more capital invested

Capital invested by funds: $2.52B → $3.11B (+$588M)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 260258 (-2)

0.91% less ownership

Funds ownership: 175.01%174.1% (-0.91%)

27% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 112

29% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $3.07M

Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
29
Increased
82
Reduced
112
Closed
29
Calls
$2.18M
Puts
$3.07M
Net Calls
-$893K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
151
CenturyLink Investment Management
Colorado
$795K -$121K -5,774 -14%
KeyBank National Association
152
KeyBank National Association
Ohio
$780K +$30.1K +1,440 +4%
RU
153
RobecoSam USA
New York
$779K
B
154
Barings
North Carolina
$705K -$172K -8,200 -21%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$705K +$37K +1,770 +6%
OA
156
OFI Advisors
Pennsylvania
$681K +$52.3K +2,500 +9%
SCA
157
SAC Capital Advisors
Connecticut
$675K -$8.53M -407,720 -93%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$652K +$346K +16,544 +135%
FMA
159
Fiduciary Management Associates
Illinois
$646K -$92.9K -4,440 -13%
BCIM
160
British Columbia Investment Management
British Columbia, Canada
$633K +$33.3K +1,592 +6%
PFM
161
Phillips Financial Management
Indiana
$632K
MCM
162
Munder Capital Management
Michigan
$627K -$34.5K -1,650 -6%
MWNA
163
Marshall Wace North America
New York
$626K +$580K +27,716 New
Jennison Associates
164
Jennison Associates
New York
$624K -$635K -30,344 -52%
URS
165
Utah Retirement Systems
Utah
$623K -$4.18K -200 -0.7%
EMG
166
Ellington Management Group
Connecticut
$610K +$565K +27,000 New
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$563K +$100K +4,778 +24%
MCM
168
MAI Capital Management
Ohio
$560K
MLM
169
Mount Lucas Management
Pennsylvania
$548K +$34.6K +1,654 +7%
AIS
170
AlphaOne Investment Services
Pennsylvania
$544K
Los Angeles Capital Management
171
Los Angeles Capital Management
California
$541K
ST
172
Smithfield Trust
Pennsylvania
$509K -$251 -12 -0.1%
TCOT
173
Trust Company of Toledo
Ohio
$509K
JHIU
174
Janus Henderson Investors US
Colorado
$506K +$469K +22,400 New
NG
175
NatWest Group
United Kingdom
$501K -$218K -10,406 -32%