A.O. Smith
497 hedge funds and large institutions have $8.29B invested in A.O. Smith in 2018 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 159 increasing their positions, 172 reducing their positions, and 40 closing their positions.
90% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 40
6% more funds holding
Funds holding: 468 → 497 (+29)
6% more capital invested
Capital invested by funds: $7.85B → $8.29B (+$440M)
1.78% more ownership
Funds ownership: 87.83% → 89.61% (+1.8%)
8% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 172
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
59% less call options, than puts
Call options by funds: $7.01M | Put options by funds: $17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$92.2M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
+$67.4M |
| 3 |
Select Equity Group
New York
|
+$55.1M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$51.1M |
| 5 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$46.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
-$93.6M |
| 2 |
State Street
Boston,
Massachusetts
|
-$25M |
| 3 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$17.3M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$14.7M |
| 5 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
-$13M |
AOS Hedge Fund Activity: Q1 2018 in Review
497 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2018, worth a combined $8.29B — up 5.6% from $7.85B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new AOS positions and 40 closed out — a net gain of 36 holders — while 159 added to existing stakes and 172 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $92.2M. The largest seller was AEGON Asset Management (UK), exiting entirely with an estimated $93.6M sold.
- 497 institutional investors held A.O. Smith (AOS) as of Q1 2018, up from 468 in Q4 2017.
- Funds reported $8.29B of A.O. Smith stock for Q1 2018, up 5.6% quarter-over-quarter.
- 76 funds opened new A.O. Smith positions in Q1 2018 and 40 closed out, a net change of +36 holders.
- The largest A.O. Smith buyer in Q1 2018 was Citadel Advisors, an estimated $92.2M added.
- The largest A.O. Smith seller in Q1 2018 was AEGON Asset Management (UK), an estimated $93.6M sold.
Based on aggregated 13F filings for Q1 2018.