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A.O. Smith

528 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

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: $8.33B → $7.1B (-$1.24B)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
528
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
201
$2.28M
202
$2.2M
203
$2.18M
204
$2.18M
205
$2.02M
206
$2M
207
$1.96M
208
$1.92M
209
$1.87M
210
$1.87M
211
$1.84M
212
$1.84M
213
$1.83M
214
$1.82M
215
$1.82M
216
$1.79M
217
$1.79M
218
$1.78M
219
$1.76M
220
$1.75M
221
$1.74M
222
$1.74M
223
$1.73M
224
$1.7M
225
$1.7M