A.O. Smith
287 hedge funds and large institutions have $3.73B invested in A.O. Smith in 2013 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 85 increasing their positions, 112 reducing their positions, and 32 closing their positions.
97% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 32
17% more capital invested
Capital invested by funds: $3.19B → $3.73B (+$540M)
11% more funds holding
Funds holding: 258 → 287 (+29)
0% less call options, than puts
Call options by funds: $2.11M | Put options by funds: $2.12M
0.59% less ownership
Funds ownership: 177.85% → 177.26% (-0.59%)
24% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 112
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$29.4M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$24M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$21.9M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$18.8M |
| 5 |
Morgan Stanley
New York
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$89.6M |
| 2 |
O
OppenheimerFunds
New York
|
-$72.8M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$26.3M |
| 4 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$21.8M |
| 5 |
RA
Royce & Associates
New York
|
-$15.3M |
AOS Hedge Fund Activity: Q4 2013 in Review
287 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2013, worth a combined $3.73B — up 17% from $3.19B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new AOS positions and 32 closed out — a net gain of 31 holders — while 85 added to existing stakes and 112 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $29.4M. The largest seller was Suntrust Banks, cutting an estimated $89.6M.
- 287 institutional investors held A.O. Smith (AOS) as of Q4 2013, up from 258 in Q3 2013.
- Funds reported $3.73B of A.O. Smith stock for Q4 2013, up 17% quarter-over-quarter.
- 63 funds opened new A.O. Smith positions in Q4 2013 and 32 closed out, a net change of +31 holders.
- The largest A.O. Smith buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $29.4M added.
- The largest A.O. Smith seller in Q4 2013 was Suntrust Banks, an estimated $89.6M sold.
Based on aggregated 13F filings for Q4 2013.