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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
326
$507K
327
$504K
328
$504K
329
$503K
330
$501K
331
$499K
332
$490K
333
$490K
334
$479K
335
$478K
336
$474K
337
$464K
338
$463K
339
$462K
340
$462K
341
$459K
342
$459K
343
$446K
344
$446K
345
$440K
346
$439K
347
$439K
348
$436K
349
$427K
350
$427K