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A.O. Smith

429 hedge funds and large institutions have $7.29B invested in A.O. Smith in 2017 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $6.64M | Put options by funds: $2.92M

8% more capital invested

Capital invested by funds: $6.74B → $7.29B (+$551M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

0% less funds holding

Funds holding: 431429 (-2)

1.29% less ownership

Funds ownership: 89.47%88.17% (-1.3%)

16% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 166

Holders
429
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
10.7%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
44
Increased
139
Reduced
166
Closed
42
Calls
$6.64M
Puts
$2.92M
Net Calls
+$3.72M
Net Calls Change
+$2.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$748M +$11.9M +220,954 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$746M -$11.4M -210,590 -2%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$430M +$411M +7,615,943 +49,148%
State Street
4
State Street
Massachusetts
$389M -$7.56M -140,095 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$329M -$7.67M -141,986 -2%
Brown Advisory
6
Brown Advisory
Maryland
$305M +$7.22M +133,799 +3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$189M -$17.9M -331,125 -9%
Invesco
8
Invesco
Georgia
$178M -$7.49M -138,737 -4%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$177M -$5.25M -97,247 -3%
Select Equity Group
10
Select Equity Group
New York
$135M +$106M +1,955,360 +445%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$119M -$3.59M -66,570 -3%
Victory Capital Management
12
Victory Capital Management
Texas
$110M +$11.9M +221,130 +13%
Norges Bank
13
Norges Bank
Norway
$103M +$13.8M +256,168 +16%
IAMU
14
Impax Asset Management (UK)
United Kingdom
$100M +$13.4M +248,456 +16%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$98.5M -$6.06M -112,217 -6%
Goldman Sachs
16
Goldman Sachs
New York
$92.3M -$14.4M -265,980 -14%
Wells Fargo
17
Wells Fargo
California
$89.3M -$11.1M -204,978 -11%
AAMU
18
AEGON Asset Management (UK)
United Kingdom
$88.9M -$5.07M -93,905 -6%
FCM
19
Frontier Capital Management
Massachusetts
$88.8M -$3.51M -65,045 -4%
Northern Trust
20
Northern Trust
Illinois
$85.9M +$6.54M +121,043 +9%
AQR Capital Management
21
AQR Capital Management
Connecticut
$84.7M -$42.7M -790,600 -34%
Artisan Partners
22
Artisan Partners
Wisconsin
$84.2M +$5.94M +110,047 +8%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$76.4M -$1.49M -27,643 -2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$71.7M +$2.45M +45,303 +4%
WRF
25
Waddell & Reed Financial
Kansas
$71M +$1.51M +28,009 +2%

AOS Hedge Fund Activity: Q2 2017 in Review

429 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2017, worth a combined $7.29B — up 8.2% from $6.74B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new AOS positions and 42 closed out — a net gain of 2 holders — while 139 added to existing stakes and 166 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $411M. The largest seller was AQR Capital Management, cutting an estimated $42.7M.

  • 429 institutional investors held A.O. Smith (AOS) as of Q2 2017, down from 431 in Q1 2017.
  • Funds reported $7.29B of A.O. Smith stock for Q2 2017, up 8.2% quarter-over-quarter.
  • 44 funds opened new A.O. Smith positions in Q2 2017 and 42 closed out, a net change of +2 holders.
  • The largest A.O. Smith buyer in Q2 2017 was Janus Henderson Group, an estimated $411M added.
  • The largest A.O. Smith seller in Q2 2017 was AQR Capital Management, an estimated $42.7M sold.

Based on aggregated 13F filings for Q2 2017.