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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
Victory Capital Management
201
Victory Capital Management
Texas
$837K +$421K +12,230 +114%
AAM
202
Advisors Asset Management
Colorado
$830K -$276K -8,012 -26%
Two Sigma Advisers
203
Two Sigma Advisers
New York
$824K -$3.46M -100,400 -81%
ICRM
204
Insight Capital Research & Management
California
$819K +$784K +22,750 New
AIP
205
Ameritas Investment Partners
Nebraska
$812K
TCOT
206
Trust Company of Toledo
Ohio
$810K
EGM
207
Engineers Gate Manager
New York
$807K -$109K -3,160 -12%
BA
208
BlackRock Advisors
Delaware
$799K +$14.8K +430 +2%
SAM
209
Securian Asset Management
Minnesota
$762K -$7.99K -232 -1%
CK
210
Carnick & Kubik
Colorado
$738K
PP
211
Prudential plc
United Kingdom
$707K -$40.2K -1,166 -6%
RFS
212
Rockefeller Financial Services
New York
$706K
MCM
213
Manchester Capital Management
Vermont
$672K -$104K -3,020 -14%
PA
214
Profund Advisors
Maryland
$671K -$241K -6,982 -27%
OTPPB
215
Ontario Teachers' Pension Plan Board
Ontario, Canada
$669K -$131K -3,800 -17%
Legal & General Group
216
Legal & General Group
United Kingdom
$657K +$262K +7,616 +72%
AB
217
Amalgamated Bank
New York
$640K +$251K +7,274 +69%
NMIMC
218
Northwestern Mutual Investment Management Company
Wisconsin
$629K +$342K +9,920 +131%
OCM
219
Oakwood Capital Management
California
$617K +$591K +17,152 New
AA
220
ALPS Advisors
Colorado
$602K +$8.96K +260 +2%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$561K -$138K -4,000 -20%
MC
222
Menta Capital
California
$554K
SC
223
Skylands Capital
Wisconsin
$554K
CG
224
Clinton Group
New York
$543K +$520K +15,080 New
UFF
225
USA Financial Formulas
Michigan
$524K +$502K +14,564 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.