A.O. Smith
256 hedge funds and large institutions have $3.82B invested in A.O. Smith in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 114 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
79% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 24
21% more capital invested
Capital invested by funds: $3.15B → $3.82B (+$673M)
6% more funds holding
Funds holding: 242 → 256 (+14)
4.13% more ownership
Funds ownership: 173.92% → 178.05% (+4.1%)
40% less call options, than puts
Call options by funds: $634K | Put options by funds: $1.06M
49% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$145M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
+$23.2M |
| 3 |
EA
Ecofin Advisors
London,
United Kingdom
|
+$20.5M |
| 4 |
Bank of New York Mellon
New York
|
+$17.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$35.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$23.6M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$20.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$17.1M |
| 5 |
Morgan Stanley
New York
|
-$11.9M |
AOS Hedge Fund Activity: Q4 2014 in Review
256 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2014, worth a combined $3.82B — up 21% from $3.15B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new AOS positions and 24 closed out — a net gain of 19 holders — while 58 added to existing stakes and 114 trimmed.
The largest buyer was Janus Henderson Investors US, adding an estimated $145M. The largest seller was Virtus Fund Advisers, cutting an estimated $35.3M.
- 256 institutional investors held A.O. Smith (AOS) as of Q4 2014, up from 242 in Q3 2014.
- Funds reported $3.82B of A.O. Smith stock for Q4 2014, up 21% quarter-over-quarter.
- 43 funds opened new A.O. Smith positions in Q4 2014 and 24 closed out, a net change of +19 holders.
- The largest A.O. Smith buyer in Q4 2014 was Janus Henderson Investors US, an estimated $145M added.
- The largest A.O. Smith seller in Q4 2014 was Virtus Fund Advisers, an estimated $35.3M sold.
Based on aggregated 13F filings for Q4 2014.