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A.O. Smith
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Overview Fund Activity

242 hedge funds and large institutions have $3.15B invested in A.O. Smith in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-10
Holders Change %
-3.97%
% of All Funds
7.03%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.15%
New
15
Increased
73
Reduced
110
Closed
23
Calls
$51K
Puts
$841K
Net Calls
-$790K
Net Calls Change
-$230K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$63.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$334M
3
Wells Fargo
Wells Fargo
California
$60.8M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.6M
5
VFA
Virtus Fund Advisers
Connecticut
$94.3M

Top Sellers

1
AI
Axiom Investors
Connecticut
$0
2
Norges Bank
Norges Bank
Norway
$29.9M
3
Renaissance Technologies
Renaissance Technologies
New York
$26.2M
4
BKBG
BHF Kleinwort Benson Group
Belgium
$6.42M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$7.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
176
Prudential plc
United Kingdom
$492K -$75.7K -3,200 -13%
AG
177
Aperio Group
California
$491K +$13.9K +586 +3%
ST
178
Smithfield Trust
Pennsylvania
$488K -$2.83K -120 -0.6%
B
179
Barings
North Carolina
$478K – – –
JG
180
Jefferies Group
New York
$478K +$478K +20,208 New
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$463K – – –
CAM
182
Capstone Asset Management
Texas
$463K +$3.78K +160 +0.8%
William Blair & Company
183
William Blair & Company
Illinois
$451K – – –
IPC
184
Independent Portfolio Consultants
Florida
$410K -$24.6K -1,040 -6%
SCM
185
Shelton Capital Management
Colorado
$402K – – –
RFS
186
Rockefeller Financial Services
New York
$389K +$104K +4,402 +36%
FNBSF
187
First National Bank Sioux Falls
South Dakota
$373K – – –
OA
188
OFI Advisors
Pennsylvania
$363K +$16.6K +702 +5%
MCM
189
McKinley Capital Management
Alaska
$355K -$43.5K -1,840 -11%
PA
190
Profund Advisors
Maryland
$350K -$140K -5,922 -29%
JPMPWA
191
J.P. Morgan Private Wealth Advisors
California
$341K +$70.6K +2,988 +26%
SG Americas Securities
192
SG Americas Securities
New York
$339K -$1.09M -46,286 -76%
WAM
193
World Asset Management
Michigan
$333K -$11.3K -478 -3%
CI
194
Cowen Inc
New York
$322K +$322K +13,600 New
JHIU
195
Janus Henderson Investors US
Colorado
$303K -$123K -5,200 -29%
OI
196
Oakbrook Investments
Illinois
$296K -$56.8K -2,400 -16%
CB
197
Chemical Bank
Michigan
$293K +$9.45K +400 +3%
MCM
198
Munder Capital Management
Michigan
$288K -$192K -8,138 -40%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$279K – – –
PP
200
Paloma Partners
Connecticut
$275K +$275K +11,600 New
6 7
8
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