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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
VIA
501
Virtus Investment Advisers
Connecticut
– -$1.21M -19,750 Closed
PP
502
Paloma Partners
Connecticut
– -$1.25M -19,331 Closed
Susquehanna International Group
503
Susquehanna International Group
Pennsylvania
– -$1.17M -18,174 Closed
IG
504
ING Group
Netherlands
– -$850K -13,864 Closed
PP
505
Prudential plc
United Kingdom
– -$738K -12,043 Closed
SSA
506
Schonfeld Strategic Advisors
New York
– -$664K -10,839 Closed
PG
507
PEAK6 Group
Illinois
– -$674K -10,452 Closed
TP
508
Truvvo Partners
New York
– -$612K -9,995 Closed
BWP
509
Baldwin Wealth Partners
Massachusetts
– -$598K -9,752 Closed
AA
510
ALPS Advisors
Colorado
– -$565K -9,224 Closed
GH
511
GAM Holding
Switzerland
– -$565K -9,215 Closed
Verition Fund Management
512
Verition Fund Management
Connecticut
– -$584K -9,050 Closed
Wolverine Trading
513
Wolverine Trading
Illinois
– -$522K -8,099 Closed
SGI
514
Summit Global Investments
Utah
– -$472K -7,700 Closed
VF
515
Virtu Financial
New York
– -$358K -5,843 Closed
TCM
516
Teza Capital Management
Illinois
– -$281K -4,593 Closed
SC
517
Skylands Capital
Wisconsin
– -$276K -4,500 Closed
First Manhattan
518
First Manhattan
New York
– -$263K -4,306 Closed
SI
519
SII Investments
Wisconsin
– -$248K -4,088 Closed
WS
520
Wedbush Securities
California
– -$249K -4,060 Closed
WSCM
521
Wellington Shields Capital Management
New York
– -$245K -4,000 Closed
GCA
522
Greenwood Capital Associates
South Carolina
– -$241K -3,932 Closed
MML Investors Services
523
MML Investors Services
Massachusetts
– -$224K -3,649 Closed
Parallax Volatility Advisers
524
Parallax Volatility Advisers
California
– -$208K -3,400 Closed
TRCT
525
Tower Research Capital (TRC)
New York
– -$171K -2,784 Closed
18 19 20
21
22

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.