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A.O. Smith

312 hedge funds and large institutions have $4.83B invested in A.O. Smith in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,045% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $2.8M

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

9% more capital invested

Capital invested by funds: $4.43B → $4.83B (+$406M)

9% more funds holding

Funds holding: 287312 (+25)

7% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 108

0.5% less ownership

Funds ownership: 177.46%176.96% (-0.5%)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
8.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.3%
New
45
Increased
116
Reduced
108
Closed
18
Calls
$32.1M
Puts
$2.8M
Net Calls
+$29.3M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
251
Kanawha Capital Management
Virginia
$324K +$310K +9,000 New
SB
252
Suntrust Banks
Georgia
$305K +$50K +1,450 +21%
Simplex Trading
253
Simplex Trading
Illinois
$305K +$225K +6,526 +334%
CCM
254
Coldstream Capital Management
Washington
$282K +$270K +7,840 New
BOH
255
Bank of Hawaii
Hawaii
$279K +$267K +7,750 New
VRS
256
Virginia Retirement Systems
Virginia
$274K +$262K +7,600 New
CAN
257
Cetera Advisor Networks
California
$272K
Tudor Investment Corp
258
Tudor Investment Corp
Connecticut
$266K -$124K -3,600 -33%
Stifel Financial
259
Stifel Financial
Missouri
$253K -$168K -4,876 -41%
OAC
260
OMERS Administration Corp
Ontario, Canada
$252K +$241K +7,000 New
ZDA
261
Zweig-DiMenna Associates
New York
$245K +$234K +6,800 New
MCC
262
Mid Continent Capital
Illinois
$242K -$20.7K -600 -8%
CSS
263
Cubist Systematic Strategies
Connecticut
$230K -$584K -16,950 -73%
HSBC Holdings
264
HSBC Holdings
United Kingdom
$225K -$491K -14,244 -70%
SCM
265
Seamans Capital Management
Massachusetts
$223K
Teacher Retirement System of Texas
266
Teacher Retirement System of Texas
Texas
$212K +$43.7K +1,268 +27%
WAM
267
World Asset Management
Michigan
$209K -$217K -6,306 -52%
RCM
268
Reynolds Capital Management
Nevada
$209K +$200K +5,800 New
TRCT
269
Tower Research Capital (TRC)
New York
$208K +$20.7K +602 +12%
SC
270
Scotia Capital
Ontario, Canada
$207K +$199K +5,782 New
LIA
271
LS Investment Advisors
Michigan
$201K +$168K +4,890 +699%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$200K +$192K +5,558 New
RA
273
Rational Advisors
New York
$170K +$38.6K +1,120 +31%
JIC
274
Joel Isaacson & Co
New York
$162K
Point72 Asset Management
275
Point72 Asset Management
Connecticut
$151K -$689K -20,000 -83%

AOS Hedge Fund Activity: Q2 2015 in Review

312 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2015, worth a combined $4.83B — up 9.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AOS positions and 18 closed out — a net gain of 27 holders — while 116 added to existing stakes and 108 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $69M. The largest seller was Fidelity Investments, cutting an estimated $96.2M.

  • 312 institutional investors held A.O. Smith (AOS) as of Q2 2015, up from 287 in Q1 2015.
  • Funds reported $4.83B of A.O. Smith stock for Q2 2015, up 9.2% quarter-over-quarter.
  • 45 funds opened new A.O. Smith positions in Q2 2015 and 18 closed out, a net change of +27 holders.
  • The largest A.O. Smith buyer in Q2 2015 was OppenheimerFunds, an estimated $69M added.
  • The largest A.O. Smith seller in Q2 2015 was Fidelity Investments, an estimated $96.2M sold.

Based on aggregated 13F filings for Q2 2015.