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A.O. Smith
AOS

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: 427 → 440 (+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: 18 → 10 (-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

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$154M
2
JHIU
Janus Henderson Investors US
Colorado
+$62.9M
3
GT
Glenmede Trust
Pennsylvania
+$18.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.4M
5
GA
Geneva Advisors
Illinois
+$16M

Top Sellers

1
O
OppenheimerFunds
New York
-$70.5M
2
State Street
State Street
Massachusetts
-$57.5M
3
SG Americas Securities
SG Americas Securities
New York
-$27.9M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.6M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
226
Amalgamated Bank
New York
$1.33M +$131K +2,723 +11%
MC
227
Menta Capital
California
$1.33M -$1.47M -30,407 -52%
SCA
228
Snowden Capital Advisors
New York
$1.29M +$12.3K +254 +0.9%
URS
229
Utah Retirement Systems
Utah
$1.26M – – –
AII
230
AGF Investments Inc
Ontario, Canada
$1.25M +$103K +2,137 +9%
NMIMC
231
Northwestern Mutual Investment Management Company
Wisconsin
$1.21M -$3.71K -77 -0.3%
FP
232
Foundry Partners
Minnesota
$1.2M -$1.35M -27,969 -52%
CONA
233
Capital One National Association
New York
$1.2M -$1.02M -21,141 -45%
Thrivent Financial for Lutherans
234
Thrivent Financial for Lutherans
Minnesota
$1.2M +$105K +2,170 +9%
CAS
235
Cue Advisory Services
Arizona
$1.19M +$146K +3,025 +14%
CAM
236
CG Asset Management
New York
$1.19M -$769K -15,940 -39%
USAA
237
United Services Automobile Association
Texas
$1.18M – – –
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$1.15M -$17.2K -356 -1%
TI
239
Turner Investments
Pennsylvania
$1.14M +$1.16M +24,000 New
CTA
240
Chesley Taft & Associates
Illinois
$1.1M – – –
IAM
241
Impala Asset Management
Florida
$1.08M -$820 -17 -0.1%
TCOT
242
Trust Company of Toledo
Ohio
$1.06M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
243
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.06M -$294K -6,100 -21%
DCM
244
Driehaus Capital Management
Illinois
$1.05M +$84K +1,742 +8%
RFC
245
Regions Financial Corp
Alabama
$1.05M +$1.07M +22,252 New
SCM
246
Sterling Capital Management
North Carolina
$1.05M -$55.5K -1,150 -5%
Wolverine Trading
247
Wolverine Trading
Illinois
$1.04M +$1.06M +22,001 New
COPPSERS
248
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M -$3.04K -63 -0.3%
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$1.03M +$22.4K +464 +2%
PA
250
Profund Advisors
Maryland
$1M +$11.7K +242 +1%
8 9
10
11 12

AOS Hedge Fund Activity: Q4 2016 in Review

440 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2016, worth a combined $6.21B — down 4% from $6.47B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AOS positions and 44 closed out — a net gain of 20 holders — while 131 added to existing stakes and 196 trimmed.

The largest buyer was Brown Advisory, adding an estimated $154M. The largest seller was OppenheimerFunds, cutting an estimated $70.5M.

  • 440 institutional investors held A.O. Smith (AOS) as of Q4 2016, up from 427 in Q3 2016.
  • Funds reported $6.21B of A.O. Smith stock for Q4 2016, down 4% quarter-over-quarter.
  • 64 funds opened new A.O. Smith positions in Q4 2016 and 44 closed out, a net change of +20 holders.
  • The largest A.O. Smith buyer in Q4 2016 was Brown Advisory, an estimated $154M added.
  • The largest A.O. Smith seller in Q4 2016 was OppenheimerFunds, an estimated $70.5M sold.

Based on aggregated 13F filings for Q4 2016.