A.O. Smith
279 hedge funds and large institutions have $3.1B invested in A.O. Smith in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 119 reducing their positions, and 49 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 287 → 279 (-8)
4.27% less ownership
Funds ownership: 177.27% → 173% (-4.3%)
14% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 49
16% less capital invested
Capital invested by funds: $3.71B → $3.1B (-$611M)
21% less call options, than puts
Call options by funds: $1.12M | Put options by funds: $1.42M
29% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$32.9M |
| 2 |
Renaissance Technologies
New York
|
+$32.6M |
| 3 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
+$26.3M |
| 4 |
CII
CR Intrinsic Investors
Stamford,
Connecticut
|
+$20.5M |
| 5 |
IAMU
Impax Asset Management (UK)
London,
United Kingdom
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCI
Columbus Circle Investors
|
-$62M |
| 2 |
RIM
Rainier Investment Management
Seattle,
Washington
|
-$48.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$25.6M |
| 4 |
O
OppenheimerFunds
New York
|
-$23M |
| 5 |
SCM
Sandler Capital Management
New York
|
-$20.9M |
AOS Hedge Fund Activity: Q1 2014 in Review
279 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2014, worth a combined $3.1B — down 16% from $3.71B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of AOS and 42 opened new positions — a net loss of 7 holders — while 119 trimmed existing stakes and 84 added.
The largest buyer was Pictet Asset Management (UK), adding an estimated $32.9M. The largest seller was Columbus Circle Investors, exiting entirely with an estimated $62M sold.
- 279 institutional investors held A.O. Smith (AOS) as of Q1 2014, down from 287 in Q4 2013.
- Funds reported $3.1B of A.O. Smith stock for Q1 2014, down 16% quarter-over-quarter.
- 42 funds opened new A.O. Smith positions in Q1 2014 and 49 closed out, a net change of -7 holders.
- The largest A.O. Smith buyer in Q1 2014 was Pictet Asset Management (UK), an estimated $32.9M added.
- The largest A.O. Smith seller in Q1 2014 was Columbus Circle Investors, an estimated $62M sold.
Based on aggregated 13F filings for Q1 2014.