A.O. Smith
440 hedge funds and large institutions have $6.21B invested in A.O. Smith in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 195 reducing their positions, and 44 closing their positions.
43% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 44
3% more funds holding
Funds holding: 428 → 440 (+12)
5% less capital invested
Capital invested by funds: $6.51B → $6.21B (-$296M)
21% less call options, than puts
Call options by funds: $14M | Put options by funds: $17.8M
32% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 195
44% less funds holding in top 10
Funds holding in top 10: 18 → 10 (-8)
89.58% less ownership
Funds ownership: 178.35% → 88.77% (-90%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$154M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$62.9M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$18.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.4M |
| 5 |
GA
Geneva Advisors
Chicago,
Illinois
|
+$16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$70.5M |
| 2 |
State Street
Boston,
Massachusetts
|
-$57.5M |
| 3 |
SG Americas Securities
New York
|
-$27.9M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$27.6M |
| 5 |
Two Sigma Advisers
New York
|
-$23.4M |
AOS Hedge Fund Activity: Q4 2016 in Review
440 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2016, worth a combined $6.21B — down 4.5% from $6.51B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new AOS positions and 44 closed out — a net gain of 19 holders — while 133 added to existing stakes and 195 trimmed.
The largest buyer was Brown Advisory, adding an estimated $154M. The largest seller was OppenheimerFunds, cutting an estimated $70.5M.
- 440 institutional investors held A.O. Smith (AOS) as of Q4 2016, up from 428 in Q3 2016.
- Funds reported $6.21B of A.O. Smith stock for Q4 2016, down 4.5% quarter-over-quarter.
- 63 funds opened new A.O. Smith positions in Q4 2016 and 44 closed out, a net change of +19 holders.
- The largest A.O. Smith buyer in Q4 2016 was Brown Advisory, an estimated $154M added.
- The largest A.O. Smith seller in Q4 2016 was OppenheimerFunds, an estimated $70.5M sold.
Based on aggregated 13F filings for Q4 2016.