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A.O. Smith
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Overview Fund Activity

287 hedge funds and large institutions have $4.43B invested in A.O. Smith in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+31
Holders Change %
+12.11%
% of All Funds
7.66%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
50
Increased
96
Reduced
95
Closed
15
Calls
$4.36M
Puts
$1.26M
Net Calls
+$3.11M
Net Calls Change
+$3.53M

Top Buyers

1
ABC
Anchor Bolt Capital
Illinois
$54.3M
2
Prudential Financial
Prudential Financial
New Jersey
$78.6M
3
B
Baird
Wisconsin
$26M
4
BIT
BlackRock Institutional Trust
California
$155M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$21.5M

Top Sellers

1
VFA
Virtus Fund Advisers
Connecticut
$25.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$142M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$450M
4
IAMU
Impax Asset Management (UK)
United Kingdom
$32.8M
5
KI
Kalmar Investments
Delaware
$68.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
201
Rockefeller Financial Services
New York
$644K – – –
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$643K – – –
AL
203
Airain Ltd
Guernsey
$637K +$637K +19,388 New
DTL
204
Dynamic Technology Lab
Singapore
$587K +$587K +17,878 New
Calamos Advisors
205
Calamos Advisors
Illinois
$568K -$151K -4,600 -21%
AP
206
AHL Partners
United Kingdom
$566K +$566K +17,244 New
OAM
207
Oberweis Asset Management
Illinois
$565K +$565K +17,200 New
AA
208
ALPS Advisors
Colorado
$541K +$541K +16,472 New
AW
209
Alpha Windward
Massachusetts
$528K +$497K +15,120 +1,582%
FNBSF
210
First National Bank Sioux Falls
South Dakota
$518K – – –
SC
211
Skylands Capital
Wisconsin
$506K – – –
MC
212
Menta Capital
California
$506K – – –
ST
213
Smithfield Trust
Pennsylvania
$501K -$48.6K -1,480 -9%
SCM
214
Shelton Capital Management
Colorado
$473K -$38.7K -1,180 -8%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$473K +$262K +8,006 +125%
VKH
216
Virtu KCG Holdings
New York
$464K +$464K +14,124 New
CAM
217
Capstone Asset Management
Texas
$455K +$32.8K +1,000 +8%
JPMPWA
218
J.P. Morgan Private Wealth Advisors
California
$447K -$12.6K -384 -3%
OA
219
OFI Advisors
Pennsylvania
$430K -$2.5K -76 -0.6%
AG
220
Algert Global
California
$427K +$427K +13,000 New
Canada Life
221
Canada Life
Manitoba, Canada
$425K – – –
CB
222
Chemical Bank
Michigan
$407K – – –
WAM
223
World Asset Management
Michigan
$398K -$3.94K -120 -1%
Stifel Financial
224
Stifel Financial
Missouri
$393K -$1.14M -34,712 -74%
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$387K – – –
7 8
9
10 11