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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
BA
201
BlackRock Advisors
Delaware
$599K +$9.74K +380 +2%
AG
202
Algert Global
California
$598K +$298K +11,640 +111%
SAM
203
Securian Asset Management
Minnesota
$597K +$567K +22,146 New
MCM
204
Munder Capital Management
Michigan
$596K -$145K -5,650 -20%
RCM
205
Reynolds Capital Management
Nevada
$593K +$25.6K +1,000 +5%
ST
206
Smithfield Trust
Pennsylvania
$585K -$21K -820 -4%
COPPSERS
207
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$580K +$551K +21,508 New
AL
208
Airain Ltd
Guernsey
$566K +$538K +21,000 New
MCM
209
McKinley Capital Management
Alaska
$565K +$240K +9,366 +81%
AG
210
Aperio Group
California
$556K -$458K -17,892 Closed
T
211
TradeWorx
New Jersey
$550K +$522K +20,378 New
Natixis Advisors
212
Natixis Advisors
Massachusetts
$545K -$35.5K -1,386 -6%
PP
213
Paloma Partners
Connecticut
$537K +$511K +19,940 New
FA
214
FDx Advisors
Illinois
$533K +$506K +19,752 New
GT
215
Glenmede Trust
Pennsylvania
$530K +$474K +18,492 +1,486%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$529K
WC
217
Wexford Capital
Florida
$512K +$487K +19,000 New
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$488K -$661K -25,812 -59%
IPC
219
Independent Portfolio Consultants
Florida
$467K +$31.8K +1,240 +8%
B
220
Baird
Wisconsin
$458K +$435K +16,982 New
Credit Agricole
221
Credit Agricole
France
$448K
FNBSF
222
First National Bank Sioux Falls
South Dakota
$426K
DDC
223
DF Dent & Co
Maryland
$422K +$401K +15,660 New
TH
224
Timber Hill
Connecticut
$416K +$395K +15,430 New
WAM
225
World Asset Management
Michigan
$411K -$57.7K -2,254 -13%