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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
CCIA
276
Campbell & Co Investment Adviser
Maryland
$1M +$1.09M +15,167 New
BC
277
Bridgefront Capital
Texas
$997K +$1.09M +15,119 New
Aviva
278
Aviva
United Kingdom
$989K +$551K +7,647 +104%
PAM
279
Parvin Asset Management
South Dakota
$984K +$31K +430 +3%
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$967K +$67.5K +937 +7%
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$954K -$189K -2,628 -15%
HighTower Advisors
282
HighTower Advisors
Illinois
$948K +$23.6K +328 +2%
Vontobel Holding
283
Vontobel Holding
Switzerland
$947K -$180K -2,500 -15%
HNB
284
Huntington National Bank
Ohio
$941K +$935K +12,980 +1,005%
ACL
285
Applied Capital LLC
Florida
$940K -$14.9K -207 -1%
EAM
286
EdenTree Asset Management
United Kingdom
$930K
US Bancorp
287
US Bancorp
Minnesota
$913K -$67.4K -935 -6%
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$910K +$43.2K +600 +5%
WIM
289
WealthPlan Investment Management
Nebraska
$898K -$574K -7,962 -37%
IC
290
Inscription Capital
Texas
$892K +$48.3K +670 +5%
SW
291
SlateStone Wealth
Florida
$890K +$66.7K +925 +7%
BIG
292
Brooklyn Investment Group
New York
$887K +$969K +13,450 New
EWM
293
Empirical Wealth Management
Washington
$880K +$721K +10,005 +299%
Ensign Peak Advisors
294
Ensign Peak Advisors
Utah
$870K +$533K +7,397 +128%
Mackenzie Financial
295
Mackenzie Financial
Ontario, Canada
$865K +$18.9K +262 +2%
OPERF
296
Oregon Public Employees Retirement Fund
Oregon
$847K -$7.21K -100 -0.8%
AC
297
Allstate Corporation
Illinois
$833K +$910K +12,630 New
Aberdeen Group
298
Aberdeen Group
United Kingdom
$825K -$333K -4,619 -27%
Robeco Institutional Asset Management
299
Robeco Institutional Asset Management
Netherlands
$817K -$1.08M -15,048 -55%
SC
300
Syon Capital
California
$816K +$205K +2,844 +30%