A.O. Smith
545 hedge funds and large institutions have $6.36B invested in A.O. Smith in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 215 increasing their positions, 206 reducing their positions, and 87 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 206
0.53% more ownership
Funds ownership: 90.8% → 91.33% (+0.53%)
7% less funds holding
Funds holding: 587 → 545 (-42)
16% less call options, than puts
Call options by funds: $7.77M | Put options by funds: $9.19M
16% less capital invested
Capital invested by funds: $7.61B → $6.36B (-$1.25B)
39% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$46.9M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
+$39.4M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$35.4M |
| 4 |
Morgan Stanley
New York
|
+$30.4M |
| 5 |
BlackRock
New York
|
+$23.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$135M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$37.4M |
| 3 |
PI
PineBridge Investments
New York
|
-$20.8M |
| 4 |
Goldman Sachs
New York
|
-$14.2M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$13M |
AOS Hedge Fund Activity: Q2 2022 in Review
545 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2022, worth a combined $6.36B — down 16% from $7.61B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of AOS and 53 opened new positions — a net loss of 34 holders — while 206 trimmed existing stakes and 215 added.
The largest buyer was State Street, adding an estimated $46.9M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $135M.
- 545 institutional investors held A.O. Smith (AOS) as of Q2 2022, down from 587 in Q1 2022.
- Funds reported $6.36B of A.O. Smith stock for Q2 2022, down 16% quarter-over-quarter.
- 53 funds opened new A.O. Smith positions in Q2 2022 and 87 closed out, a net change of -34 holders.
- The largest A.O. Smith buyer in Q2 2022 was State Street, an estimated $46.9M added.
- The largest A.O. Smith seller in Q2 2022 was Robeco Institutional Asset Management, an estimated $135M sold.
Based on aggregated 13F filings for Q2 2022.