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.
191% more call options, than puts
Call options by funds: $10M | Put options by funds: $3.45M
8% more capital invested
Capital invested by funds: $6.73B → $7.29B (+$554M)
7% more funds holding in top 10
Funds holding in top 10: 14 → 15 (+1)
5% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 42
0% less funds holding
Funds holding: 431 → 429 (-2)
1.2% less ownership
Funds ownership: 89.38% → 88.17% (-1.2%)
16% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 166
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$411M |
| 2 |
Select Equity Group
New York
|
+$106M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$22.1M |
| 4 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$17.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$42.7M |
| 2 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$29.4M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$17.9M |
| 4 |
Goldman Sachs
New York
|
-$14.4M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$14.2M |
AOS Hedge Fund Activity: Q2 2017 in Review
429 of the 4,022 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 $6.73B 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.