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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
USAA
176
United Services Automobile Association
Texas
$777K +$287K +11,200 +64%
SCM
177
Shelton Capital Management
Colorado
$774K +$452K +17,646 +160%
PA
178
Profund Advisors
Maryland
$773K -$899K -35,096 -55%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$765K -$11.7K -458 -2%
JIP
180
Jaffetilchin Investment Partners
Florida
$764K +$244K +9,524 +51%
BCIM
181
British Columbia Investment Management
British Columbia, Canada
$755K
PFM
182
Phillips Financial Management
Indiana
$750K
Asset Management One
183
Asset Management One
Japan
$749K -$488K -19,064 -41%
PP
184
PDT Partners
New York
$744K -$294K -11,486 -29%
URS
185
Utah Retirement Systems
Utah
$744K
VKH
186
Virtu KCG Holdings
New York
$741K +$704K +27,480 New
NG
187
NatWest Group
United Kingdom
$739K +$134K +5,230 +24%
Jennison Associates
188
Jennison Associates
New York
$723K -$21K -818 -3%
MCM
189
MAI Capital Management
Ohio
$675K +$6.66K +260 +1%
ST
190
Somerset Trust
Pennsylvania
$660K +$627K +24,476 New
AAM
191
Advisors Asset Management
Colorado
$659K +$314K +12,242 +101%
FMA
192
Fiduciary Management Associates
Illinois
$656K -$110K -4,280 -15%
AIP
193
Ameritas Investment Partners
Nebraska
$651K +$619K +24,142 New
ONB
194
Old National Bancorp
Indiana
$637K -$433K -16,918 -42%
B
195
Barings
North Carolina
$636K -$195K -7,600 -24%
Calamos Advisors
196
Calamos Advisors
Illinois
$626K +$594K +23,200 New
AIS
197
AlphaOne Investment Services
Pennsylvania
$623K -$25.6K -1,000 -4%
SCM
198
Stevens Capital Management
Pennsylvania
$617K +$586K +22,866 New
CAM
199
Capstone Asset Management
Texas
$616K -$1.44M -56,236 -71%
TCOT
200
Trust Company of Toledo
Ohio
$607K