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A.O. Smith
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Overview Fund Activity

650 hedge funds and large institutions have $7.18B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+16
Holders Change %
+2.52%
% of All Funds
8.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
113
Increased
226
Reduced
238
Closed
88
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$136M
2
American Century Companies
American Century Companies
Missouri
+$80.1M
3
SP
Sarasin & Partners
United Kingdom
+$74.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$30.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$166M
2
State Street
State Street
Massachusetts
-$112M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$48.8M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$33.8M
5
Vontobel Holding
Vontobel Holding
Switzerland
-$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPSF
301
Texas Permanent School Fund
Texas
$882K +$882K +12,998 New
Franklin Resources
302
Franklin Resources
California
$878K -$1.8M -27,526 -67%
HighTower Advisors
303
HighTower Advisors
Illinois
$865K +$65.8K +1,006 +8%
EAM
304
EdenTree Asset Management
United Kingdom
$859K – – –
SW
305
SlateStone Wealth
Florida
$825K – – –
Mackenzie Financial
306
Mackenzie Financial
Ontario, Canada
$817K -$129K -1,978 -14%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$816K -$29.7K -455 -4%
CIAS
308
CFS Investment Advisory Services
New Jersey
$813K -$118K -1,809 -13%
Bank of Nova Scotia
309
Bank of Nova Scotia
Ontario, Canada
$810K -$2.91M -44,532 -78%
BCP
310
Blackhawk Capital Partners
Wisconsin
$804K +$804K +12,301 New
CB
311
Cadence Bank
Mississippi
$803K +$86.3K +1,321 +12%
MYAM
312
Meiji Yasuda Asset Management
Japan
$784K -$315K -4,820 -29%
N
313
Natixis
France
$778K -$10.6M -162,125 -93%
AIP
314
Ameritas Investment Partners
Nebraska
$769K +$13.2K +202 +2%
CIG
315
CCM Investment Group
Minnesota
$754K +$33.7K +513 +5%
EMPI
316
Elo Mutual Pension Insurance
Finland
$742K -$298K -4,558 -29%
Public Employees Retirement Association of Colorado
317
Public Employees Retirement Association of Colorado
Colorado
$742K – – –
I
318
InceptionR
California
$738K +$456K +6,974 +161%
FC
319
FORA Capital
Florida
$718K -$1.06M -16,157 -60%
SC
320
SummitTX Capital
Texas
$713K +$713K +10,905 New
RIM
321
Rakuten Investment Management
Japan
$712K +$712K +10,845 New
CAG
322
Cypress Advisory Group
Arizona
$699K +$51K +780 +8%
AAS
323
Annex Advisory Services
Wisconsin
$694K -$14.5M -221,431 -95%
TC
324
TownSquare Capital
Utah
$686K +$39.3K +601 +6%
QCM
325
QRG Capital Management
Illinois
$686K -$54.2K -829 -7%
11 12
13
14 15