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
$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 %
Parallax Volatility Advisers
451
Parallax Volatility Advisers
California
$58K +$58K +953 New
HA
452
Herold Advisors
New York
$56K +$56K +930 New
EBA
453
Eagle Bay Advisors
New York
$53K +$50.1K +834 +1,738%
CI
454
CX Institutional
Indiana
$48K -$14.7K -240 -23%
FHA
455
First Horizon Advisors
Tennessee
$45K +$6.08K +102 +16%
MRCM
456
M&R Capital Management
New Jersey
$39K +$3K +50 +8%
FF
457
FourThought Financial
Florida
$38K -$1.33K -22 -3%
PA
458
Parallel Advisors
California
$36K +$1.1K +18 +3%
RMC
459
Resources Management Corp
Connecticut
$34K – – –
S
460
SignatureFD
Georgia
$34K +$2.65K +43 +8%
AWA
461
Artemis Wealth Advisors
New York
$31.7K +$12K +197 +61%
GEA
462
Glen Eagle Advisors
New Jersey
$31K – – –
OSAM
463
O'Shaughnessy Asset Management
Connecticut
$29K +$10.6K +174 +58%
TPCW
464
TD Private Client Wealth
New York
$26.3K -$86.2K -1,412 -77%
GI
465
Gradient Investments
Minnesota
$26K – – –
EW
466
Evoke Wealth
California
$26K – – –
CFD
467
Creative Financial Designs
Indiana
$25K – – –
AF
468
Arrow Financial
New York
$24K – – –
WT
469
Whittier Trust
California
$23K -$6.13K -100 -21%
1IA
470
1834 Investment Advisors
Wisconsin
$22K – – –
BCA
471
Berman Capital Advisors
Georgia
$21K +$4.14K +69 +25%
SIM
472
Sonora Investment Management
Arizona
$17K +$726 +12 +4%
JWM
473
Janiczek Wealth Management
Colorado
$17K +$1.25K +20 +8%
WT
474
Washington Trust
Rhode Island
$17K +$17K +280 New
SPIA
475
Steward Partners Investment Advisory
New York
$16K -$37K -625 -70%
17 18
19
20 21