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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
176
$595K
177
$574K
178
$568K
179
$565K
180
$562K
181
$562K
182
$558K
183
$529K
184
$525K
185
$515K
186
$514K
187
$504K
188
$501K
189
$500K
190
$486K
191
$482K
192
$473K
193
$456K
194
$446K
195
$421K
196
$418K
197
$391K
198
$387K
199
$382K
200
$369K