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A.O. Smith

539 hedge funds and large institutions have $8.33B invested in A.O. Smith in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 204 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

7% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 204

1.49% less ownership

Funds ownership: 90.57%89.08% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
539
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.9M
Puts
$6.37M
Net Calls
Net Calls Change

Top Buyers

1 +$182M
2 +$48.5M
3 +$43.7M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$37.9M
5
Morgan Stanley
Morgan Stanley
New York
+$26.3M

Top Sellers

1 -$86.1M
2 -$69.6M
3 -$61.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$46M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$656K
302
$652K
303
$642K
304
$641K
305
$640K
306
$636K
307
$631K
308
$628K
309
$627K
310
$624K
311
$622K
312
$619K
313
$612K
314
$611K
315
$609K
316
$605K
317
$594K
318
$586K
319
$578K
320
$573K
321
$571K
322
$565K
323
$564K
324
$563K
325
$553K