A.O. Smith
AOS
475 hedge funds and large institutions have $6.07B invested in A.O. Smith in 2020 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 157 increasing their positions, 179 reducing their positions, and 46 closing their positions.
209% more call options, than puts
Call options by funds: $17.5M | Put options by funds: $5.65M
96% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 46
22% more capital invested
Capital invested by funds: $4.96B → $6.07B (+$1.11B)
9% more funds holding
Funds holding: 434 → 475 (+41)
0.97% less ownership
Funds ownership: 96.51% → 95.54% (-0.97%)
12% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$68.6M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$54.5M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$48.8M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$48.4M |
| 5 |
KBC Group
Brussels,
Belgium
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$52.9M |
| 2 |
N
Natixis
Paris,
France
|
-$45.7M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$42.1M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$40.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$36.7M |
AOS Hedge Fund Activity: Q2 2020 in Review
475 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2020, worth a combined $6.07B — up 22% from $4.96B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new AOS positions and 46 closed out — a net gain of 44 holders — while 157 added to existing stakes and 179 trimmed.
The largest buyer was Invesco, adding an estimated $68.6M. The largest seller was Morgan Stanley, cutting an estimated $52.9M.
- 475 institutional investors held A.O. Smith (AOS) as of Q2 2020, up from 434 in Q1 2020.
- Funds reported $6.07B of A.O. Smith stock for Q2 2020, up 22% quarter-over-quarter.
- 90 funds opened new A.O. Smith positions in Q2 2020 and 46 closed out, a net change of +44 holders.
- The largest A.O. Smith buyer in Q2 2020 was Invesco, an estimated $68.6M added.
- The largest A.O. Smith seller in Q2 2020 was Morgan Stanley, an estimated $52.9M sold.
Based on aggregated 13F filings for Q2 2020.