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A.O. Smith
AOS

260 hedge funds and large institutions have $2.52B invested in A.O. Smith in 2013 Q2 according to their latest regulatory filings, with 260 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

175.01% more ownership

Funds ownership: 0% → 175.01% (+175%)

19% less call options, than puts

Call options by funds: $4.05M | Put options by funds: $5.01M

Holders
260
Holders Change
+260
Holders Change %
–
% of All Funds
8.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
260
Increased
–
Reduced
–
Closed
–
Calls
$4.05M
Puts
$5.01M
Net Calls
-$964K
Net Calls Change
-$964K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$216M +$222M +11,880,046 New
State Street
2
State Street
Massachusetts
$204M +$210M +11,229,400 New
SB
3
Suntrust Banks
Georgia
$117M +$121M +6,475,932 New
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$106M +$109M +5,830,660 New
BFA
5
BlackRock Fund Advisors
California
$90.5M +$93.2M +4,988,782 New
BIT
6
BlackRock Institutional Trust
California
$80.2M +$82.6M +4,419,154 New
ORI
7
Oak Ridge Investments
Illinois
$73.3M +$75.5M +4,040,788 New
Neuberger Berman Group
8
Neuberger Berman Group
New York
$69.5M +$71.6M +3,833,016 New
KI
9
Kalmar Investments
Delaware
$57.3M +$59M +3,159,010 New
Invesco
10
Invesco
Georgia
$54.5M +$56.2M +3,005,988 New
KAM
11
Keeley Asset Management
Illinois
$52.5M +$54.1M +2,896,000 New
Wells Fargo
12
Wells Fargo
California
$51.1M +$52.6M +2,816,000 New
AI
13
Axiom Investors
Connecticut
$50.8M +$52.3M +2,799,900 New
O
14
OppenheimerFunds
New York
$50.1M +$51.6M +2,760,000 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$44.7M +$46M +2,461,600 New
Northern Trust
16
Northern Trust
Illinois
$40.6M +$41.8M +2,237,316 New
FCM
17
Frontier Capital Management
Massachusetts
$40.2M +$41.4M +2,216,568 New
Goldman Sachs
18
Goldman Sachs
New York
$38.6M +$39.8M +2,127,370 New
RIM
19
Rainier Investment Management
Washington
$36.1M +$37.2M +1,992,200 New
RA
20
Royce & Associates
New York
$36.1M +$37.2M +1,991,576 New
CCI
21
Columbus Circle Investors
$35M +$36.1M +1,931,442 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$34.8M +$35.8M +1,916,776 New
Jacobs Levy Equity Management
23
Jacobs Levy Equity Management
New Jersey
$33.1M +$34.1M +1,822,456 New
Prudential Financial
24
Prudential Financial
New Jersey
$30.1M +$31M +1,658,300 New
FAM
25
Fred Alger Management
New York
$28.1M +$28.9M +1,547,886 New
1
2 3 4 5

AOS Hedge Fund Activity: Q2 2013 in Review

260 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2013, worth a combined $2.52B.

Buyers outnumbered sellers: 260 funds opened new AOS positions and 0 closed out — a net gain of 260 holders — while 0 added to existing stakes and 0 trimmed.

  • 260 institutional investors held A.O. Smith (AOS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.52B of A.O. Smith stock for Q2 2013.
  • 260 funds opened new A.O. Smith positions in Q2 2013 and 0 closed out, a net change of +260 holders.

Based on aggregated 13F filings for Q2 2013.