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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
RIM
176
Reliant Investment Management
Tennessee
$1.35M -$8.27K -240 -0.6%
BJ
177
BlackRock Japan
Japan
$1.35M +$1.29M +37,546 New
AG
178
Aperio Group
California
$1.29M +$322K +9,332 +35%
Commonwealth Equity Services
179
Commonwealth Equity Services
Massachusetts
$1.26M +$3.86K +112 +0.3%
Citadel Advisors
180
Citadel Advisors
Florida
$1.24M -$5.93M -172,146 -83%
IRF
181
IBM Retirement Fund
New York
$1.24M -$57.3K -1,664 -5%
BWP
182
Baldwin Wealth Partners
Massachusetts
$1.22M +$1.08M +31,440 +1,294%
TRSOTSOK
183
Teachers Retirement System of the State of Kentucky
Kentucky
$1.21M
USAA
184
United Services Automobile Association
Texas
$1.16M +$20.7K +600 +2%
GC
185
Guggenheim Capital
Illinois
$1.04M +$153K +4,454 +18%
JG
186
Jefferies Group
New York
$1.04M +$285K +8,286 +40%
Jane Street
187
Jane Street
New York
$1.01M -$88.7K -2,574 -8%
SSWM
188
Sheets Smith Wealth Management
North Carolina
$986K +$19.2K +556 +2%
Mackenzie Financial
189
Mackenzie Financial
Ontario, Canada
$964K +$923K +26,774 New
URS
190
Utah Retirement Systems
Utah
$951K -$20.7K -600 -2%
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$942K -$48.1K -1,396 -5%
EDRH
192
Edmond de Rothschild Holding
Switzerland
$916K +$877K +25,446 New
AP
193
AHL Partners
United Kingdom
$914K +$280K +8,134 +47%
PP
194
Paloma Partners
Connecticut
$908K +$654K +18,984 +304%
ProShare Advisors
195
ProShare Advisors
Maryland
$891K -$52.5K -1,524 -6%
ST
196
Somerset Trust
Pennsylvania
$884K +$5.72K +166 +0.7%
SCA
197
Secor Capital Advisors
New York
$883K +$845K +24,524 New
CTA
198
Chesley Taft & Associates
Illinois
$856K -$15.5K -450 -2%
VKH
199
Virtu KCG Holdings
New York
$848K +$325K +9,436 +67%
ARC
200
Absolute Return Capital
Massachusetts
$840K +$804K +23,330 New

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.