A.O. Smith
542 hedge funds and large institutions have $8.63B 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 43 closing their positions.
87% more call options, than puts
Call options by funds: $11.9M | Put options by funds: $6.37M
49% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 43
3% more funds holding
Funds holding: 527 → 542 (+15)
4% more capital invested
Capital invested by funds: $8.29B → $8.63B (+$340M)
7% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 205
1.53% less ownership
Funds ownership: 90.61% → 89.08% (-1.5%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$175M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$46.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$41.9M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$36.3M |
| 5 |
Morgan Stanley
New York
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$82.5M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$66.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$58.9M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$44M |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$29.1M |
AOS Hedge Fund Activity: Q2 2021 in Review
542 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q2 2021, worth a combined $8.63B — up 4.1% from $8.29B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new AOS positions and 43 closed out — a net gain of 21 holders — while 190 added to existing stakes and 205 trimmed.
The largest buyer was Macquarie Group, adding an estimated $175M. The largest seller was Invesco, cutting an estimated $82.5M.
- 542 institutional investors held A.O. Smith (AOS) as of Q2 2021, up from 527 in Q1 2021.
- Funds reported $8.63B of A.O. Smith stock for Q2 2021, up 4.1% quarter-over-quarter.
- 64 funds opened new A.O. Smith positions in Q2 2021 and 43 closed out, a net change of +21 holders.
- The largest A.O. Smith buyer in Q2 2021 was Macquarie Group, an estimated $175M added.
- The largest A.O. Smith seller in Q2 2021 was Invesco, an estimated $82.5M sold.
Based on aggregated 13F filings for Q2 2021.