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A.O. Smith

529 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, 185 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: $8.34B → $7.1B (-$1.24B)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
529
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
301
$736K
302
$709K
303
$704K
304
$685K
305
$683K
306
$683K
307
$674K
308
$673K
309
$647K
310
$637K
311
$616K
312
$615K
313
$611K
314
$600K
315
$586K
316
$577K
317
$577K
318
$563K
319
$558K
320
$551K
321
$545K
322
$534K
323
$526K
324
$525K
325
$513K