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A.O. Smith
AOS

287 hedge funds and large institutions have $4.43B invested in A.O. Smith in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more call options, than puts

Call options by funds: $4.36M | Put options by funds: $1.25M

233% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 15

16% more capital invested

Capital invested by funds: $3.82B → $4.43B (+$602M)

12% more funds holding

Funds holding: 256 → 287 (+31)

1% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 95

0.59% less ownership

Funds ownership: 178.05% → 177.46% (-0.59%)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
287
Holders Change
+31
Holders Change %
+12.11%
% of All Funds
7.65%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
50
Increased
96
Reduced
95
Closed
15
Calls
$4.36M
Puts
$1.25M
Net Calls
+$3.11M
Net Calls Change
+$3.53M

Top Buyers

1
ABC
Anchor Bolt Capital
Illinois
+$50.3M
2
Prudential Financial
Prudential Financial
New Jersey
+$33.1M
3
B
Baird
Wisconsin
+$23.1M
4
BIT
BlackRock Institutional Trust
California
+$20.4M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$19.9M

Top Sellers

1
VFA
Virtus Fund Advisers
Connecticut
-$56.8M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$31.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.5M
4
IAMU
Impax Asset Management (UK)
United Kingdom
-$29.8M
5
KI
Kalmar Investments
Delaware
-$28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
276
MSI Financial Services
Massachusetts
$12K +$3.04K +100 +36%
LNB
277
Ledyard National Bank
$9K – – –
RFA
278
Reilly Financial Advisors
California
$8K +$4.68K +154 +154%
Acadian Asset Management
279
Acadian Asset Management
Massachusetts
$6K – – –
W
280
Wealthfront
California
$6K +$5.29K +174 +8,700%
ASN
281
Advisory Services Network
Georgia
$5K +$5.05K +166 New
CFA
282
Carroll Financial Associates
North Carolina
$2K – – –
CAW
283
Cornerstone Advisors (Washington)
Washington
$1K – – –
RCG
284
Ruggie Capital Group
Florida
$1K +$1.28K +42 New
ZB
285
Zions Bancorporation
Utah
$1K +$1.34K +44 New
ED
286
Exane Derivatives
France
$460 -$304 -10 -42%
KCM
287
Kingdon Capital Management
New York
– -$8.46M -300,000 Closed
SMDAM
288
Sumitomo Mitsui DS Asset Management
Japan
– -$6.54M -231,722 Closed
Mitsubishi UFJ Trust & Banking
289
Mitsubishi UFJ Trust & Banking
Japan
– -$4.09M -145,000 Closed
BCM
290
BlueCrest Capital Management
Jersey
– -$3.33M -117,880 Closed
MAM
291
Mastrapasqua Asset Management
Tennessee
– -$1.55M -54,910 Closed
SLI
292
Sumitomo Life Insurance
Japan
– -$1.07M -37,990 Closed
BCIM
293
British Columbia Investment Management
British Columbia, Canada
– -$803K -28,460 Closed
JIM
294
Jupiter Investment Management
United Kingdom
– -$789K -28,000 Closed
William Blair & Company
295
William Blair & Company
Illinois
– -$572K -20,300 Closed
PCM
296
Prelude Capital Management
New York
– -$310K -11,000 Closed
QT
297
Quantbot Technologies
New York
– -$53K -1,892 Closed
Parallax Volatility Advisers
298
Parallax Volatility Advisers
California
– -$23.4K -768 -98%
RMAM
299
Raab & Moskowitz Asset Management
New Jersey
– -$17K -600 Closed
MCM
300
MV Capital Management
Maryland
– -$5K -180 Closed
9 10 11
12
13

AOS Hedge Fund Activity: Q1 2015 in Review

287 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2015, worth a combined $4.43B — up 16% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new AOS positions and 15 closed out — a net gain of 35 holders — while 96 added to existing stakes and 95 trimmed.

The largest buyer was Anchor Bolt Capital, opening a new position worth an estimated $50.3M. The largest seller was Virtus Fund Advisers, cutting an estimated $56.8M.

  • 287 institutional investors held A.O. Smith (AOS) as of Q1 2015, up from 256 in Q4 2014.
  • Funds reported $4.43B of A.O. Smith stock for Q1 2015, up 16% quarter-over-quarter.
  • 50 funds opened new A.O. Smith positions in Q1 2015 and 15 closed out, a net change of +35 holders.
  • The largest A.O. Smith buyer in Q1 2015 was Anchor Bolt Capital, an estimated $50.3M added.
  • The largest A.O. Smith seller in Q1 2015 was Virtus Fund Advisers, an estimated $56.8M sold.

Based on aggregated 13F filings for Q1 2015.