A.O. Smith
494 hedge funds and large institutions have $5.57B invested in A.O. Smith in 2018 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 174 increasing their positions, 185 reducing their positions, and 85 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 185
1.12% less ownership
Funds ownership: 91.74% → 90.62% (-1.1%)
3% less funds holding
Funds holding: 508 → 494 (-14)
14% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 85
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21% less capital invested
Capital invested by funds: $7.08B → $5.57B (-$1.51B)
57% less call options, than puts
Call options by funds: $7.37M | Put options by funds: $17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$77.5M |
| 2 |
Two Sigma Advisers
New York
|
+$76.6M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$66.6M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$65.6M |
| 5 |
State Street
Boston,
Massachusetts
|
+$60.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$198M |
| 2 |
Select Equity Group
New York
|
-$145M |
| 3 |
Morgan Stanley
New York
|
-$116M |
| 4 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$85.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$48.6M |
AOS Hedge Fund Activity: Q4 2018 in Review
494 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2018, worth a combined $5.57B — down 21% from $7.08B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of AOS and 73 opened new positions — a net loss of 12 holders — while 185 trimmed existing stakes and 174 added.
The largest buyer was Two Sigma Investments, adding an estimated $77.5M. The largest seller was Brown Advisory, cutting an estimated $198M.
- 494 institutional investors held A.O. Smith (AOS) as of Q4 2018, down from 508 in Q3 2018.
- Funds reported $5.57B of A.O. Smith stock for Q4 2018, down 21% quarter-over-quarter.
- 73 funds opened new A.O. Smith positions in Q4 2018 and 85 closed out, a net change of -12 holders.
- The largest A.O. Smith buyer in Q4 2018 was Two Sigma Investments, an estimated $77.5M added.
- The largest A.O. Smith seller in Q4 2018 was Brown Advisory, an estimated $198M sold.
Based on aggregated 13F filings for Q4 2018.