A.O. Smith
587 hedge funds and large institutions have $7.61B invested in A.O. Smith in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 223 increasing their positions, 199 reducing their positions, and 67 closing their positions.
21% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 67
12% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 199
1% more funds holding
Funds holding: 580 → 587 (+7)
0% more ownership
Funds ownership: 90.8% → 90.8% (+0%)
22% less call options, than puts
Call options by funds: $8.29M | Put options by funds: $10.6M
26% less capital invested
Capital invested by funds: $10.4B → $7.61B (-$2.74B)
100% less funds holding in top 10
Funds holding in top 10: 6 → 0 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$45.8M |
| 2 |
Amundi
Paris,
France
|
+$45.5M |
| 3 |
Renaissance Technologies
New York
|
+$33.7M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$28.5M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
-$153M |
| 2 |
State Street
Boston,
Massachusetts
|
-$81M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$68.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$58M |
| 5 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$39.7M |
AOS Hedge Fund Activity: Q1 2022 in Review
587 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2022, worth a combined $7.61B — down 26% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new AOS positions and 67 closed out — a net gain of 14 holders — while 223 added to existing stakes and 199 trimmed.
The largest buyer was Millennium Management, adding an estimated $45.8M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $153M sold.
- 587 institutional investors held A.O. Smith (AOS) as of Q1 2022, up from 580 in Q4 2021.
- Funds reported $7.61B of A.O. Smith stock for Q1 2022, down 26% quarter-over-quarter.
- 81 funds opened new A.O. Smith positions in Q1 2022 and 67 closed out, a net change of +14 holders.
- The largest A.O. Smith buyer in Q1 2022 was Millennium Management, an estimated $45.8M added.
- The largest A.O. Smith seller in Q1 2022 was Fundsmith LLP, an estimated $153M sold.
Based on aggregated 13F filings for Q1 2022.