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A.O. Smith
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Overview Fund Activity

538 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
Holders
538
Holders Change
+14
Holders Change %
+2.67%
% of All Funds
9.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
190
Reduced
204
Closed
44
Calls
$11.9M
Puts
$6.37M
Net Calls
+$5.52M
Net Calls Change
+$451K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$185M
2
Citadel Advisors
Citadel Advisors
Florida
$49.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$43.7M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$119M
5
Morgan Stanley
Morgan Stanley
New York
$75.5M

Top Sellers

1
Invesco
Invesco
Georgia
$200M
2
Charles Schwab
Charles Schwab
California
$66.8M
3
UBS Group
UBS Group
Switzerland
$13.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$23.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$32.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBG
351
United Bank (Georgia)
Georgia
$396K – – –
HSA
352
HBK Sorce Advisory
Pennsylvania
$395K -$13.5K -187 -3%
CB
353
Commerce Bank
Missouri
$394K -$491K -6,823 -55%
M&T Bank
354
M&T Bank
New York
$382K -$16.6K -231 -4%
BCM
355
Bayesian Capital Management
New York
$382K +$382K +5,300 New
GHA
356
GW Henssler & Associates
Georgia
$373K +$146K +2,026 +64%
BCM
357
Buckhead Capital Management
Georgia
$364K +$34.2K +475 +10%
CS
358
Cannell & Spears
New York
$361K – – –
WAM
359
World Asset Management
Michigan
$359K -$13.3K -185 -4%
TRCT
360
Tower Research Capital (TRC)
New York
$357K -$1M -13,891 -74%
ED
361
Exane Derivatives
France
$355K -$256K -3,610 -42%
LIM
362
Loudon Investment Management
New Hampshire
$348K – – –
Creative Planning
363
Creative Planning
Kansas
$345K +$23.2K +322 +7%
AP
364
Advisor Partners
California
$343K +$7.07K +98 +2%
PFO
365
Pathstone Family Office
New Jersey
$343K +$343K +4,763 New
SSW
366
Smith Shellnut Wilson
Mississippi
$339K -$16.8K -233 -5%
AC
367
Avestar Capital
New York
$337K +$337K +4,672 New
PAS
368
Park Avenue Securities
New York
$336K -$188K -2,603 -36%
XT
369
XTX Topco
Cayman Islands
$333K -$188K -2,612 -36%
JWCA
370
J.W. Coons Advisors
Ohio
$332K – – –
CP
371
Castleview Partners
Texas
$330K +$330K +4,574 New
Fifth Third Bancorp
372
Fifth Third Bancorp
Ohio
$327K +$11.5K +160 +4%
AIC
373
Ameritas Investment Company
Nebraska
$324K +$3.47K +40 +1%
RC
374
RegentAtlantic Capital
New Jersey
$321K +$28.6K +396 +10%
GLA
375
Great Lakes Advisors
Illinois
$320K -$2.38K -33 -0.7%
13 14
15
16 17