A.O. Smith
520 hedge funds and large institutions have $6.83B invested in A.O. Smith in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 206 increasing their positions, 152 reducing their positions, and 67 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
45% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 67
36% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 152
23% more capital invested
Capital invested by funds: $5.57B → $6.83B (+$1.27B)
5% more funds holding
Funds holding: 494 → 520 (+26)
0.23% less ownership
Funds ownership: 90.62% → 90.39% (-0.23%)
56% less call options, than puts
Call options by funds: $7.98M | Put options by funds: $18.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$72.4M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$64.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$43.8M |
| 4 |
DWA
Douglass Winthrop Advisors
New York
|
+$37.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$250M |
| 2 |
Morgan Stanley
New York
|
-$76.6M |
| 3 |
Two Sigma Investments
New York
|
-$46.9M |
| 4 |
Millennium Management
New York
|
-$43M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$40.6M |
AOS Hedge Fund Activity: Q1 2019 in Review
520 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2019, worth a combined $6.83B — up 23% from $5.57B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new AOS positions and 67 closed out — a net gain of 30 holders — while 206 added to existing stakes and 152 trimmed.
The largest buyer was Eaton Vance Management, adding an estimated $72.4M. The largest seller was Janus Henderson Group, cutting an estimated $250M.
- 520 institutional investors held A.O. Smith (AOS) as of Q1 2019, up from 494 in Q4 2018.
- Funds reported $6.83B of A.O. Smith stock for Q1 2019, up 23% quarter-over-quarter.
- 97 funds opened new A.O. Smith positions in Q1 2019 and 67 closed out, a net change of +30 holders.
- The largest A.O. Smith buyer in Q1 2019 was Eaton Vance Management, an estimated $72.4M added.
- The largest A.O. Smith seller in Q1 2019 was Janus Henderson Group, an estimated $250M sold.
Based on aggregated 13F filings for Q1 2019.