A.O. Smith
435 hedge funds and large institutions have $4.96B invested in A.O. Smith in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 162 reducing their positions, and 89 closing their positions.
4% more call options, than puts
Call options by funds: $6.67M | Put options by funds: $6.43M
1% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 162
0.37% more ownership
Funds ownership: 96.07% → 96.44% (+0.37%)
6% less funds holding
Funds holding: 465 → 435 (-30)
21% less capital invested
Capital invested by funds: $6.27B → $4.96B (-$1.31B)
29% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 89
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$177M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
+$89.2M |
| 3 |
Morgan Stanley
New York
|
+$84M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$57.3M |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$36.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$147M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$120M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$119M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$75.5M |
| 5 |
Millennium Management
New York
|
-$53.4M |
AOS Hedge Fund Activity: Q1 2020 in Review
435 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2020, worth a combined $4.96B — down 21% from $6.27B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of AOS and 63 opened new positions — a net loss of 26 holders — while 162 trimmed existing stakes and 164 added.
The largest buyer was Generation Investment Management, opening a new position worth an estimated $177M. The largest seller was Impax Asset Management Group, cutting an estimated $147M.
- 435 institutional investors held A.O. Smith (AOS) as of Q1 2020, down from 465 in Q4 2019.
- Funds reported $4.96B of A.O. Smith stock for Q1 2020, down 21% quarter-over-quarter.
- 63 funds opened new A.O. Smith positions in Q1 2020 and 89 closed out, a net change of -26 holders.
- The largest A.O. Smith buyer in Q1 2020 was Generation Investment Management, an estimated $177M added.
- The largest A.O. Smith seller in Q1 2020 was Impax Asset Management Group, an estimated $147M sold.
Based on aggregated 13F filings for Q1 2020.