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A.O. Smith
AOS

242 hedge funds and large institutions have $3.15B invested in A.O. Smith in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 110 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

1.37% more ownership

Funds ownership: 172.55% → 173.92% (+1.4%)

4% less capital invested

Capital invested by funds: $3.27B → $3.15B (-$123M)

4% less funds holding

Funds holding: 252 → 242 (-10)

34% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 110

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

94% less call options, than puts

Call options by funds: $51K | Put options by funds: $841K

Holders
242
Holders Change
-10
Holders Change %
-3.97%
% of All Funds
7.02%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.15%
New
15
Increased
73
Reduced
110
Closed
23
Calls
$51K
Puts
$841K
Net Calls
-$790K
Net Calls Change
-$230K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$51.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.4M
3
Wells Fargo
Wells Fargo
California
+$38M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$24.3M
5
VFA
Virtus Fund Advisers
Connecticut
+$19.3M

Top Sellers

1
AI
Axiom Investors
Connecticut
-$43.5M
2
Norges Bank
Norges Bank
Norway
-$28.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$23.6M
4
BKBG
BHF Kleinwort Benson Group
Belgium
-$22.2M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$20.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KeyBank National Association
251
KeyBank National Association
Ohio
– -$624K -25,176 Closed
VKH
252
Virtu KCG Holdings
New York
– -$568K -22,920 Closed
HHC
253
Hutchin Hill Capital
New York
– -$565K -22,800 Closed
BRWA
254
B. Riley Wealth Advisors
Florida
– -$213K -17,226 Closed
RCM
255
Reynolds Capital Management
Nevada
– -$382K -15,400 Closed
PAM
256
Princeton Alpha Management
New Jersey
– -$357K -14,394 Closed
PI
257
PineBridge Investments
New York
– -$347K -13,988 Closed
TH
258
Timber Hill
Connecticut
– -$244K -9,846 Closed
EGA
259
Emerging Global Advisors
New York
– -$238K -9,584 Closed
NA
260
Navellier & Associates
Nevada
– -$201K -8,106 Closed
Fuller & Thaler Asset Management
261
Fuller & Thaler Asset Management
California
– -$104K -4,200 Closed
Walleye Trading
262
Walleye Trading
New York
– -$100 -4,038 Closed
IRS
263
Invictus RG (Singapore)
Singapore
– -$11K -448 Closed
SEC
264
Seven Eight Capital
New York
– -$10K -400 Closed
EMA
265
Efficient Market Advisors
California
– +$388 +16 New
7 8 9 10
11

AOS Hedge Fund Activity: Q3 2014 in Review

242 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2014, worth a combined $3.15B — down 3.8% from $3.27B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of AOS and 15 opened new positions — a net loss of 8 holders — while 110 trimmed existing stakes and 73 added.

The largest buyer was JP Morgan Chase, adding an estimated $51.5M. The largest seller was Axiom Investors, exiting entirely with an estimated $43.5M sold.

  • 242 institutional investors held A.O. Smith (AOS) as of Q3 2014, down from 252 in Q2 2014.
  • Funds reported $3.15B of A.O. Smith stock for Q3 2014, down 3.8% quarter-over-quarter.
  • 15 funds opened new A.O. Smith positions in Q3 2014 and 23 closed out, a net change of -8 holders.
  • The largest A.O. Smith buyer in Q3 2014 was JP Morgan Chase, an estimated $51.5M added.
  • The largest A.O. Smith seller in Q3 2014 was Axiom Investors, an estimated $43.5M sold.

Based on aggregated 13F filings for Q3 2014.