A.O. Smith
585 hedge funds and large institutions have $8.21B invested in A.O. Smith in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 174 increasing their positions, 236 reducing their positions, and 37 closing their positions.
114% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 37
93% more call options, than puts
Call options by funds: $24.2M | Put options by funds: $12.5M
7% more funds holding
Funds holding: 545 → 585 (+40)
4% more capital invested
Capital invested by funds: $7.9B → $8.21B (+$313M)
0.63% more ownership
Funds ownership: 90.08% → 90.72% (+0.63%)
26% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 236
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$54.3M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$36.1M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$27.8M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$26.5M |
| 5 |
Two Sigma Advisers
New York
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$75.8M |
| 2 |
BlackRock
New York
|
-$52.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$47M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$34.7M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$23.3M |
AOS Hedge Fund Activity: Q2 2023 in Review
585 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2023, worth a combined $8.21B — up 4% from $7.9B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new AOS positions and 37 closed out — a net gain of 42 holders — while 174 added to existing stakes and 236 trimmed.
The largest buyer was Millennium Management, adding an estimated $54.3M. The largest seller was State Street, cutting an estimated $75.8M.
- 585 institutional investors held A.O. Smith (AOS) as of Q2 2023, up from 545 in Q1 2023.
- Funds reported $8.21B of A.O. Smith stock for Q2 2023, up 4% quarter-over-quarter.
- 79 funds opened new A.O. Smith positions in Q2 2023 and 37 closed out, a net change of +42 holders.
- The largest A.O. Smith buyer in Q2 2023 was Millennium Management, an estimated $54.3M added.
- The largest A.O. Smith seller in Q2 2023 was State Street, an estimated $75.8M sold.
Based on aggregated 13F filings for Q2 2023.