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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
FHA
276
First Horizon Advisors
Tennessee
$133K
DADC
277
D.A. Davidson & Co
Montana
$67K -$9.99K -290 -13%
PG
278
Patten Group
Tennessee
$66.9K +$64.1K +1,860 New
DBT
279
Dubuque Bank & Trust
Iowa
$55K
IWMPD
280
Integrated Wealth Management (Palm Desert)
California
$51K +$49.1K +1,426 New
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$49K +$69 +2 +0.1%
Fuller & Thaler Asset Management
282
Fuller & Thaler Asset Management
California
$43K -$20.7K -600 -33%
NC
283
NewSquare Capital
Pennsylvania
$43K
GWM
284
Gupta Wealth Management
California
$35K +$12.7K +368 +61%
VCM
285
Vigilant Capital Management
Maine
$33K +$32K +930 New
GAM
286
Gemmer Asset Management
California
$31K
CF
287
CenterStar Fund
Illinois
$29K
BBHC
288
Brown Brothers Harriman & Co
New York
$23K
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$20K
VFA
290
Virtus Fund Advisers
Connecticut
$18K -$26.6M -772,032 -100%
MFS
291
MSI Financial Services
Massachusetts
$18K +$4.34K +126 +33%
NFG
292
Next Financial Group
Texas
$17K -$3.45K -100 -17%
P
293
Palladiem
Pennsylvania
$17K
AF
294
Arrow Financial
New York
$16K
W
295
Wealthfront
California
$16K +$8.89K +258 +147%
NSIM
296
North Star Investment Management
Illinois
$14K
AGM
297
Alpine Global Management
New York
$14K +$13.2K +384 New
KTC
298
Kistler-Tiffany Companies
Pennsylvania
$13K
IRS
299
Invictus RG (Singapore)
Singapore
$12K +$11.6K +338 New
Manulife (Manufacturers Life Insurance)
300
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3K -$2.22M -64,288 -17%

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.