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A.O. Smith
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Overview Fund Activity

527 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
Holders
527
Holders Change
-11
Holders Change %
-2.04%
% of All Funds
9.26%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
65
Increased
204
Reduced
184
Closed
70
Calls
$7.78M
Puts
$8.71M
Net Calls
-$927K
Net Calls Change
-$6.44M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$68.1M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$66.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$33.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$32.7M
5
Goldman Sachs
Goldman Sachs
New York
+$29.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$72.1M
2
RP
Riverbridge Partners
Minnesota
-$53.6M
3
SCM
Sandler Capital Management
New York
-$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 		Shares
Change %
VAS
301
Vestmark Advisory Solutions
Massachusetts
$709K +$153K +2,507 +28%
MCM
302
Manchester Capital Management
Vermont
$704K -$509K -8,332 -42%
NB
303
Norinchukin Bank
Japan
$685K +$5.62K +92 +0.8%
HAG
304
HighPoint Advisor Group
Illinois
$683K -$102K -1,672 -13%
IG
305
ING Group
Netherlands
$683K +$8.49K +139 +1%
KWM
306
Kingsview Wealth Management
Oregon
$674K +$674K +11,041 New
SAM
307
Securian Asset Management
Minnesota
$673K -$12.2K -200 -2%
Bank Julius Baer & Co
308
Bank Julius Baer & Co
Switzerland
$647K -$19.1K -312 -3%
MSRPS
309
Maryland State Retirement & Pension System
Maryland
$637K – – –
MYIA
310
Mount Yale Investment Advisors
Colorado
$616K -$41.1K -674 -6%
EMG
311
ETF Managers Group
New Jersey
$615K +$50.3K +791 +9%
XT
312
XTX Topco
Cayman Islands
$611K +$328K +5,374 +116%
Caisse de Depot et Placement du Quebec (CDPQ)
313
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$600K +$211K +3,453 +54%
AIP
314
Ameritas Investment Partners
Nebraska
$586K +$117K +1,926 +25%
TRSOTSOK
315
Teachers Retirement System of the State of Kentucky
Kentucky
$577K – – –
JPMPWA
316
J.P. Morgan Private Wealth Advisors
California
$577K +$33.7K +553 +6%
GCMG
317
Gyroscope Capital Management Group
Florida
$563K -$17.3K -283 -3%
FRM
318
Fox Run Management
Connecticut
$558K +$558K +9,129 New
Pacer Advisors
319
Pacer Advisors
Pennsylvania
$551K +$21.8K +357 +4%
SCM
320
Stevens Capital Management
Pennsylvania
$545K +$545K +8,916 New
NMERB
321
New Mexico Educational Retirement Board
New Mexico
$534K -$18.3K -300 -3%
SFSG
322
Sound Financial Strategies Group
Mississippi
$526K +$1.22K +20 +0.2%
PCM
323
Prelude Capital Management
New York
$525K +$125K +2,041 +31%
SMDAM
324
Sumitomo Mitsui DS Asset Management
Japan
$513K -$6.1K -100 -1%
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$507K -$6.11K -100 -1%
11 12
13
14 15