A.O. Smith
AOS
463 hedge funds and large institutions have $6.27B invested in A.O. Smith in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 163 increasing their positions, 166 reducing their positions, and 47 closing their positions.
49% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 47
11% more call options, than puts
Call options by funds: $7.8M | Put options by funds: $7.03M
3% more funds holding
Funds holding: 450 → 463 (+13)
1.2% more ownership
Funds ownership: 94.85% → 96.05% (+1.2%)
0% more capital invested
Capital invested by funds: $6.26B → $6.27B (+$15M)
2% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 166
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$102M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$66.1M |
| 3 |
N
Natixis
Paris,
France
|
+$46.2M |
| 4 |
Millennium Management
New York
|
+$43.1M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$64.1M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$61.7M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$54.8M |
| 4 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$48.9M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$41.6M |
AOS Hedge Fund Activity: Q4 2019 in Review
463 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2019, worth a combined $6.27B — up 0.24% from $6.26B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new AOS positions and 47 closed out — a net gain of 23 holders — while 163 added to existing stakes and 166 trimmed.
The largest buyer was Brown Brothers Harriman & Co, adding an estimated $102M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $64.1M sold.
- 463 institutional investors held A.O. Smith (AOS) as of Q4 2019, up from 450 in Q3 2019.
- Funds reported $6.27B of A.O. Smith stock for Q4 2019, up 0.24% quarter-over-quarter.
- 70 funds opened new A.O. Smith positions in Q4 2019 and 47 closed out, a net change of +23 holders.
- The largest A.O. Smith buyer in Q4 2019 was Brown Brothers Harriman & Co, an estimated $102M added.
- The largest A.O. Smith seller in Q4 2019 was Eagle Asset Management, an estimated $64.1M sold.
Based on aggregated 13F filings for Q4 2019.