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A.O. Smith

528 hedge funds and large institutions have $7.1B invested in A.O. Smith in 2021 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 204 increasing their positions, 184 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

11% less call options, than puts

Call options by funds: $7.78M | Put options by funds: $8.71M

15% less capital invested

Capital invested by funds: $8.33B → $7.1B (-$1.24B)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
528
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.78M
Puts
$8.71M
Net Calls
Net Calls Change

Top Buyers

1 +$68.1M
2 +$66.9M
3 +$33.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$32.7M
5
Goldman Sachs
Goldman Sachs
New York
+$29.6M

Top Sellers

1 -$72.1M
2 -$53.6M
3 -$36.3M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$27.5M
5
KBC Group
KBC Group
Belgium
-$26.7M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$1.04M
277
$1.03M
278
$1.02M
279
$978K
280
$966K
281
$956K
282
$949K
283
$945K
284
$934K
285
$912K
286
$910K
287
$910K
288
$884K
289
$880K
290
$879K
291
$852K
292
$850K
293
$843K
294
$828K
295
$815K
296
$814K
297
$797K
298
$795K
299
$737K
300
$736K