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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
376
$320K
377
$319K
378
$313K
379
$311K
380
$305K
381
$304K
382
$302K
383
$301K
384
$300K
385
$295K
386
$292K
387
$291K
388
$291K
389
$288K
390
$286K
391
$286K
392
$282K
393
$278K
394
$274K
395
$274K
396
$273K
397
$272K
398
$268K
399
$267K
400
$264K