A.O. Smith
527 hedge funds and large institutions have $8.01B invested in A.O. Smith in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 61 closing their positions.
75% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $6.77M
25% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 61
18% more capital invested
Capital invested by funds: $6.79B → $8.01B (+$1.23B)
15% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 179
2% more funds holding
Funds holding: 516 → 527 (+11)
1.57% more ownership
Funds ownership: 89.4% → 90.96% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$122M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
+$68.4M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$68.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$34.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$25.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$77.1M |
| 2 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$48.7M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$40.1M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$36.7M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$28.6M |
AOS Hedge Fund Activity: Q1 2021 in Review
527 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2021, worth a combined $8.01B — up 18% from $6.79B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new AOS positions and 61 closed out — a net gain of 15 holders — while 206 added to existing stakes and 179 trimmed.
The largest buyer was Pictet Asset Management (UK), adding an estimated $122M. The largest seller was Nuveen, cutting an estimated $77.1M.
- 527 institutional investors held A.O. Smith (AOS) as of Q1 2021, up from 516 in Q4 2020.
- Funds reported $8.01B of A.O. Smith stock for Q1 2021, up 18% quarter-over-quarter.
- 76 funds opened new A.O. Smith positions in Q1 2021 and 61 closed out, a net change of +15 holders.
- The largest A.O. Smith buyer in Q1 2021 was Pictet Asset Management (UK), an estimated $122M added.
- The largest A.O. Smith seller in Q1 2021 was Nuveen, an estimated $77.1M sold.
Based on aggregated 13F filings for Q1 2021.