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A.O. Smith
AOS

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
496
Holders Change
+28
Holders Change %
+5.98%
% of All Funds
11.37%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
75
Increased
159
Reduced
172
Closed
40
Calls
$7.01M
Puts
$17M
Net Calls
-$9.98M
Net Calls Change
-$5.86M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$92.2M
2
ProShare Advisors
ProShare Advisors
Maryland
+$67.4M
3
Select Equity Group
Select Equity Group
New York
+$55.1M
4
PI
Putnam Investments
Massachusetts
+$51.1M
5
RP
Riverbridge Partners
Minnesota
+$46.6M

Top Sellers

1
AAMU
AEGON Asset Management (UK)
United Kingdom
-$93.6M
2
State Street
State Street
Massachusetts
-$25M
3
ORI
Oak Ridge Investments
Illinois
-$17.3M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$14.7M
5
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
26
ProShare Advisors
Maryland
$67.8M +$67.4M +1,045,400 +5,127%
CAM
27
Congress Asset Management
Massachusetts
$54.3M +$443K +6,868 +0.8%
Charles Schwab
28
Charles Schwab
California
$54.2M +$2.83M +43,915 +5%
PI
29
Putnam Investments
Massachusetts
$53.6M +$51.1M +792,401 +1,555%
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$53.2M -$431K -6,684 -0.8%
GC
31
Guggenheim Capital
Illinois
$52.1M -$6.1M -94,623 -10%
EWM
32
Evercore Wealth Management
New York
$47.9M -$1.33M -20,669 -3%
Deutsche Bank
33
Deutsche Bank
Germany
$47.1M +$12.8M +198,579 +37%
RP
34
Riverbridge Partners
Minnesota
$45.9M +$46.6M +721,851 New
EAM
35
Eagle Asset Management
Florida
$43.4M +$3.37M +52,187 +8%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$41.7M -$1.76M -27,280 -4%
UBS AM
37
UBS AM
Illinois
$36.5M -$228K -3,529 -0.6%
JP Morgan Chase
38
JP Morgan Chase
New York
$36.3M +$18.5M +286,706 +101%
BAMCO Inc
39
BAMCO Inc
New York
$36M +$1.72M +26,685 +5%
EA
40
Ecofin Advisors
United Kingdom
$35.8M -$8.62M -133,679 -19%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$35.1M -$2.71M -41,977 -7%
Morgan Stanley
42
Morgan Stanley
New York
$35M -$1.84M -28,476 -5%
Handelsbanken Fonder
43
Handelsbanken Fonder
Sweden
$35M +$1.92M +29,748 +6%
PCM
44
Peregrine Capital Management
Minnesota
$34.3M -$1.69M -26,270 -5%
Bank of America
45
Bank of America
North Carolina
$33.4M +$2.46M +38,151 +8%
TCIM
46
TIAA CREF Investment Management
New York
$32.6M -$989K -15,323 -3%
RG
47
Rathbones Group
United Kingdom
$32M – – –
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$31.2M -$1.55M -24,012 -5%
TA
49
Teachers Advisors
New York
$30.8M +$557K +8,641 +2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$29.7M -$4.75M -73,700 -14%
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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.