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A.O. Smith

258 hedge funds and large institutions have $3.11B invested in A.O. Smith in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

23% more capital invested

Capital invested by funds: $2.52B → $3.11B (+$588M)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 260258 (-2)

0.91% less ownership

Funds ownership: 175.01%174.1% (-0.91%)

27% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 112

29% less call options, than puts

Call options by funds: $2.18M | Put options by funds: $3.07M

Holders
258
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
8.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
29
Increased
82
Reduced
112
Closed
29
Calls
$2.18M
Puts
$3.07M
Net Calls
-$893K
Net Calls Change
+$71K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$277M +$7.78M +372,090 +3%
State Street
2
State Street
Massachusetts
$235M -$17.1M -818,052 -7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$199M +$133M +6,343,982 +258%
SB
4
Suntrust Banks
Georgia
$148M +$1.26M +60,460 +0.9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$131M -$690K -33,000 -0.6%
BFA
6
BlackRock Fund Advisors
California
$121M +$7.39M +353,042 +7%
Invesco
7
Invesco
Georgia
$111M +$39.8M +1,900,478 +63%
ORI
8
Oak Ridge Investments
Illinois
$87.2M -$3.83M -183,324 -5%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$86.6M +$8.45K +404 +0%
BIT
10
BlackRock Institutional Trust
California
$82.5M -$16M -767,078 -17%
KI
11
Kalmar Investments
Delaware
$70.8M -$557K -26,630 -0.8%
O
12
OppenheimerFunds
New York
$67.1M +$4.39M +210,040 +8%
AI
13
Axiom Investors
Connecticut
$60.8M -$2.33M -111,600 -4%
KAM
14
Keeley Asset Management
Illinois
$55.1M -$9.61M -459,270 -16%
Wells Fargo
15
Wells Fargo
California
$52.9M -$9.98M -477,320 -17%
FCM
16
Frontier Capital Management
Massachusetts
$51M +$812K +38,820 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$47.4M +$3.74M +178,808 +9%
FAM
18
Fred Alger Management
New York
$45.4M +$9.68M +462,708 +30%
RA
19
Royce & Associates
New York
$45M
CCI
20
Columbus Circle Investors
$43.8M +$161K +7,710 +0.4%
Prudential Financial
21
Prudential Financial
New Jersey
$41.3M +$3.54M +169,000 +10%
RIM
22
Rainier Investment Management
Washington
$40.7M -$3.97M -189,820 -10%
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$40M -$1.12M -53,400 -3%
SCM
24
Sandler Capital Management
New York
$35.2M +$28.4M +1,360,000 +684%
TAM
25
Tiverton Asset Management
Delaware
$34.6M