A.O. Smith
532 hedge funds and large institutions have $6.55B invested in A.O. Smith in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 185 increasing their positions, 198 reducing their positions, and 66 closing their positions.
150% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $4.86M
13% more capital invested
Capital invested by funds: $5.79B → $6.55B (+$758M)
5% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 66
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 198
1% less funds holding
Funds holding: 540 → 532 (-8)
2.56% less ownership
Funds ownership: 92.8% → 90.24% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
+$63.9M |
| 2 |
JCM
Junto Capital Management
New York
|
+$44M |
| 3 |
State Street
Boston,
Massachusetts
|
+$31.5M |
| 4 |
ProShare Advisors
Bethesda,
Maryland
|
+$28.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$104M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$68.9M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
-$47.2M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$23.6M |
| 5 |
D.E. Shaw & Co
New York
|
-$19.5M |
AOS Hedge Fund Activity: Q4 2022 in Review
532 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q4 2022, worth a combined $6.55B — up 13% from $5.79B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new AOS positions and 66 closed out — a net gain of 3 holders — while 185 added to existing stakes and 198 trimmed.
The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $63.9M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $104M.
- 532 institutional investors held A.O. Smith (AOS) as of Q4 2022, down from 540 in Q3 2022.
- Funds reported $6.55B of A.O. Smith stock for Q4 2022, up 13% quarter-over-quarter.
- 69 funds opened new A.O. Smith positions in Q4 2022 and 66 closed out, a net change of +3 holders.
- The largest A.O. Smith buyer in Q4 2022 was TimesSquare Capital Management, an estimated $63.9M added.
- The largest A.O. Smith seller in Q4 2022 was Pictet Asset Management (Switzerland), an estimated $104M sold.
Based on aggregated 13F filings for Q4 2022.