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A.O. Smith

539 hedge funds and large institutions have $8.33B invested in A.O. Smith in 2021 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 190 increasing their positions, 204 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: 204

1.49% less ownership

Funds ownership: 90.57%89.08% (-1.5%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
539
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
201
$2.45M
202
$2.41M
203
$2.38M
204
$2.34M
205
$2.31M
206
$2.25M
207
$2.24M
208
$2.19M
209
$2.19M
210
$2.17M
211
$2.15M
212
$2.14M
213
$2.1M
214
$2.1M
215
$2.09M
216
$2.05M
217
$2.05M
218
$2.03M
219
$2.02M
220
$1.99M
221
$1.99M
222
$1.98M
223
$1.95M
224
$1.94M
225
$1.91M