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A.O. Smith

527 hedge funds and large institutions have $8.01B invested in A.O. Smith in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 206 increasing their positions, 179 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $6.77M

25% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $6.79B → $8.01B (+$1.23B)

15% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 179

2% more funds holding

Funds holding: 516527 (+11)

1.57% more ownership

Funds ownership: 89.4%90.96% (+1.6%)

Holders
527
Holders Change
+11
Holders Change %
+2.13%
% of All Funds
9.25%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.07%
New
76
Increased
206
Reduced
179
Closed
61
Calls
$11.8M
Puts
$6.77M
Net Calls
+$5.07M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.03B +$5.02M +82,477 +0.5%
BlackRock
2
BlackRock
New York
$744M -$18.9M -310,669 -3%
State Street
3
State Street
Massachusetts
$597M +$22.1M +362,909 +4%
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$357M +$122M +2,012,108 +61%
Invesco
5
Invesco
Georgia
$269M +$11M +181,274 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$174M -$241K -3,970 -0.2%
WRF
7
Waddell & Reed Financial
Kansas
$172M +$48.8K +803 +0%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$168M -$36.7M -602,736 -20%
Bessemer Group
9
Bessemer Group
New Jersey
$135M -$28.6M -470,941 -19%
ProShare Advisors
10
ProShare Advisors
Maryland
$132M +$5.06M +83,171 +4%
Charles Schwab
11
Charles Schwab
California
$128M -$1.96M -32,238 -2%
Fundsmith LLP
12
Fundsmith LLP
United Kingdom
$119M +$16.4M +269,119 +18%
First Trust Advisors
13
First Trust Advisors
Illinois
$110M +$68.2M +1,122,377 +222%
Bank of America
14
Bank of America
North Carolina
$109M +$11.7M +191,819 +14%
Northern Trust
15
Northern Trust
Illinois
$103M -$1.15M -18,945 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$100M +$2.33M +38,317 +3%
ACA
17
Anchor Capital Advisors
Massachusetts
$88.6M +$3.71M +61,083 +5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$88.3M +$12.6M +206,708 +19%
Wells Fargo
19
Wells Fargo
California
$86.7M +$4.42M +72,648 +6%
Victory Capital Management
20
Victory Capital Management
Texas
$86.7M -$1.07M -17,542 -1%
Norges Bank
21
Norges Bank
Norway
$86.1M -$15.6M -257,098 -17%
Ensign Peak Advisors
22
Ensign Peak Advisors
Utah
$79.5M -$2.33M -38,369 -3%
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$76.6M -$337K -5,543 -0.5%
Impax Asset Management Group
24
Impax Asset Management Group
United Kingdom
$76M +$68.4M +1,124,700 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$75.2M +$1.24M +20,354 +2%

AOS Hedge Fund Activity: Q1 2021 in Review

527 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q1 2021, worth a combined $8.01B — up 18% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new AOS positions and 61 closed out — a net gain of 15 holders — while 206 added to existing stakes and 179 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $122M. The largest seller was Nuveen, cutting an estimated $77.1M.

  • 527 institutional investors held A.O. Smith (AOS) as of Q1 2021, up from 516 in Q4 2020.
  • Funds reported $8.01B of A.O. Smith stock for Q1 2021, up 18% quarter-over-quarter.
  • 76 funds opened new A.O. Smith positions in Q1 2021 and 61 closed out, a net change of +15 holders.
  • The largest A.O. Smith buyer in Q1 2021 was Pictet Asset Management (UK), an estimated $122M added.
  • The largest A.O. Smith seller in Q1 2021 was Nuveen, an estimated $77.1M sold.

Based on aggregated 13F filings for Q1 2021.