A.O. Smith
AOS
516 hedge funds and large institutions have $6.79B invested in A.O. Smith in 2020 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 213 increasing their positions, 160 reducing their positions, and 35 closing their positions.
120% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 35
33% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 160
7% more funds holding
Funds holding: 481 → 516 (+35)
4% more capital invested
Capital invested by funds: $6.54B → $6.79B (+$244M)
2.12% less ownership
Funds ownership: 91.52% → 89.4% (-2.1%)
54% less call options, than puts
Call options by funds: $5.65M | Put options by funds: $12.3M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$66.8M |
| 2 |
Morgan Stanley
New York
|
+$36.8M |
| 3 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$27M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$22.8M |
| 5 |
Millennium Management
New York
|
+$16.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$166M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$110M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$60.9M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$38.3M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$34.6M |
AOS Hedge Fund Activity: Q4 2020 in Review
516 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2020, worth a combined $6.79B — up 3.7% from $6.54B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new AOS positions and 35 closed out — a net gain of 42 holders — while 213 added to existing stakes and 160 trimmed.
The largest buyer was Nuveen, adding an estimated $66.8M. The largest seller was Generation Investment Management, exiting entirely with an estimated $166M sold.
- 516 institutional investors held A.O. Smith (AOS) as of Q4 2020, up from 481 in Q3 2020.
- Funds reported $6.79B of A.O. Smith stock for Q4 2020, up 3.7% quarter-over-quarter.
- 77 funds opened new A.O. Smith positions in Q4 2020 and 35 closed out, a net change of +42 holders.
- The largest A.O. Smith buyer in Q4 2020 was Nuveen, an estimated $66.8M added.
- The largest A.O. Smith seller in Q4 2020 was Generation Investment Management, an estimated $166M sold.
Based on aggregated 13F filings for Q4 2020.