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A.O. Smith

366 hedge funds and large institutions have $5.16B invested in A.O. Smith in 2015 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 34

29% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $33.4M

19% more capital invested

Capital invested by funds: $4.34B → $5.16B (+$823M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more funds holding

Funds holding: 340366 (+26)

4.26% more ownership

Funds ownership: 176.23%180.49% (+4.3%)

23% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 140

Holders
366
Holders Change
+26
Holders Change %
+7.65%
% of All Funds
9.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.31%
New
66
Increased
108
Reduced
140
Closed
34
Calls
$42.9M
Puts
$33.4M
Net Calls
+$9.55M
Net Calls Change
-$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$479M +$3.99M +105,718 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$361M -$28.4M -753,440 -7%
State Street
3
State Street
Massachusetts
$287M -$4.89M -129,678 -2%
JHIU
4
Janus Henderson Investors US
Colorado
$222M -$6.02M -159,458 -3%
BFA
5
BlackRock Fund Advisors
California
$197M +$11.8M +313,786 +7%
BIT
6
BlackRock Institutional Trust
California
$164M -$19.9M -527,640 -11%
O
7
OppenheimerFunds
New York
$158M +$22.5M +596,668 +17%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$153M -$19.7M -522,618 -12%
Wells Fargo
9
Wells Fargo
California
$149M -$16.4M -433,898 -10%
Invesco
10
Invesco
Georgia
$127M -$17.2M -457,154 -12%
ORI
11
Oak Ridge Investments
Illinois
$117M -$331K -8,768 -0.3%
JP Morgan Chase
12
JP Morgan Chase
New York
$105M -$2.33M -61,710 -2%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$101M -$6.85M -181,482 -6%
Victory Capital Management
14
Victory Capital Management
Texas
$98.5M -$425K -11,262 -0.4%
ABC
15
Anchor Bolt Capital
Illinois
$94.1M +$18M +478,266 +24%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$80.9M -$7.59M -201,162 -9%
AAMU
17
AEGON Asset Management (UK)
United Kingdom
$73.9M +$72.7M +1,927,984 New
AQR Capital Management
18
AQR Capital Management
Connecticut
$71.5M +$21.5M +570,648 +44%
KI
19
Kalmar Investments
Delaware
$68.5M -$2.29M -60,826 -3%
Goldman Sachs
20
Goldman Sachs
New York
$57.8M +$5.92M +156,878 +12%
KAM
21
Keeley Asset Management
Illinois
$55.4M -$3.68M -97,518 -6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$52.9M +$6.65M +176,286 +15%
Northern Trust
23
Northern Trust
Illinois
$52.1M -$2.05M -54,292 -4%
Norges Bank
24
Norges Bank
Norway
$46.5M +$1.72M +45,624 +4%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$43.5M +$30.1M +797,860 +236%