A.O. Smith
366 hedge funds and large institutions have $5.17B invested in A.O. Smith in 2015 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 34 closing their positions.
94% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 34
29% more call options, than puts
Call options by funds: $42.9M | Put options by funds: $33.4M
19% more capital invested
Capital invested by funds: $4.35B → $5.17B (+$823M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
8% more funds holding
Funds holding: 340 → 366 (+26)
4.26% more ownership
Funds ownership: 176.23% → 180.48% (+4.3%)
23% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$72.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$30.1M |
| 3 |
EWM
Evercore Wealth Management
New York
|
+$22.9M |
| 4 |
O
OppenheimerFunds
New York
|
+$22.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$48.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.4M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$22.8M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$19.9M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$19.7M |
AOS Hedge Fund Activity: Q4 2015 in Review
366 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2015, worth a combined $5.17B — up 19% from $4.35B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new AOS positions and 34 closed out — a net gain of 32 holders — while 108 added to existing stakes and 140 trimmed.
The largest buyer was AEGON Asset Management (UK), opening a new position worth an estimated $72.7M. The largest seller was Prudential Financial, cutting an estimated $48.8M.
- 366 institutional investors held A.O. Smith (AOS) as of Q4 2015, up from 340 in Q3 2015.
- Funds reported $5.17B of A.O. Smith stock for Q4 2015, up 19% quarter-over-quarter.
- 66 funds opened new A.O. Smith positions in Q4 2015 and 34 closed out, a net change of +32 holders.
- The largest A.O. Smith buyer in Q4 2015 was AEGON Asset Management (UK), an estimated $72.7M added.
- The largest A.O. Smith seller in Q4 2015 was Prudential Financial, an estimated $48.8M sold.
Based on aggregated 13F filings for Q4 2015.