A.O. Smith
508 hedge funds and large institutions have $7.07B invested in A.O. Smith in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 217 increasing their positions, 143 reducing their positions, and 47 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 217 | Existing positions reduced: 143
34% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 47
2.26% more ownership
Funds ownership: 89.5% → 91.76% (+2.3%)
2% more funds holding
Funds holding: 499 → 508 (+9)
8% less capital invested
Capital invested by funds: $7.67B → $7.07B (-$601M)
44% less call options, than puts
Call options by funds: $20.6M | Put options by funds: $36.5M
55% less funds holding in top 10
Funds holding in top 10: 11 → 5 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$122M |
| 2 |
Morgan Stanley
New York
|
+$49.6M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$37.1M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$35M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$157M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$96.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$71M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$52.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$47.1M |
AOS Hedge Fund Activity: Q3 2018 in Review
508 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2018, worth a combined $7.07B — down 7.8% from $7.67B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new AOS positions and 47 closed out — a net gain of 16 holders — while 217 added to existing stakes and 143 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $122M. The largest seller was Fidelity Investments, cutting an estimated $157M.
- 508 institutional investors held A.O. Smith (AOS) as of Q3 2018, up from 499 in Q2 2018.
- Funds reported $7.07B of A.O. Smith stock for Q3 2018, down 7.8% quarter-over-quarter.
- 63 funds opened new A.O. Smith positions in Q3 2018 and 47 closed out, a net change of +16 holders.
- The largest A.O. Smith buyer in Q3 2018 was Point72 Asset Management, an estimated $122M added.
- The largest A.O. Smith seller in Q3 2018 was Fidelity Investments, an estimated $157M sold.
Based on aggregated 13F filings for Q3 2018.