A.O. Smith
427 hedge funds and large institutions have $6.47B invested in A.O. Smith in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 146 increasing their positions, 164 reducing their positions, and 35 closing their positions.
57% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 35
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
10% more capital invested
Capital invested by funds: $5.9B → $6.47B (+$570M)
4% more funds holding
Funds holding: 411 → 427 (+16)
3.1% less ownership
Funds ownership: 181.51% → 178.41% (-3.1%)
11% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 164
15% less call options, than puts
Call options by funds: $28.3M | Put options by funds: $33.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$70.8M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$27.4M |
| 3 |
Two Sigma Advisers
New York
|
+$27M |
| 4 |
SG Americas Securities
New York
|
+$26.1M |
| 5 |
Two Sigma Investments
New York
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$53.6M |
| 2 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
-$42.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.3M |
| 4 |
O
OppenheimerFunds
New York
|
-$36.2M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$19.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TH
451
Timber Hill
Greenwich,
Connecticut
| – | -$201K | -4,562 | Closed |
|
|
IPC
452
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$76K | -1,720 | Closed |
|
|
TF
453
Tompkins Financial
Ithaca,
New York
| – | -$60K | -1,380 | Closed |
|
|
CCA
454
Checchi Capital Advisers
Beverly Hills,
California
| – | -$54K | -1,222 | Closed |
|
|
DSC
455
Duncker Streett & Co
St. Louis,
Missouri
| – | -$44K | -1,000 | Closed |
|
456
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$33K | -754 | Closed |
|
|
CFA
457
Camarda Financial Advisors
Fleming Island,
Florida
| – | -$27K | -604 | Closed |
|
|
VCM
458
Vigilant Capital Management
Portland,
Maine
| – | -$6K | -142 | Closed |
|
|
MWP
459
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$3K | -78 | Closed |
|
|
MCM
460
MV Capital Management
Bethesda,
Maryland
| – | -$2K | -46 | Closed |
|
|
GC
461
Globeflex Capital
San Diego,
California
| – | -$1K | -28 | Closed |
|
|
ED
462
Exane Derivatives
Paris,
France
| – | -$88 | -2 | Closed |
|
AOS Hedge Fund Activity: Q3 2016 in Review
427 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2016, worth a combined $6.47B — up 9.7% from $5.9B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AOS positions and 35 closed out — a net gain of 20 holders — while 146 added to existing stakes and 164 trimmed.
The largest buyer was Artisan Partners, opening a new position worth an estimated $70.8M. The largest seller was Wells Fargo, cutting an estimated $53.6M.
- 427 institutional investors held A.O. Smith (AOS) as of Q3 2016, up from 411 in Q2 2016.
- Funds reported $6.47B of A.O. Smith stock for Q3 2016, up 9.7% quarter-over-quarter.
- 55 funds opened new A.O. Smith positions in Q3 2016 and 35 closed out, a net change of +20 holders.
- The largest A.O. Smith buyer in Q3 2016 was Artisan Partners, an estimated $70.8M added.
- The largest A.O. Smith seller in Q3 2016 was Wells Fargo, an estimated $53.6M sold.
Based on aggregated 13F filings for Q3 2016.