A.O. Smith
532 hedge funds and large institutions have $7.44B invested in A.O. Smith in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 185 reducing their positions, and 70 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 185
2.25% more ownership
Funds ownership: 89.08% → 91.34% (+2.3%)
4% less call options, than puts
Call options by funds: $8.39M | Put options by funds: $8.71M
6% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 70
2% less funds holding
Funds holding: 542 → 532 (-10)
14% less capital invested
Capital invested by funds: $8.63B → $7.44B (-$1.19B)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
+$77.9M |
| 2 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$77.3M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$76.5M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$38.7M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$82.4M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$53.6M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$41.5M |
| 4 |
SCM
Sandler Capital Management
New York
|
-$36.3M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$31.5M |
AOS Hedge Fund Activity: Q3 2021 in Review
532 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in A.O. Smith (AOS) for Q3 2021, worth a combined $7.44B — down 14% from $8.63B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of AOS and 66 opened new positions — a net loss of 4 holders — while 185 trimmed existing stakes and 205 added.
The largest buyer was Impax Asset Management Group, adding an estimated $77.9M. The largest seller was BlackRock, cutting an estimated $82.4M.
- 532 institutional investors held A.O. Smith (AOS) as of Q3 2021, down from 542 in Q2 2021.
- Funds reported $7.44B of A.O. Smith stock for Q3 2021, down 14% quarter-over-quarter.
- 66 funds opened new A.O. Smith positions in Q3 2021 and 70 closed out, a net change of -4 holders.
- The largest A.O. Smith buyer in Q3 2021 was Impax Asset Management Group, an estimated $77.9M added.
- The largest A.O. Smith seller in Q3 2021 was BlackRock, an estimated $82.4M sold.
Based on aggregated 13F filings for Q3 2021.