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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
BCP
326
Blackhawk Capital Partners
Wisconsin
$640K +$9.59K +133 +1%
FRM
327
Fox Run Management
Connecticut
$629K +$712K +9,875 New
VI
328
Vestcor Inc
New Brunswick, Canada
$619K +$676K +9,380 New
SFA
329
Sequoia Financial Advisors
Ohio
$618K -$136K -1,882 -17%
TRSOTSOK
330
Teachers Retirement System of the State of Kentucky
Kentucky
$614K
EI
331
Ethic Inc
New York
$614K +$304K +4,221 +83%
CPIG
332
Chicago Partners Investment Group
Illinois
$608K +$198K +2,753 +42%
BTI
333
Blue Trust Inc
Georgia
$607K +$25.5K +354 +4%
GWM
334
GSB Wealth Management
Connecticut
$596K +$5.55K +77 +0.9%
LWAM
335
Legacy Wealth Asset Management
Minnesota
$594K +$31.6K +439 +5%
EWA
336
EP Wealth Advisors
California
$592K -$28.3K -393 -4%
CPA
337
Cardiff Park Advisors
California
$580K +$411K +5,700 +184%
LTAS
338
Linden Thomas Advisory Services
North Carolina
$579K +$4.61K +64 +0.7%
DADC
339
D.A. Davidson & Co
Montana
$578K +$1.01K +14 +0.2%
ACA
340
Aptus Capital Advisors
Alabama
$574K +$329K +4,560 +110%
Assenagon Asset Management
341
Assenagon Asset Management
Luxembourg
$574K -$7.05M -97,803 -92%
C
342
Certuity
Florida
$562K +$94.7K +1,314 +18%
SAM
343
Storebrand Asset Management
Norway
$561K -$83.5K -1,159 -12%
LFS
344
Legacy Financial Strategies
Kansas
$559K -$2.12M -29,480 -78%
RI
345
Ridgewood Investments
New Jersey
$550K +$601K +8,337 New
PCP
346
Perbak Capital Partners
United Kingdom
$548K +$599K +8,307 New
DIP
347
Davis Investment Partners
North Carolina
$547K -$14.8K -206 -2%
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$545K -$173K -2,402 -23%
IGAM
349
iA Global Asset Management
Quebec, Canada
$540K +$28.8K +400 +5%
CIAS
350
CFS Investment Advisory Services
New Jersey
$534K -$16.1K -224 -3%