A.O. Smith
580 hedge funds and large institutions have $10.4B invested in A.O. Smith in 2021 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 178 increasing their positions, 210 reducing their positions, and 56 closing their positions.
500% more funds holding in top 10
Funds holding in top 10: 1 → 6 (+5)
100% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 56
39% more capital invested
Capital invested by funds: $7.44B → $10.4B (+$2.91B)
9% more funds holding
Funds holding: 532 → 580 (+48)
0.54% less ownership
Funds ownership: 91.34% → 90.8% (-0.54%)
15% less repeat investments, than reductions
Existing positions increased: 178 | Existing positions reduced: 210
36% less call options, than puts
Call options by funds: $7.69M | Put options by funds: $12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$97.4M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
+$79.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$71.4M |
| 4 |
State Street
Boston,
Massachusetts
|
+$57.5M |
| 5 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$110M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$40M |
| 3 |
Nomura Asset Management
Tokyo,
Japan
|
-$36.2M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$34.6M |
| 5 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$32.5M |
AOS Hedge Fund Activity: Q4 2021 in Review
580 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2021, worth a combined $10.4B — up 39% from $7.44B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new AOS positions and 56 closed out — a net gain of 56 holders — while 178 added to existing stakes and 210 trimmed.
The largest buyer was Ameriprise, adding an estimated $97.4M. The largest seller was Bank of Montreal, cutting an estimated $110M.
- 580 institutional investors held A.O. Smith (AOS) as of Q4 2021, up from 532 in Q3 2021.
- Funds reported $10.4B of A.O. Smith stock for Q4 2021, up 39% quarter-over-quarter.
- 112 funds opened new A.O. Smith positions in Q4 2021 and 56 closed out, a net change of +56 holders.
- The largest A.O. Smith buyer in Q4 2021 was Ameriprise, an estimated $97.4M added.
- The largest A.O. Smith seller in Q4 2021 was Bank of Montreal, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2021.