A.O. Smith
242 hedge funds and large institutions have $3.16B invested in A.O. Smith in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 73 increasing their positions, 110 reducing their positions, and 23 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
1.37% more ownership
Funds ownership: 172.55% → 173.92% (+1.4%)
5% less capital invested
Capital invested by funds: $3.31B → $3.16B (-$152M)
4% less funds holding
Funds holding: 252 → 242 (-10)
34% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 110
35% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 23
94% less call options, than puts
Call options by funds: $51K | Put options by funds: $841K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$51.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$38M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$24.3M |
| 5 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$43.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$28.7M |
| 3 |
Renaissance Technologies
New York
|
-$23.6M |
| 4 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
-$22.2M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$20.3M |
AOS Hedge Fund Activity: Q3 2014 in Review
242 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2014, worth a combined $3.16B — down 4.6% from $3.31B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of AOS and 15 opened new positions — a net loss of 8 holders — while 110 trimmed existing stakes and 73 added.
The largest buyer was JP Morgan Chase, adding an estimated $51.5M. The largest seller was Axiom Investors, exiting entirely with an estimated $43.5M sold.
- 242 institutional investors held A.O. Smith (AOS) as of Q3 2014, down from 252 in Q2 2014.
- Funds reported $3.16B of A.O. Smith stock for Q3 2014, down 4.6% quarter-over-quarter.
- 15 funds opened new A.O. Smith positions in Q3 2014 and 23 closed out, a net change of -8 holders.
- The largest A.O. Smith buyer in Q3 2014 was JP Morgan Chase, an estimated $51.5M added.
- The largest A.O. Smith seller in Q3 2014 was Axiom Investors, an estimated $43.5M sold.
Based on aggregated 13F filings for Q3 2014.