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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 %
VF
326
Virtu Financial
New York
$684K -$477K -7,288 -41%
SA
327
SRN Advisors
Pennsylvania
$667K -$20.4K -312 -3%
SAA
328
Southeast Asset Advisors
Georgia
$666K -$1.3M -19,925 -66%
OPERF
329
Oregon Public Employees Retirement Fund
Oregon
$664K -$5.88K -90 -0.9%
CCIA
330
Campbell & Co Investment Adviser
Maryland
$661K -$1.04M -15,906 -61%
HAG
331
HighPoint Advisor Group
Illinois
$656K -$102K -1,517 -13%
AV
332
ASR Vermogensbeheer
Netherlands
$653K +$653K +9,995 New
DADC
333
D.A. Davidson & Co
Montana
$645K -$36.3K -556 -5%
MNA
334
Manning & Napier Advisors
New York
$637K -$949K -14,527 -60%
SG Americas Securities
335
SG Americas Securities
New York
$636K -$9.71M -148,638 -94%
LWM
336
Lionshead Wealth Management
New York
$631K -$32.2K -492 -5%
UAS
337
United Asset Strategies
New York
$625K +$24.2K +371 +4%
Allianz Asset Management
338
Allianz Asset Management
Germany
$620K +$106K +1,621 +21%
MSU
339
Mizuho Securities USA
New York
$618K -$120K -1,834 -16%
JGUA
340
John G. Ullman & Associates
New York
$595K +$39.2K +600 +7%
Aviva
341
Aviva
United Kingdom
$595K +$47.9K +733 +9%
WS
342
Wedbush Securities
California
$579K +$26K +397 +5%
Aberdeen Group
343
Aberdeen Group
United Kingdom
$577K +$2.23K +34 +0.4%
Rafferty Asset Management
344
Rafferty Asset Management
New York
$576K -$151K -2,310 -21%
ANBT
345
American National Bank & Trust
Texas
$572K -$688K -10,533 -55%
AT
346
Arlington Trust
Alabama
$570K – – –
PFG
347
PAX Financial Group
Texas
$567K +$523 +8 +0.1%
ACM
348
Aster Capital Management
United Arab Emirates
$562K +$562K +8,454 New
LTAS
349
Linden Thomas Advisory Services
North Carolina
$562K +$2.29K +35 +0.4%
GXJ
350
Global X Japan
Japan
$561K +$121K +1,854 +28%
12 13
14
15 16