A.O. Smith
AOS
588 hedge funds and large institutions have $7.46B invested in A.O. Smith in 2022 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 224 increasing their positions, 198 reducing their positions, and 68 closing their positions.
21% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 68
13% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 198
1% more funds holding
Funds holding: 580 → 588 (+8)
1.33% more ownership
Funds ownership: 90.79% → 92.12% (+1.3%)
22% less call options, than puts
Call options by funds: $8.29M | Put options by funds: $10.6M
26% less capital invested
Capital invested by funds: $10.1B → $7.46B (-$2.6B)
100% less funds holding in top 10
Funds holding in top 10: 6 → 0 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$123M |
| 2 |
Millennium Management
New York
|
+$45.8M |
| 3 |
Amundi
Paris,
France
|
+$45.5M |
| 4 |
Renaissance Technologies
New York
|
+$33.7M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
-$153M |
| 2 |
State Street
Boston,
Massachusetts
|
-$81M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$68.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$58M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$39.7M |
AOS Hedge Fund Activity: Q1 2022 in Review
588 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2022, worth a combined $7.46B — down 26% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new AOS positions and 68 closed out — a net gain of 14 holders — while 224 added to existing stakes and 198 trimmed.
The largest buyer was CFS Investment Advisory Services, adding an estimated $123M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $153M sold.
- 588 institutional investors held A.O. Smith (AOS) as of Q1 2022, up from 580 in Q4 2021.
- Funds reported $7.46B of A.O. Smith stock for Q1 2022, down 26% quarter-over-quarter.
- 82 funds opened new A.O. Smith positions in Q1 2022 and 68 closed out, a net change of +14 holders.
- The largest A.O. Smith buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $123M added.
- The largest A.O. Smith seller in Q1 2022 was Fundsmith LLP, an estimated $153M sold.
Based on aggregated 13F filings for Q1 2022.