A.O. Smith
481 hedge funds and large institutions have $6.54B invested in A.O. Smith in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 160 increasing their positions, 176 reducing their positions, and 64 closing their positions.
162% more call options, than puts
Call options by funds: $16.4M | Put options by funds: $6.25M
16% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 64
8% more capital invested
Capital invested by funds: $6.07B → $6.54B (+$474M)
1% more funds holding
Funds holding: 475 → 481 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 176
4.02% less ownership
Funds ownership: 95.54% → 91.52% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$39.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$34.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$27.8M |
| 5 |
D.E. Shaw & Co
New York
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$53.3M |
| 2 |
Morgan Stanley
New York
|
-$49.3M |
| 3 |
BlackRock
New York
|
-$44.5M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$30.9M |
| 5 |
Two Sigma Advisers
New York
|
-$27.1M |
AOS Hedge Fund Activity: Q3 2020 in Review
481 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2020, worth a combined $6.54B — up 7.8% from $6.07B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new AOS positions and 64 closed out — a net gain of 10 holders — while 160 added to existing stakes and 176 trimmed.
The largest buyer was Bank of America, adding an estimated $39.6M. The largest seller was Generation Investment Management, cutting an estimated $53.3M.
- 481 institutional investors held A.O. Smith (AOS) as of Q3 2020, up from 475 in Q2 2020.
- Funds reported $6.54B of A.O. Smith stock for Q3 2020, up 7.8% quarter-over-quarter.
- 74 funds opened new A.O. Smith positions in Q3 2020 and 64 closed out, a net change of +10 holders.
- The largest A.O. Smith buyer in Q3 2020 was Bank of America, an estimated $39.6M added.
- The largest A.O. Smith seller in Q3 2020 was Generation Investment Management, an estimated $53.3M sold.
Based on aggregated 13F filings for Q3 2020.