A.O. Smith
478 hedge funds and large institutions have $6.01B invested in A.O. Smith in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 179 reducing their positions, and 90 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 179
0.28% more ownership
Funds ownership: 90.33% → 90.6% (+0.28%)
8% less funds holding
Funds holding: 518 → 478 (-40)
11% less capital invested
Capital invested by funds: $6.79B → $6.01B (-$776M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
37% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 90
42% less call options, than puts
Call options by funds: $7.8M | Put options by funds: $13.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$120M |
| 2 |
BlackRock
New York
|
+$97.8M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$86.3M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$42M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$128M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$56.3M |
| 3 |
Neuberger Berman Group
New York
|
-$52.6M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$48.2M |
| 5 |
DWA
Douglass Winthrop Advisors
New York
|
-$41M |
AOS Hedge Fund Activity: Q2 2019 in Review
478 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2019, worth a combined $6.01B — down 11% from $6.79B a quarter earlier.
Sellers outnumbered buyers: 90 funds closed out of AOS and 57 opened new positions — a net loss of 33 holders — while 179 trimmed existing stakes and 183 added.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $120M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $128M sold.
- 478 institutional investors held A.O. Smith (AOS) as of Q2 2019, down from 518 in Q1 2019.
- Funds reported $6.01B of A.O. Smith stock for Q2 2019, down 11% quarter-over-quarter.
- 57 funds opened new A.O. Smith positions in Q2 2019 and 90 closed out, a net change of -33 holders.
- The largest A.O. Smith buyer in Q2 2019 was Viking Global Investors, an estimated $120M added.
- The largest A.O. Smith seller in Q2 2019 was Ceredex Value Advisors, an estimated $128M sold.
Based on aggregated 13F filings for Q2 2019.