AOS ranks #933 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
AOS is a top-conviction position for Talaria Asset Management Pty Ltd — at 16.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in AOS belongs to FMR LLC, but the position matters far more to Talaria Asset Management Pty Ltd, who has 16.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
CX Institutional has added to its AOS position for two straight quarters, increasing it by $1.5M to reach $5.5M today.
Sarasin & Partners LLP has trimmed its AOS position for two straight quarters, cutting it by $18.8M while still holding $60.4M.
AOS is down 0.4% today, but institutions show net buying of $1.1B this quarter — a divergence between today's price move and the underlying institutional flow.