A.O. Smith
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.
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
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$92.2M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
+$67.4M |
| 3 |
Select Equity Group
New York
|
+$55.1M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$51.1M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$46.6M |
Top Sellers
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.