A.O. Smith
468 hedge funds and large institutions have $7.82B invested in A.O. Smith in 2017 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 160 reducing their positions, and 35 closing their positions.
77% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 35
14% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 160
5% more funds holding
Funds holding: 446 → 468 (+22)
1% more capital invested
Capital invested by funds: $7.75B → $7.82B (+$68.5M)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
1.29% less ownership
Funds ownership: 89.13% → 87.83% (-1.3%)
59% less call options, than puts
Call options by funds: $2.85M | Put options by funds: $6.96M
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$75.7M |
| 2 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$46M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$33.2M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$15.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$15.5M |
Top Sellers
| 1 |
MWNA
Marshall Wace North America
New York
|
-$41.3M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$39.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$37.7M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$31.6M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$29.5M |
AOS Hedge Fund Activity: Q4 2017 in Review
468 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2017, worth a combined $7.82B — up 0.88% from $7.75B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new AOS positions and 35 closed out — a net gain of 27 holders — while 182 added to existing stakes and 160 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $75.7M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $41.3M sold.
- 468 institutional investors held A.O. Smith (AOS) as of Q4 2017, up from 446 in Q3 2017.
- Funds reported $7.82B of A.O. Smith stock for Q4 2017, up 0.88% quarter-over-quarter.
- 62 funds opened new A.O. Smith positions in Q4 2017 and 35 closed out, a net change of +27 holders.
- The largest A.O. Smith buyer in Q4 2017 was T. Rowe Price Associates, an estimated $75.7M added.
- The largest A.O. Smith seller in Q4 2017 was Marshall Wace North America, an estimated $41.3M sold.
Based on aggregated 13F filings for Q4 2017.