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A.O. Smith

540 hedge funds and large institutions have $8.34B invested in A.O. Smith in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 205 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: 205

1.5% less ownership

Funds ownership: 90.63%89.13% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
540
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
351
$400K
352
$396K
353
$395K
354
$394K
355
$382K
356
$382K
357
$373K
358
$364K
359
$361K
360
$359K
361
$357K
362
$355K
363
$348K
364
$345K
365
$343K
366
$343K
367
$339K
368
$337K
369
$336K
370
$333K
371
$332K
372
$330K
373
$327K
374
$324K
375
$321K