A.O. Smith
446 hedge funds and large institutions have $7.75B invested in A.O. Smith in 2017 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 146 increasing their positions, 165 reducing their positions, and 44 closing their positions.
83% more call options, than puts
Call options by funds: $7.2M | Put options by funds: $3.94M
48% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 44
6% more capital invested
Capital invested by funds: $7.29B → $7.75B (+$466M)
4% more funds holding
Funds holding: 429 → 446 (+17)
0.96% more ownership
Funds ownership: 88.17% → 89.13% (+0.96%)
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
12% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$114M |
| 2 |
Select Equity Group
New York
|
+$63.7M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$38.9M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$36.3M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$193M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$41.4M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$40.5M |
| 4 |
Bank of New York Mellon
New York
|
-$34.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$27.5M |
AOS Hedge Fund Activity: Q3 2017 in Review
446 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2017, worth a combined $7.75B — up 6.4% from $7.29B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new AOS positions and 44 closed out — a net gain of 21 holders — while 146 added to existing stakes and 165 trimmed.
The largest buyer was Vanguard Group, adding an estimated $114M. The largest seller was BlackRock, cutting an estimated $193M.
- 446 institutional investors held A.O. Smith (AOS) as of Q3 2017, up from 429 in Q2 2017.
- Funds reported $7.75B of A.O. Smith stock for Q3 2017, up 6.4% quarter-over-quarter.
- 65 funds opened new A.O. Smith positions in Q3 2017 and 44 closed out, a net change of +21 holders.
- The largest A.O. Smith buyer in Q3 2017 was Vanguard Group, an estimated $114M added.
- The largest A.O. Smith seller in Q3 2017 was BlackRock, an estimated $193M sold.
Based on aggregated 13F filings for Q3 2017.