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A.O. Smith

481 hedge funds and large institutions have $6.54B invested in A.O. Smith in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 160 increasing their positions, 176 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $16.4M | Put options by funds: $6.25M

16% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 64

8% more capital invested

Capital invested by funds: $6.07B → $6.54B (+$474M)

1% more funds holding

Funds holding: 475481 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 176

4.02% less ownership

Funds ownership: 95.54%91.52% (-4%)

Holders
481
Holders Change
+6
Holders Change %
+1.26%
% of All Funds
9.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
74
Increased
160
Reduced
176
Closed
64
Calls
$16.4M
Puts
$6.25M
Net Calls
+$10.1M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$794M -$18.6M -372,143 -2%
BlackRock
2
BlackRock
New York
$584M -$44.5M -890,364 -7%
State Street
3
State Street
Massachusetts
$449M -$26.6M -533,092 -6%
BBHC
4
Brown Brothers Harriman & Co
New York
$332M -$20.2M -404,105 -6%
Invesco
5
Invesco
Georgia
$203M -$2.89M -57,820 -1%
GIM
6
Generation Investment Management
United Kingdom
$166M -$53.3M -1,067,213 -25%
PAMU
7
Pictet Asset Management (UK)
United Kingdom
$165M -$4.03M -80,724 -3%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$155M -$20.6M -412,678 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$137M +$11.8M +237,041 +10%
WRF
10
Waddell & Reed Financial
Kansas
$130M +$2.93M +58,756 +2%
Bessemer Group
11
Bessemer Group
New Jersey
$129M -$888K -17,776 -0.7%
VH
12
ValueAct Holdings
California
$110M
Charles Schwab
13
Charles Schwab
California
$104M -$3.79M -75,851 -4%
ProShare Advisors
14
ProShare Advisors
Maryland
$96.7M -$8.45M -169,221 -8%
Bank of America
15
Bank of America
North Carolina
$90.3M +$39.6M +793,054 +87%
Northern Trust
16
Northern Trust
Illinois
$81.6M -$490K -9,823 -0.6%
Fundsmith LLP
17
Fundsmith LLP
United Kingdom
$78.5M
Norges Bank
18
Norges Bank
Norway
$77.7M -$1.56M -31,200 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$72M -$8M -160,296 -11%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$69.3M -$9.78M -195,917 -13%
EVM
21
Eaton Vance Management
Massachusetts
$67.5M -$24.3M -486,219 -28%
Victory Capital Management
22
Victory Capital Management
Texas
$67.1M -$1.65M -33,061 -3%
FMI
23
Fiduciary Management Inc
Wisconsin
$65.9M -$3.95M -79,185 -6%
ACA
24
Anchor Capital Advisors
Massachusetts
$64.1M -$1.88M -37,731 -3%
KBC Group
25
KBC Group
Belgium
$60.7M +$713K +14,278 +1%

AOS Hedge Fund Activity: Q3 2020 in Review

481 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2020, worth a combined $6.54B — up 7.8% from $6.07B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new AOS positions and 64 closed out — a net gain of 10 holders — while 160 added to existing stakes and 176 trimmed.

The largest buyer was Bank of America, adding an estimated $39.6M. The largest seller was Generation Investment Management, cutting an estimated $53.3M.

  • 481 institutional investors held A.O. Smith (AOS) as of Q3 2020, up from 475 in Q2 2020.
  • Funds reported $6.54B of A.O. Smith stock for Q3 2020, up 7.8% quarter-over-quarter.
  • 74 funds opened new A.O. Smith positions in Q3 2020 and 64 closed out, a net change of +10 holders.
  • The largest A.O. Smith buyer in Q3 2020 was Bank of America, an estimated $39.6M added.
  • The largest A.O. Smith seller in Q3 2020 was Generation Investment Management, an estimated $53.3M sold.

Based on aggregated 13F filings for Q3 2020.