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A.O. Smith

529 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, 185 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

11% less call options, than puts

Call options by funds: $7.78M | Put options by funds: $8.71M

15% less capital invested

Capital invested by funds: $8.34B → $7.1B (-$1.24B)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
529
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.78M
Puts
$8.71M
Net Calls
Net Calls Change

Top Buyers

1 +$68.1M
2 +$66.9M
3 +$33.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$32.7M
5
Goldman Sachs
Goldman Sachs
New York
+$29.6M

Top Sellers

1 -$72.1M
2 -$53.6M
3 -$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
Change in
Stake
401
$256K
402
$254K
403
$252K
404
$249K
405
$247K
406
$247K
407
$247K
408
$244K
409
$244K
410
$243K
411
$242K
412
$236K
413
$227K
414
$227K
415
$224K
416
$223K
417
$222K
418
$220K
419
$220K
420
$218K
421
$217K
422
$208K
423
$207K
424
$206K
425
$206K