A.O. Smith
AOS
431 hedge funds and large institutions have $6.74B invested in A.O. Smith in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 153 increasing their positions, 170 reducing their positions, and 37 closing their positions.
40% more funds holding in top 10
Funds holding in top 10: 10 → 14 (+4)
9% more capital invested
Capital invested by funds: $6.21B → $6.74B (+$528M)
8% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $9.82M
3% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 37
0.71% more ownership
Funds ownership: 88.75% → 89.47% (+0.71%)
2% less funds holding
Funds holding: 440 → 431 (-9)
10% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 170
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$634M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$80.8M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$64.8M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$50.3M |
| 5 |
State Street
Boston,
Massachusetts
|
+$38.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$70.6M |
| 2 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$21.5M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$18.5M |
| 4 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
-$18.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$17.1M |
AOS Hedge Fund Activity: Q1 2017 in Review
431 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2017, worth a combined $6.74B — up 8.5% from $6.21B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new AOS positions and 37 closed out — a net gain of 1 holder — while 153 added to existing stakes and 170 trimmed.
The largest buyer was BlackRock, adding an estimated $634M. The largest seller was Fidelity Investments, cutting an estimated $70.6M.
- 431 institutional investors held A.O. Smith (AOS) as of Q1 2017, down from 440 in Q4 2016.
- Funds reported $6.74B of A.O. Smith stock for Q1 2017, up 8.5% quarter-over-quarter.
- 38 funds opened new A.O. Smith positions in Q1 2017 and 37 closed out, a net change of +1 holder.
- The largest A.O. Smith buyer in Q1 2017 was BlackRock, an estimated $634M added.
- The largest A.O. Smith seller in Q1 2017 was Fidelity Investments, an estimated $70.6M sold.
Based on aggregated 13F filings for Q1 2017.