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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 %
MAFM
351
Mid Atlantic Financial Management
Pennsylvania
$414K – – –
EF
352
Empowered Funds
Pennsylvania
$414K +$175K +2,867 +73%
X
353
Xponance
Pennsylvania
$409K -$40K -656 -9%
FA
354
FDx Advisors
Illinois
$390K -$816K -13,359 -68%
QT
355
Quantbot Technologies
New York
$382K +$382K +6,266 New
CI Investments Inc
356
CI Investments Inc
Ontario, Canada
$380K +$7.7K +126 +2%
Assenagon Asset Management
357
Assenagon Asset Management
Luxembourg
$379K -$2.75M -45,095 -88%
BMSSC
358
B. Metzler seel. Sohn & Co
Germany
$379K +$379K +6,209 New
Twin Tree Management
359
Twin Tree Management
Texas
$376K +$376K +6,159 New
PFO
360
Pathstone Family Office
New Jersey
$374K +$83.2K +1,363 +29%
JF
361
Jump Financial
Illinois
$372K +$372K +6,080 New
NMIMC
362
Northwestern Mutual Investment Management Company
Wisconsin
$369K -$3.48K -57 -0.9%
VPIM
363
Vanguard Personalized Indexing Management
California
$366K -$61 -1 -0%
WTB
364
Washington Trust Bank
Washington
$360K +$360K +5,909 New
ED
365
Exane Derivatives
France
$357K +$51.3K +840 +17%
KFA
366
Krane Funds Advisors
New York
$355K -$121K -1,991 -25%
HSA
367
HBK Sorce Advisory
Pennsylvania
$352K +$17.6K +288 +5%
NICM
368
Neo Ivy Capital Management
New York
$352K +$352K +7,463 New
MML Investors Services
369
MML Investors Services
Massachusetts
$350K -$177K -2,904 -34%
JGUA
370
John G. Ullman & Associates
New York
$342K -$18.3K -300 -5%
CIBC World Market
371
CIBC World Market
Ontario, Canada
$341K +$117K +1,916 +52%
SC
372
Savant Capital
Illinois
$339K – – –
UBG
373
United Bank (Georgia)
Georgia
$336K – – –
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$336K +$58.9K +964 +21%
MAM
375
Meeder Asset Management
Ohio
$333K -$186K -3,036 -36%
13 14
15
16 17