A.O. Smith
287 hedge funds and large institutions have $4.44B invested in A.O. Smith in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 96 increasing their positions, 95 reducing their positions, and 15 closing their positions.
248% more call options, than puts
Call options by funds: $4.36M | Put options by funds: $1.26M
233% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 15
12% more funds holding
Funds holding: 256 → 287 (+31)
1% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 95
0.29% less ownership
Funds ownership: 89.02% → 88.73% (-0.29%)
3% less capital inflows, than outflows
Capital inflows: $385M | Capital outflows: $399M
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ABC
Anchor Bolt Capital
Chicago,
Illinois
|
+$50.3M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$33.1M |
| 3 |
Baird
Milwaukee,
Wisconsin
|
+$23.1M |
| 4 |
BlackRock Institutional Trust
San Francisco,
California
|
+$20.4M |
| 5 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
-$56.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.5M |
| 4 |
Impax Asset Management (UK)
London,
United Kingdom
|
-$29.8M |
| 5 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$28M |
AOS Hedge Fund Activity: Q1 2015 in Review
287 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2015, worth a combined $4.44B — up 16% from $3.84B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new AOS positions and 15 closed out — a net gain of 35 holders — while 96 added to existing stakes and 95 trimmed.
The largest buyer was Anchor Bolt Capital, opening a new position worth an estimated $50.3M. The largest seller was Virtus Fund Advisers, cutting an estimated $56.8M.
- 287 institutional investors held A.O. Smith (AOS) as of Q1 2015, up from 256 in Q4 2014.
- Funds reported $4.44B of A.O. Smith stock for Q1 2015, up 16% quarter-over-quarter.
- 50 funds opened new A.O. Smith positions in Q1 2015 and 15 closed out, a net change of +35 holders.
- The largest A.O. Smith buyer in Q1 2015 was Anchor Bolt Capital, an estimated $50.3M added.
- The largest A.O. Smith seller in Q1 2015 was Virtus Fund Advisers, an estimated $56.8M sold.
Based on aggregated 13F filings for Q1 2015.