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A.O. Smith

630 hedge funds and large institutions have $7.75B invested in A.O. Smith in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 231 increasing their positions, 231 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $35.4M

1.49% more ownership

Funds ownership: 103.23%104.72% (+1.5%)

2% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 231

1% less capital invested

Capital invested by funds: $7.82B → $7.75B (-$69.7M)

2% less funds holding

Funds holding: 643630 (-13)

Holders
630
Holders Change
-13
Holders Change %
-2.02%
% of All Funds
7.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
84
Increased
231
Reduced
231
Closed
82
Calls
$43.7M
Puts
$35.4M
Net Calls
+$8.26M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
226
Eukles Asset Management
Ohio
$1.66M -$295K -4,087 -14%
KPWS
227
Kestra Private Wealth Services
Texas
$1.65M +$98.7K +1,370 +6%
SFI
228
Siemens Fonds Invest
Germany
$1.63M -$163K -2,260 -8%
II
229
Inspire Investing
Idaho
$1.62M +$448K +6,223 +34%
FDS
230
Freedom Day Solutions
Texas
$1.61M -$50.4K -700 -3%
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$1.59M -$3.49M -48,424 -67%
Retirement Systems of Alabama
232
Retirement Systems of Alabama
Alabama
$1.57M -$17.4K -242 -1%
EFMC
233
Empire Financial Management Company
New York
$1.56M +$96.7K +1,342 +6%
IIM
234
Illumine Investment Management
Washington
$1.55M -$5.48K -76 -0.3%
PCM
235
Penserra Capital Management
California
$1.53M +$1.33M +18,506 +388%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$1.52M -$433K -6,015 -21%
NA
237
NewEdge Advisors
Louisiana
$1.5M -$111K -1,542 -6%
Wealth Enhancement Advisory Services
238
Wealth Enhancement Advisory Services
Minnesota
$1.46M -$345K -4,786 -17%
UM
239
UniSuper Management
Australia
$1.44M -$123K -1,700 -7%
A
240
Allianz
Germany
$1.41M
AB
241
Amalgamated Bank
New York
$1.41M -$32.2K -447 -2%
BHCM
242
Brevan Howard Capital Management
Jersey
$1.39M -$637K -8,841 -30%
VPIM
243
Vanguard Personalized Indexing Management
California
$1.38M +$73.9K +1,025 +5%
Cerity Partners
244
Cerity Partners
New York
$1.38M -$930K -12,906 -38%
GF
245
Gabelli Funds
New York
$1.37M
OAM
246
Oppenheimer Asset Management
New York
$1.36M +$107K +1,481 +8%
CCMINC
247
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.36M +$45.3K +629 +3%
TD Asset Management
248
TD Asset Management
Ontario, Canada
$1.29M +$4.32K +60 +0.3%
Capital Fund Management (CFM)
249
Capital Fund Management (CFM)
France
$1.29M -$1.37M -19,073 -49%
FAM
250
Fairtree Asset Management
South Africa
$1.29M -$40.6K -563 -3%