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A.O. Smith

440 hedge funds and large institutions have $6.21B invested in A.O. Smith in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 196 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

3% more funds holding

Funds holding: 427440 (+13)

4% less capital invested

Capital invested by funds: $6.47B → $6.21B (-$260M)

21% less call options, than puts

Call options by funds: $14M | Put options by funds: $17.8M

33% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 196

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

89.65% less ownership

Funds ownership: 178.41%88.75% (-90%)

Holders
440
Holders Change
+13
Holders Change %
+3.04%
% of All Funds
11%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.25%
New
64
Increased
131
Reduced
196
Closed
44
Calls
$14M
Puts
$17.8M
Net Calls
-$3.76M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$621M +$6.29M +130,405 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$351M +$18.4M +381,180 +5%
JHIU
3
Janus Henderson Investors US
Colorado
$334M +$62.9M +1,303,766 +23%
State Street
4
State Street
Massachusetts
$297M -$57.5M -1,192,121 -16%
BFA
5
BlackRock Fund Advisors
California
$273M +$11.8M +245,487 +4%
BIT
6
BlackRock Institutional Trust
California
$219M +$5.01M +103,880 +2%
Brown Advisory
7
Brown Advisory
Maryland
$173M +$154M +3,185,825 +681%
Invesco
8
Invesco
Georgia
$164M -$5.51M -114,206 -3%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$158M -$2.03M -42,118 -1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$126M -$1.16M -23,949 -0.9%
AQR Capital Management
11
AQR Capital Management
Connecticut
$121M -$16.5M -342,623 -12%
Goldman Sachs
12
Goldman Sachs
New York
$106M -$8.99M -186,398 -8%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$104M -$4.8M -99,489 -4%
Wells Fargo
14
Wells Fargo
California
$101M -$7.09M -146,996 -6%
Norges Bank
15
Norges Bank
Norway
$90.5M +$7.88M +163,340 +9%
Victory Capital Management
16
Victory Capital Management
Texas
$85.4M -$18.8M -390,045 -18%
FCM
17
Frontier Capital Management
Massachusetts
$81.7M -$1.07M -22,232 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$79.6M -$7.75M -160,681 -9%
AAMU
19
AEGON Asset Management (UK)
United Kingdom
$75.1M -$8.1M -168,007 -10%
IAMU
20
Impax Asset Management (UK)
United Kingdom
$68.9M +$4.94M +102,328 +8%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$68.5M +$10.7M +222,102 +18%
Artisan Partners
22
Artisan Partners
Wisconsin
$67.5M -$4.42M -91,640 -6%
Northern Trust
23
Northern Trust
Illinois
$65M -$14.3M -297,420 -18%
ORI
24
Oak Ridge Investments
Illinois
$63.6M -$18.1M -375,025 -22%
WRF
25
Waddell & Reed Financial
Kansas
$57.8M +$752K +15,591 +1%