A.O. Smith
428 hedge funds and large institutions have $6.51B invested in A.O. Smith in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 146 increasing their positions, 165 reducing their positions, and 34 closing their positions.
62% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 34
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
10% more capital invested
Capital invested by funds: $5.9B → $6.51B (+$611M)
4% more funds holding
Funds holding: 411 → 428 (+17)
3.09% less ownership
Funds ownership: 181.44% → 178.35% (-3.1%)
12% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 165
15% less call options, than puts
Call options by funds: $28.3M | Put options by funds: $33.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$70.8M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$27.4M |
| 3 |
Two Sigma Advisers
New York
|
+$27M |
| 4 |
SG Americas Securities
New York
|
+$26.1M |
| 5 |
Two Sigma Investments
New York
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$53.6M |
| 2 |
TAM
Tiverton Asset Management
Wilimington,
Delaware
|
-$42.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.3M |
| 4 |
O
OppenheimerFunds
New York
|
-$36.2M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$19.6M |
AOS Hedge Fund Activity: Q3 2016 in Review
428 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2016, worth a combined $6.51B — up 10% from $5.9B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new AOS positions and 34 closed out — a net gain of 21 holders — while 146 added to existing stakes and 165 trimmed.
The largest buyer was Artisan Partners, opening a new position worth an estimated $70.8M. The largest seller was Wells Fargo, cutting an estimated $53.6M.
- 428 institutional investors held A.O. Smith (AOS) as of Q3 2016, up from 411 in Q2 2016.
- Funds reported $6.51B of A.O. Smith stock for Q3 2016, up 10% quarter-over-quarter.
- 55 funds opened new A.O. Smith positions in Q3 2016 and 34 closed out, a net change of +21 holders.
- The largest A.O. Smith buyer in Q3 2016 was Artisan Partners, an estimated $70.8M added.
- The largest A.O. Smith seller in Q3 2016 was Wells Fargo, an estimated $53.6M sold.
Based on aggregated 13F filings for Q3 2016.