A.O. Smith
368 hedge funds and large institutions have $5.03B invested in A.O. Smith in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 137 increasing their positions, 122 reducing their positions, and 53 closing their positions.
56% more call options, than puts
Call options by funds: $55.3M | Put options by funds: $35.5M
12% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 122
4% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 53
1% more funds holding
Funds holding: 366 → 368 (+2)
3% less capital invested
Capital invested by funds: $5.16B → $5.03B (-$136M)
2.42% less ownership
Funds ownership: 180.49% → 178.06% (-2.4%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
Top Buyers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$46M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$19.9M |
| 5 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
+$18.6M |
Top Sellers
AOS Hedge Fund Activity: Q1 2016 in Review
368 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2016, worth a combined $5.03B — down 2.6% from $5.16B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AOS positions and 53 closed out — a net gain of 2 holders — while 137 added to existing stakes and 122 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $46M. The largest seller was Fidelity Investments, cutting an estimated $55.8M.
- 368 institutional investors held A.O. Smith (AOS) as of Q1 2016, up from 366 in Q4 2015.
- Funds reported $5.03B of A.O. Smith stock for Q1 2016, down 2.6% quarter-over-quarter.
- 55 funds opened new A.O. Smith positions in Q1 2016 and 53 closed out, a net change of +2 holders.
- The largest A.O. Smith buyer in Q1 2016 was AllianceBernstein, an estimated $46M added.
- The largest A.O. Smith seller in Q1 2016 was Fidelity Investments, an estimated $55.8M sold.
Based on aggregated 13F filings for Q1 2016.