A.O. Smith
576 hedge funds and large institutions have $7.44B invested in A.O. Smith in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 224 increasing their positions, 209 reducing their positions, and 62 closing their positions.
73% more call options, than puts
Call options by funds: $39.7M | Put options by funds: $22.9M
7% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 209
0.72% less ownership
Funds ownership: 90.81% → 90.09% (-0.72%)
6% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 62
2% less funds holding
Funds holding: 585 → 576 (-9)
9% less capital invested
Capital invested by funds: $8.21B → $7.44B (-$773M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$49.6M |
| 2 |
BlackRock
New York
|
+$46.3M |
| 3 |
Amundi
Paris,
France
|
+$41.4M |
| 4 |
D.E. Shaw & Co
New York
|
+$39.1M |
| 5 |
KBC Group
Brussels,
Belgium
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$156M |
| 2 |
TCM
TimesSquare Capital Management
New York
|
-$59.9M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$51M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$35.6M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$26.2M |
AOS Hedge Fund Activity: Q3 2023 in Review
576 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2023, worth a combined $7.44B — down 9.4% from $8.21B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of AOS and 58 opened new positions — a net loss of 4 holders — while 209 trimmed existing stakes and 224 added.
The largest buyer was Millennium Management, adding an estimated $49.6M. The largest seller was Brown Brothers Harriman & Co, cutting an estimated $156M.
- 576 institutional investors held A.O. Smith (AOS) as of Q3 2023, down from 585 in Q2 2023.
- Funds reported $7.44B of A.O. Smith stock for Q3 2023, down 9.4% quarter-over-quarter.
- 58 funds opened new A.O. Smith positions in Q3 2023 and 62 closed out, a net change of -4 holders.
- The largest A.O. Smith buyer in Q3 2023 was Millennium Management, an estimated $49.6M added.
- The largest A.O. Smith seller in Q3 2023 was Brown Brothers Harriman & Co, an estimated $156M sold.
Based on aggregated 13F filings for Q3 2023.