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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
WCBA
301
Weaver C. Barksdale & Associates
Tennessee
$11K -$1.72K -50 -14%
LNB
302
Ledyard National Bank
$10K
RFA
303
Reilly Financial Advisors
California
$9K
Acadian Asset Management
304
Acadian Asset Management
Massachusetts
$8K +$896 +26 +13%
ASN
305
Advisory Services Network
Georgia
$8K +$1.93K +56 +34%
BNP Paribas Financial Markets
306
BNP Paribas Financial Markets
France
$5.33K -$152K -4,406 -97%
N
307
Nuveen
North Carolina
$2.21K
CFA
308
Carroll Financial Associates
North Carolina
$2K
RCG
309
Ruggie Capital Group
Florida
$2K
MA
310
MUFG Americas
New York
$2K +$2.27K +66 New
GC
311
Globeflex Capital
California
$1K -$1.26M -36,578 -100%
CAW
312
Cornerstone Advisors (Washington)
Washington
$1K
ED
313
Exane Derivatives
France
$504
HI
314
Honeywell International
North Carolina
-$29.9M -909,400 Closed
TCM
315
TimesSquare Capital Management
New York
-$25.2M -768,000 Closed
Select Equity Group
316
Select Equity Group
New York
-$12.6M -384,050 Closed
TI
317
Trexquant Investment
Connecticut
-$1.66M -50,444 Closed
KSA
318
Ken Stern & Associates
California
-$969K -29,528 Closed
PFM
319
Phillips Financial Management
Indiana
-$914K -28,120 Closed
HHC
320
Hutchin Hill Capital
New York
-$709K -21,600 Closed
AL
321
Airain Ltd
Guernsey
-$637K -19,388 Closed
DTL
322
Dynamic Technology Lab
Singapore
-$587K -17,878 Closed
AG
323
Algert Global
California
-$427K -13,000 Closed
Nomura Holdings
324
Nomura Holdings
Japan
-$374K -11,546 Closed
SCM
325
Stevens Capital Management
Pennsylvania
-$378K -11,512 Closed

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.