A.O. Smith
499 hedge funds and large institutions have $7.68B invested in A.O. Smith in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 173 increasing their positions, 179 reducing their positions, and 47 closing their positions.
15% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 47
0% more funds holding
Funds holding: 497 → 499 (+2)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.14% less ownership
Funds ownership: 89.61% → 89.48% (-0.14%)
3% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 179
7% less capital invested
Capital invested by funds: $8.29B → $7.68B (-$611M)
87% less call options, than puts
Call options by funds: $4.89M | Put options by funds: $37.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$185M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$72.8M |
| 3 |
Millennium Management
New York
|
+$57.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$38.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$137M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$90.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$82.1M |
| 4 |
Goldman Sachs
New York
|
-$52.6M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$46.3M |
AOS Hedge Fund Activity: Q2 2018 in Review
499 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2018, worth a combined $7.68B — down 7.4% from $8.29B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new AOS positions and 47 closed out — a net gain of 7 holders — while 173 added to existing stakes and 179 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $185M. The largest seller was Fidelity Investments, cutting an estimated $137M.
- 499 institutional investors held A.O. Smith (AOS) as of Q2 2018, up from 497 in Q1 2018.
- Funds reported $7.68B of A.O. Smith stock for Q2 2018, down 7.4% quarter-over-quarter.
- 54 funds opened new A.O. Smith positions in Q2 2018 and 47 closed out, a net change of +7 holders.
- The largest A.O. Smith buyer in Q2 2018 was Morgan Stanley, an estimated $185M added.
- The largest A.O. Smith seller in Q2 2018 was Fidelity Investments, an estimated $137M sold.
Based on aggregated 13F filings for Q2 2018.