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A.O. Smith
AOS

496 hedge funds and large institutions have $8.29B invested in A.O. Smith in 2018 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 172 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 40

6% more capital invested

Capital invested by funds: $7.82B → $8.29B (+$469M)

6% more funds holding

Funds holding: 468 → 496 (+28)

1.83% more ownership

Funds ownership: 87.83% → 89.67% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 172

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

59% less call options, than puts

Call options by funds: $7.01M | Put options by funds: $17M

Holders
496
Holders Change
+28
Holders Change %
+5.98%
% of All Funds
11.37%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
75
Increased
159
Reduced
172
Closed
40
Calls
$7.01M
Puts
$17M
Net Calls
-$9.98M
Net Calls Change
-$5.86M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$92.2M
2
ProShare Advisors
ProShare Advisors
Maryland
+$67.4M
3
Select Equity Group
Select Equity Group
New York
+$55.1M
4
PI
Putnam Investments
Massachusetts
+$51.1M
5
RP
Riverbridge Partners
Minnesota
+$46.6M

Top Sellers

1
AAMU
AEGON Asset Management (UK)
United Kingdom
-$93.6M
2
State Street
State Street
Massachusetts
-$25M
3
ORI
Oak Ridge Investments
Illinois
-$17.3M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$14.7M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
351
Janney Montgomery Scott
Pennsylvania
$348K +$107K +1,662 +44%
SM
352
Sciencast Management
New Jersey
$347K -$7.16K -111 -2%
SC
353
Scotia Capital
Ontario, Canada
$342K +$55.3K +857 +19%
YMRC
354
Yorktown Management & Research Company
Virginia
$337K – – –
AWA
355
Arete Wealth Advisors
Illinois
$326K +$452 +7 +0.1%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$319K -$12.9K -200 -4%
TIS
357
Tortoise Index Solutions
Kansas
$319K +$92.8K +1,438 +40%
GIA
358
Granite Investment Advisors
New Hampshire
$318K – – –
BB
359
Bell Bank
North Dakota
$310K +$315K +4,879 New
PA
360
Profund Advisors
Maryland
$307K -$12.3K -190 -4%
Skandinaviska Enskilda Banken (SEB)
361
Skandinaviska Enskilda Banken (SEB)
Sweden
$305K -$84.6K -1,312 -21%
OIA
362
Optimum Investment Advisors
Illinois
$296K – – –
SB
363
Suntrust Banks
Georgia
$294K +$298K +4,616 New
RIM
364
Ranger Investment Management
Texas
$291K – – –
DCM
365
Delpha Capital Management
New York
$290K +$295K +4,567 New
HC
366
Hourglass Capital
Texas
$286K – – –
DIM
367
DC Investments Management
Virginia
$286K +$290K +4,493 New
PAM
368
Panagora Asset Management
Massachusetts
$285K -$60.2K -933 -17%
N
369
Nuveen
North Carolina
$282K -$7.82M -121,200 -96%
TW
370
Transform Wealth
Colorado
$280K -$396K -6,134 -58%
EM
371
ELCO Management
New York
$280K +$31.1K +482 +12%
CIM
372
Contravisory Investment Management
Massachusetts
$278K +$278K +4,311 +6,632%
AP
373
Advisor Partners
California
$277K -$13.8K -214 -5%
BRWA
374
B. Riley Wealth Advisors
Florida
$270K -$452 -7 -0.2%
SI
375
Stephens Inc
Arkansas
$267K +$270K +4,192 New
13 14
15
16 17

AOS Hedge Fund Activity: Q1 2018 in Review

496 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2018, worth a combined $8.29B — up 6% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AOS positions and 40 closed out — a net gain of 35 holders — while 159 added to existing stakes and 172 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $92.2M. The largest seller was AEGON Asset Management (UK), exiting entirely with an estimated $93.6M sold.

  • 496 institutional investors held A.O. Smith (AOS) as of Q1 2018, up from 468 in Q4 2017.
  • Funds reported $8.29B of A.O. Smith stock for Q1 2018, up 6% quarter-over-quarter.
  • 75 funds opened new A.O. Smith positions in Q1 2018 and 40 closed out, a net change of +35 holders.
  • The largest A.O. Smith buyer in Q1 2018 was Citadel Advisors, an estimated $92.2M added.
  • The largest A.O. Smith seller in Q1 2018 was AEGON Asset Management (UK), an estimated $93.6M sold.

Based on aggregated 13F filings for Q1 2018.