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A.O. Smith

540 hedge funds and large institutions have $8.34B invested in A.O. Smith in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 205 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: 205

1.5% less ownership

Funds ownership: 90.63%89.13% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
540
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
176
$3.42M
177
$3.38M
178
$3.28M
179
$3.23M
180
$3.17M
181
$3.17M
182
$3.08M
183
$3.04M
184
$2.97M
185
$2.97M
186
$2.95M
187
$2.91M
188
$2.87M
189
$2.84M
190
$2.84M
191
$2.77M
192
$2.75M
193
$2.68M
194
$2.67M
195
$2.66M
196
$2.6M
197
$2.59M
198
$2.59M
199
$2.57M
200
$2.56M