A.O. Smith
252 hedge funds and large institutions have $3.31B invested in A.O. Smith in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 111 reducing their positions, and 46 closing their positions.
6% more capital invested
Capital invested by funds: $3.11B → $3.31B (+$197M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.45% less ownership
Funds ownership: 173% → 172.55% (-0.45%)
10% less funds holding
Funds holding: 279 → 252 (-27)
30% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 111
57% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 46
58% less call options, than puts
Call options by funds: $401K | Put options by funds: $961K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$89.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$27.9M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$26.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$26.2M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$71.8M |
| 2 |
GC
GW Capital
Bellevue,
Washington
|
-$24.5M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$19.3M |
| 4 |
O
OppenheimerFunds
New York
|
-$18.9M |
| 5 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$17.3M |
AOS Hedge Fund Activity: Q2 2014 in Review
252 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2014, worth a combined $3.31B — up 6.3% from $3.11B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of AOS and 20 opened new positions — a net loss of 26 holders — while 111 trimmed existing stakes and 78 added.
The largest buyer was Fidelity Investments, adding an estimated $89.9M. The largest seller was Suntrust Banks, exiting entirely with an estimated $71.8M sold.
- 252 institutional investors held A.O. Smith (AOS) as of Q2 2014, down from 279 in Q1 2014.
- Funds reported $3.31B of A.O. Smith stock for Q2 2014, up 6.3% quarter-over-quarter.
- 20 funds opened new A.O. Smith positions in Q2 2014 and 46 closed out, a net change of -26 holders.
- The largest A.O. Smith buyer in Q2 2014 was Fidelity Investments, an estimated $89.9M added.
- The largest A.O. Smith seller in Q2 2014 was Suntrust Banks, an estimated $71.8M sold.
Based on aggregated 13F filings for Q2 2014.