A.O. Smith
AOS
631 hedge funds and large institutions have $9.35B invested in A.O. Smith in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 196 increasing their positions, 245 reducing their positions, and 49 closing their positions.
145% more call options, than puts
Call options by funds: $39.2M | Put options by funds: $16M
124% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 49
26% more capital invested
Capital invested by funds: $7.44B → $9.35B (+$1.91B)
10% more funds holding
Funds holding: 576 → 631 (+55)
2.3% more ownership
Funds ownership: 90.09% → 92.39% (+2.3%)
20% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 245
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$180M |
| 2 |
Select Equity Group
New York
|
+$39.4M |
| 3 |
Amundi
Paris,
France
|
+$36.8M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$32.2M |
| 5 |
BlackRock
New York
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$79.3M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
-$42M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$39.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$24.8M |
| 5 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$23.6M |
AOS Hedge Fund Activity: Q4 2023 in Review
631 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2023, worth a combined $9.35B — up 26% from $7.44B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new AOS positions and 49 closed out — a net gain of 61 holders — while 196 added to existing stakes and 245 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $180M. The largest seller was Millennium Management, cutting an estimated $79.3M.
- 631 institutional investors held A.O. Smith (AOS) as of Q4 2023, up from 576 in Q3 2023.
- Funds reported $9.35B of A.O. Smith stock for Q4 2023, up 26% quarter-over-quarter.
- 110 funds opened new A.O. Smith positions in Q4 2023 and 49 closed out, a net change of +61 holders.
- The largest A.O. Smith buyer in Q4 2023 was Morgan Stanley, an estimated $180M added.
- The largest A.O. Smith seller in Q4 2023 was Millennium Management, an estimated $79.3M sold.
Based on aggregated 13F filings for Q4 2023.