A.O. Smith
452 hedge funds and large institutions have $6.26B invested in A.O. Smith in 2019 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 163 increasing their positions, 172 reducing their positions, and 75 closing their positions.
4.31% more ownership
Funds ownership: 90.55% → 94.86% (+4.3%)
6% more call options, than puts
Call options by funds: $9.89M | Put options by funds: $9.3M
4% more capital invested
Capital invested by funds: $6.01B → $6.26B (+$246M)
5% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 172
6% less funds holding
Funds holding: 479 → 452 (-27)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
35% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$217M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$127M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$61.1M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$58M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$116M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$48.7M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$39.2M |
| 4 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$38.5M |
| 5 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
-$35.1M |
AOS Hedge Fund Activity: Q3 2019 in Review
452 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2019, worth a combined $6.26B — up 4.1% from $6.01B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of AOS and 49 opened new positions — a net loss of 26 holders — while 172 trimmed existing stakes and 163 added.
The largest buyer was Brown Brothers Harriman & Co, adding an estimated $217M. The largest seller was Viking Global Investors, exiting entirely with an estimated $116M sold.
- 452 institutional investors held A.O. Smith (AOS) as of Q3 2019, down from 479 in Q2 2019.
- Funds reported $6.26B of A.O. Smith stock for Q3 2019, up 4.1% quarter-over-quarter.
- 49 funds opened new A.O. Smith positions in Q3 2019 and 75 closed out, a net change of -26 holders.
- The largest A.O. Smith buyer in Q3 2019 was Brown Brothers Harriman & Co, an estimated $217M added.
- The largest A.O. Smith seller in Q3 2019 was Viking Global Investors, an estimated $116M sold.
Based on aggregated 13F filings for Q3 2019.