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.
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: 8 → 11 (+3)
9% more capital invested
Capital invested by funds: $4.43B → $4.83B (+$406M)
9% more funds holding
Funds holding: 287 → 312 (+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%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCP
326
GSA Capital Partners
London,
United Kingdom
| – | -$335K | -10,208 | Closed |
|
|
CANY
327
Caxton Associates (New York)
New York
| – | -$328K | -10,000 | Closed |
|
|
TSS
328
Two Sigma Securities
New York
| – | -$298K | -9,070 | Closed |
|
|
CIM
329
Calvert Investment Management
Bethesda,
Maryland
| – | -$208K | -6,322 | Closed |
|
330
Creative Planning
Overland Park,
Kansas
| – | -$87K | -2,652 | Closed |
|
|
ZB
331
Zions Bancorporation
Salt Lake City,
Utah
| – | -$1K | -44 | 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.