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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
BCIM
176
British Columbia Investment Management
British Columbia, Canada
$3.2M -$3.22M -66,752 -50%
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$3.16M +$1.2M +24,825 +60%
QIM
178
Quantitative Investment Management
Virginia
$3.15M +$2.78M +57,600 +640%
B
179
Barings
North Carolina
$3.15M +$680K +14,100 +27%
MC
180
Maverick Capital
Texas
$3.13M +$3.19M +66,080 New
LIA
181
LBMC Investment Advisors
Tennessee
$3.06M +$35.5K +736 +1%
AAF
182
Andra AP-fonden
Sweden
$2.97M -$559K -11,600 -16%
VOYA Investment Management
183
VOYA Investment Management
Georgia
$2.89M -$171K -3,542 -5%
DCM
184
Donaldson Capital Management
Indiana
$2.87M -$312K -6,468 -10%
SOMRS
185
State of Michigan Retirement System
Michigan
$2.82M -$4.82K -100 -0.2%
Macquarie Group
186
Macquarie Group
Australia
$2.79M +$458K +9,500 +19%
ASRS
187
Arizona State Retirement System
Arizona
$2.7M -$429K -8,900 -14%
CEP
188
Chicago Equity Partners
Illinois
$2.66M +$173K +3,590 +7%
PCM
189
Penn Capital Management
Pennsylvania
$2.65M -$2.36M -48,887 -72%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$2.63M
AIMCA
191
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.61M -$213K -4,410 -7%
MAM
192
Mastrapasqua Asset Management
Tennessee
$2.58M +$56.4K +1,170 +2%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$2.57M -$3.45M -71,616 -57%
BTS
194
BB&T Securities
Virginia
$2.45M -$1.2M -24,809 -50%
RIM
195
Reliant Investment Management
Tennessee
$2.35M -$2.22M -45,930 -48%
AIP
196
Ameritas Investment Partners
Nebraska
$2.28M
HighTower Advisors
197
HighTower Advisors
Illinois
$2.27M -$19.3K -400 -0.8%
HCM
198
Holland Capital Management
Illinois
$2.26M -$620K -12,852 -21%
JG
199
Jefferies Group
New York
$2.24M +$1.88M +38,881 +466%
QT
200
Quantbot Technologies
New York
$2.13M +$2.18M +45,110 New