We are live on ! Find out more
AOS icon

A.O. Smith

312 hedge funds and large institutions have $4.83B invested in A.O. Smith in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,045% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $2.8M

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

9% more capital invested

Capital invested by funds: $4.43B → $4.83B (+$406M)

9% more funds holding

Funds holding: 287312 (+25)

7% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 108

0.5% less ownership

Funds ownership: 177.46%176.96% (-0.5%)

Holders
312
Holders Change
+25
Holders Change %
+8.71%
% of All Funds
8.41%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.3%
New
45
Increased
116
Reduced
108
Closed
18
Calls
$32.1M
Puts
$2.8M
Net Calls
+$29.3M
Net Calls Change
+$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
101
Swiss National Bank
Switzerland
$6.32M +$96.5K +2,800 +2%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$6.32M +$5.64M +163,800 +1,388%
ERSOT
103
Employees Retirement System of Texas
Texas
$6.26M
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.84M +$3.65M +105,942 +188%
ACM
105
Azimuth Capital Management
Michigan
$5.8M -$110K -3,190 -2%
GF
106
Gabelli Funds
New York
$5.61M
Credit Agricole
107
Credit Agricole
France
$5.57M
DHFB
108
Dixon Hubard Feinour & Brown
Virginia
$5.32M -$9.3K -270 -0.2%
GI
109
GAMCO Investors
Connecticut
$5.27M +$2.01M +58,400 +66%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$5M +$135K +3,910 +3%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$4.9M +$3.55M +102,920 +310%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$4.85M +$178K +5,168 +4%
ECP
113
Elk Creek Partners
Colorado
$4.79M +$1.05M +30,610 +30%
SEI Investments
114
SEI Investments
Pennsylvania
$4.76M +$187K +5,426 +4%
SO
115
STRS Ohio
Ohio
$4.75M -$758K -22,000 -14%
US Bancorp
116
US Bancorp
Minnesota
$4.71M -$33.4K -970 -0.7%
Jacobs Levy Equity Management
117
Jacobs Levy Equity Management
New Jersey
$4.71M +$4.51M +130,780 New
TPSF
118
Texas Permanent School Fund
Texas
$4.59M -$267K -7,736 -6%
PPA
119
Parametric Portfolio Associates
Washington
$4.57M +$87.6K +2,542 +2%
RU
120
RobecoSam USA
New York
$4.54M -$233K -6,750 -5%
CCM
121
Channing Capital Management
Illinois
$4.3M -$14.6M -423,320 -78%
WAM
122
Water Asset Management
New York
$4.03M +$352K +10,228 +10%
AW
123
ACG Wealth
Georgia
$3.95M -$28K -812 -0.7%
AI
124
Analytic Investors
California
$3.88M +$3.72M +107,890 New
ARTA
125
A.R.T. Advisors
New York
$3.86M +$138K +4,018 +4%

AOS Hedge Fund Activity: Q2 2015 in Review

312 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2015, worth a combined $4.83B — up 9.2% from $4.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AOS positions and 18 closed out — a net gain of 27 holders — while 116 added to existing stakes and 108 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $69M. The largest seller was Fidelity Investments, cutting an estimated $96.2M.

  • 312 institutional investors held A.O. Smith (AOS) as of Q2 2015, up from 287 in Q1 2015.
  • Funds reported $4.83B of A.O. Smith stock for Q2 2015, up 9.2% quarter-over-quarter.
  • 45 funds opened new A.O. Smith positions in Q2 2015 and 18 closed out, a net change of +27 holders.
  • The largest A.O. Smith buyer in Q2 2015 was OppenheimerFunds, an estimated $69M added.
  • The largest A.O. Smith seller in Q2 2015 was Fidelity Investments, an estimated $96.2M sold.

Based on aggregated 13F filings for Q2 2015.