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A.O. Smith

340 hedge funds and large institutions have $4.34B invested in A.O. Smith in 2015 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 122 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $14.5M

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

9% more funds holding

Funds holding: 312340 (+28)

5% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 116

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.73% less ownership

Funds ownership: 176.96%176.23% (-0.73%)

10% less capital invested

Capital invested by funds: $4.83B → $4.34B (-$492M)

Holders
340
Holders Change
+28
Holders Change %
+8.97%
% of All Funds
9.49%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
58
Increased
122
Reduced
116
Closed
28
Calls
$40.4M
Puts
$14.5M
Net Calls
+$25.9M
Net Calls Change
-$3.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$404M +$2.76M +80,836 +0.7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$331M -$25.2M -736,948 -7%
State Street
3
State Street
Massachusetts
$248M -$9.57M -280,068 -4%
JHIU
4
Janus Henderson Investors US
Colorado
$194M +$10.8M +315,952 +6%
BFA
5
BlackRock Fund Advisors
California
$157M +$3.28M +96,078 +2%
BIT
6
BlackRock Institutional Trust
California
$157M -$7.1M -207,616 -4%
PAMU
7
Pictet Asset Management (UK)
United Kingdom
$147M +$2.91M +85,028 +2%
Wells Fargo
8
Wells Fargo
California
$141M +$33.8M +988,592 +30%
Invesco
9
Invesco
Georgia
$123M -$3.9M -113,988 -3%
O
10
OppenheimerFunds
New York
$115M -$16.9M -493,288 -12%
ORI
11
Oak Ridge Investments
Illinois
$99.9M +$517K +15,140 +0.5%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$92.2M -$2.76M -80,780 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$91.5M -$14.5M -425,374 -13%
Victory Capital Management
14
Victory Capital Management
Texas
$84.2M +$87.5M +2,559,540 +11,162%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$75.4M -$1.28M -37,460 -2%
ABC
16
Anchor Bolt Capital
Illinois
$64.5M +$12M +350,676 +22%
Prudential Financial
17
Prudential Financial
New Jersey
$62.4M -$18.9M -554,100 -22%
KI
18
Kalmar Investments
Delaware
$60.3M -$5.39M -157,626 -8%
KAM
19
Keeley Asset Management
Illinois
$50.3M -$4.67M -136,560 -8%
Northern Trust
20
Northern Trust
Illinois
$46.1M +$886K +25,916 +2%
Goldman Sachs
21
Goldman Sachs
New York
$44.1M +$7.31M +213,856 +19%
AQR Capital Management
22
AQR Capital Management
Connecticut
$42.2M +$16M +468,596 +57%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$39.3M -$10.5M -307,012 -20%
Norges Bank
24
Norges Bank
Norway
$38M +$2.49M +72,786 +7%
Millennium Management
25
Millennium Management
New York
$34.1M +$17M +496,392 +91%