A.O. Smith
258 hedge funds and large institutions have $3.19B invested in A.O. Smith in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 112 reducing their positions, and 29 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
26% more capital invested
Capital invested by funds: $2.52B → $3.19B (+$662M)
2.84% more ownership
Funds ownership: 175.01% → 177.85% (+2.8%)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
1% less funds holding
Funds holding: 260 → 258 (-2)
27% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 112
29% less call options, than puts
Call options by funds: $2.18M | Put options by funds: $3.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$133M |
| 2 |
O
OppenheimerFunds
New York
|
+$66.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$39.8M |
| 4 |
SCM
Sandler Capital Management
New York
|
+$28.4M |
| 5 |
GC
GW Capital
Bellevue,
Washington
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$27.1M |
| 2 |
Goldman Sachs
New York
|
-$23.8M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$20.2M |
| 4 |
Morgan Stanley
New York
|
-$19.2M |
| 5 |
State Street
Boston,
Massachusetts
|
-$17.1M |
AOS Hedge Fund Activity: Q3 2013 in Review
258 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2013, worth a combined $3.19B — up 26% from $2.52B a quarter earlier.
Fund positioning in AOS was balanced in Q3 2013: 29 funds opened new positions, 29 closed out, 82 added to existing stakes and 112 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was BlackRock Advisors, cutting an estimated $27.1M.
- 258 institutional investors held A.O. Smith (AOS) as of Q3 2013, down from 260 in Q2 2013.
- Funds reported $3.19B of A.O. Smith stock for Q3 2013, up 26% quarter-over-quarter.
- 29 funds opened new A.O. Smith positions in Q3 2013 and 29 closed out, a net change of 0 holders.
- The largest A.O. Smith buyer in Q3 2013 was Fidelity Investments, an estimated $133M added.
- The largest A.O. Smith seller in Q3 2013 was BlackRock Advisors, an estimated $27.1M sold.
Based on aggregated 13F filings for Q3 2013.