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A.O. Smith
AOS

475 hedge funds and large institutions have $6.07B invested in A.O. Smith in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 179 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $17.5M | Put options by funds: $5.65M

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

22% more capital invested

Capital invested by funds: $4.96B → $6.07B (+$1.11B)

9% more funds holding

Funds holding: 434 → 475 (+41)

0.97% less ownership

Funds ownership: 96.51% → 95.54% (-0.97%)

12% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 179

Holders
475
Holders Change
+41
Holders Change %
+9.45%
% of All Funds
9.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
90
Increased
157
Reduced
179
Closed
46
Calls
$17.5M
Puts
$5.65M
Net Calls
+$11.8M
Net Calls Change
+$11.6M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$68.6M
2
AL
AJO LP
Pennsylvania
+$54.5M
3
Charles Schwab
Charles Schwab
California
+$48.8M
4
Victory Capital Management
Victory Capital Management
Texas
+$48.4M
5
KBC Group
KBC Group
Belgium
+$20.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$52.9M
2
N
Natixis
France
-$45.7M
3
BBHC
Brown Brothers Harriman & Co
New York
-$42.1M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$40.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$36.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
501
Ameritas Investment Company
Nebraska
– -$140K -3,700 Closed
AT
502
Arden Trust
Delaware
– -$131K -3,474 Closed
MERSOM
503
Municipal Employees' Retirement System of Michigan
Michigan
– -$73K -1,930 Closed
PHK
504
Point72 Hong Kong
Hong Kong
– -$65K -1,706 Closed
NFG
505
Next Financial Group
Texas
– -$53K -1,399 Closed
CAN
506
Claraphi Advisory Network
United States
– -$52K -1,378 Closed
CYG
507
Clean Yield Group
Vermont
– -$21K -567 Closed
EWM
508
EPG Wealth Management
Georgia
– -$20K -541 Closed
ASN
509
Advisory Services Network
Georgia
– -$17K -434 Closed
CCM
510
Covington Capital Management
California
– -$6K -160 Closed
LSA
511
Lion Street Advisors
Texas
– -$6K -146 Closed
Twin Tree Management
512
Twin Tree Management
Texas
– -$4K -103 Closed
GCM
513
Gables Capital Management
Florida
– -$3K -84 Closed
AA
514
AlphaMark Advisors
Kentucky
– -$1K -35 Closed
PW
515
Price Wealth
Texas
– -$1K -30 Closed
AF
516
Advisornet Financial
Minnesota
– -$1.27K -29 -97%
IF
517
Ironwood Financial
Arizona
– +$131 +3 New
CWC
518
Carolinas Wealth Consulting
North Carolina
– +$218 +5 New
MA
519
MCF Advisors
Kentucky
– +$218 +5 New
17 18 19 20
21

AOS Hedge Fund Activity: Q2 2020 in Review

475 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2020, worth a combined $6.07B — up 22% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new AOS positions and 46 closed out — a net gain of 44 holders — while 157 added to existing stakes and 179 trimmed.

The largest buyer was Invesco, adding an estimated $68.6M. The largest seller was Morgan Stanley, cutting an estimated $52.9M.

  • 475 institutional investors held A.O. Smith (AOS) as of Q2 2020, up from 434 in Q1 2020.
  • Funds reported $6.07B of A.O. Smith stock for Q2 2020, up 22% quarter-over-quarter.
  • 90 funds opened new A.O. Smith positions in Q2 2020 and 46 closed out, a net change of +44 holders.
  • The largest A.O. Smith buyer in Q2 2020 was Invesco, an estimated $68.6M added.
  • The largest A.O. Smith seller in Q2 2020 was Morgan Stanley, an estimated $52.9M sold.

Based on aggregated 13F filings for Q2 2020.