A.O. Smith
411 hedge funds and large institutions have $5.9B invested in A.O. Smith in 2016 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 134 increasing their positions, 144 reducing their positions, and 33 closing their positions.
145% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 33
126% more call options, than puts
Call options by funds: $23.8M | Put options by funds: $10.5M
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
16% more capital invested
Capital invested by funds: $5.07B → $5.9B (+$831M)
12% more funds holding
Funds holding: 368 → 411 (+43)
3.38% more ownership
Funds ownership: 178.06% → 181.44% (+3.4%)
7% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$55.9M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$44.7M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$36.5M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$31.8M |
| 5 |
State Street
Boston,
Massachusetts
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$57.6M |
| 2 |
ABC
Anchor Bolt Capital
Chicago,
Illinois
|
-$51.1M |
| 3 |
FQ
First Quadrant
Glendale,
California
|
-$25.6M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$21.4M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$18.6M |
AOS Hedge Fund Activity: Q2 2016 in Review
411 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2016, worth a combined $5.9B — up 16% from $5.07B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new AOS positions and 33 closed out — a net gain of 48 holders — while 134 added to existing stakes and 144 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $55.9M. The largest seller was JP Morgan Chase, cutting an estimated $57.6M.
- 411 institutional investors held A.O. Smith (AOS) as of Q2 2016, up from 368 in Q1 2016.
- Funds reported $5.9B of A.O. Smith stock for Q2 2016, up 16% quarter-over-quarter.
- 81 funds opened new A.O. Smith positions in Q2 2016 and 33 closed out, a net change of +48 holders.
- The largest A.O. Smith buyer in Q2 2016 was AllianceBernstein, an estimated $55.9M added.
- The largest A.O. Smith seller in Q2 2016 was JP Morgan Chase, an estimated $57.6M sold.
Based on aggregated 13F filings for Q2 2016.