A.O. Smith
544 hedge funds and large institutions have $7.89B invested in A.O. Smith in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 176 increasing their positions, 204 reducing their positions, and 48 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
102% more call options, than puts
Call options by funds: $21M | Put options by funds: $10.4M
48% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 48
20% more capital invested
Capital invested by funds: $6.55B → $7.89B (+$1.34B)
2% more funds holding
Funds holding: 532 → 544 (+12)
1.07% less ownership
Funds ownership: 91.15% → 90.08% (-1.1%)
14% less repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 204
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$56.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$45.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$44.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.7M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JCM
Junto Capital Management
New York
|
-$45.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$38.9M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$30.3M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$29.8M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$25.8M |
AOS Hedge Fund Activity: Q1 2023 in Review
544 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2023, worth a combined $7.89B — up 20% from $6.55B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new AOS positions and 48 closed out — a net gain of 23 holders — while 176 added to existing stakes and 204 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $56.4M. The largest seller was Junto Capital Management, exiting entirely with an estimated $45.1M sold.
- 544 institutional investors held A.O. Smith (AOS) as of Q1 2023, up from 532 in Q4 2022.
- Funds reported $7.89B of A.O. Smith stock for Q1 2023, up 20% quarter-over-quarter.
- 71 funds opened new A.O. Smith positions in Q1 2023 and 48 closed out, a net change of +23 holders.
- The largest A.O. Smith buyer in Q1 2023 was Fisher Asset Management, an estimated $56.4M added.
- The largest A.O. Smith seller in Q1 2023 was Junto Capital Management, an estimated $45.1M sold.
Based on aggregated 13F filings for Q1 2023.