AOS icon

A.O. Smith
AOS

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 %
BFM
376
Boothbay Fund Management
New York
$318K +$120K +1,967 +61%
Truist Financial
377
Truist Financial
North Carolina
$317K -$25.4K -417 -7%
M&T Bank
378
M&T Bank
New York
$313K -$11.4K -187 -4%
BCM
379
Buckhead Capital Management
Georgia
$309K – – –
QC
380
Quadrature Capital
United Kingdom
$307K +$102K +1,666 +49%
CS
381
Cannell & Spears
New York
$306K – – –
CB
382
Commerce Bank
Missouri
$304K -$30.7K -502 -9%
AC
383
Avestar Capital
New York
$302K +$16.4K +268 +6%
RFC
384
Regions Financial Corp
Alabama
$295K +$30.5K +500 +12%
LIM
385
Loudon Investment Management
New Hampshire
$294K -$1.22K -20 -0.4%
SSW
386
Smith Shellnut Wilson
Mississippi
$291K +$3.85K +63 +1%
WAM
387
World Asset Management
Michigan
$290K -$14.2K -232 -5%
Creative Planning
388
Creative Planning
Kansas
$283K -$8.91K -146 -3%
BP
389
BBR Partners
New York
$283K +$283K +4,633 New
JWCA
390
J.W. Coons Advisors
Ohio
$281K – – –
AIC
391
Ameritas Investment Company
Nebraska
$275K +$46.3K +757 +20%
VF
392
Virtu Financial
New York
$274K +$274K +4,484 New
AP
393
Advisor Partners
California
$273K -$17.1K -280 -6%
MS
394
Maven Securities
Jersey
$272K +$272K +4,451 New
FP
395
Foundry Partners
Minnesota
$269K -$295K -4,818 -52%
OPS
396
Orion Portfolio Solutions
Nebraska
$267K +$267K +4,374 New
DCM
397
Donaldson Capital Management
Indiana
$266K -$116K -1,898 -30%
IF
398
Insight Folios
North Carolina
$264K +$28.2K +462 +12%
PAS
399
Park Avenue Securities
New York
$256K -$28.6K -469 -10%
HWAM
400
Hennion & Walsh Asset Management
New Jersey
$256K – – –
14 15
16
17 18