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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
$169M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$107M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$34M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$32.7M
5
Goldman Sachs
Goldman Sachs
New York
$70.4M

Top Sellers

1
BlackRock
BlackRock
New York
$598M
2
RP
Riverbridge Partners
Minnesota
$0
3
SCM
Sandler Capital Management
New York
$0
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$112M
5
KBC Group
KBC Group
Belgium
$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
401
Raymond James Trust
Florida
$254K -$4.1K -67 -2%
KeyBank National Association
402
KeyBank National Association
Ohio
$252K +$252K +4,130 New
BCV
403
Banque Cantonale Vaudoise
Switzerland
$249K – – –
RC
404
RegentAtlantic Capital
New Jersey
$247K -$24.7K -404 -9%
WSTAM
405
Wilbanks Smith & Thomas Asset Management
Virginia
$247K -$7.39K -121 -3%
CI
406
Cigna Investments
Connecticut
$247K – – –
SWM
407
Spire Wealth Management
Virginia
$244K -$3.48K -57 -1%
JIC
408
Joel Isaacson & Co
New York
$244K – – –
HI
409
Hudock Inc
Pennsylvania
$243K +$671 +11 +0.3%
ST
410
Somerset Trust
Pennsylvania
$242K -$4.64K -76 -2%
DT
411
Diversified Trust
Tennessee
$236K +$236K +3,862 New
IRF
412
IBM Retirement Fund
New York
$227K – – –
FFA
413
Founders Financial Alliance
North Carolina
$227K +$4.59K +75 +2%
PP
414
Patron Partners
Texas
$224K +$17K +279 +8%
KRSITF
415
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$223K +$9.4K +154 +4%
HI
416
Horizon Investments
North Carolina
$222K -$41K -674 -16%
FC
417
FORA Capital
Florida
$220K +$220K +3,599 New
NIM
418
NuWave Investment Management
New Jersey
$220K +$220K +3,602 New
PGCM
419
Prescott Group Capital Management
Oklahoma
$218K +$218K +3,567 New
MC
420
Moors & Cabot
Massachusetts
$217K -$2.49K -41 -1%
LWP
421
Lumature Wealth Partners
Georgia
$208K +$41.7K +682 +25%
JCIA
422
Jackson Creek Investment Advisors
Colorado
$207K -$8.13K -133 -4%
FB
423
Fulton Bank
Pennsylvania
$206K +$29.3K +479 +17%
BBHC
424
Brown Brothers Harriman & Co
New York
$206K -$36.3K -594,185 -15%
GIM
425
Groesbeck Investment Management
New Jersey
$200K – – –
15 16
17
18 19