AOS icon

A.O. Smith

539 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

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: 204

1.49% less ownership

Funds ownership: 90.57%89.08% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
539
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
$319K
377
$313K
378
$311K
379
$305K
380
$304K
381
$302K
382
$301K
383
$300K
384
$295K
385
$292K
386
$291K
387
$291K
388
$288K
389
$286K
390
$286K
391
$282K
392
$278K
393
$274K
394
$274K
395
$273K
396
$272K
397
$268K
398
$267K
399
$264K
400
$261K