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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 %
SG
426
Sienna Gestion
France
$341K – – –
BBVA
427
Banco Bilbao Vizcaya Argentaria
Spain
$337K -$1.61M -24,406 -83%
HWAM
428
Hennion & Walsh Asset Management
New Jersey
$332K – – –
1C
429
111 Capital
France
$327K +$327K +5,001 New
EOJOAM
430
E. Ohman J:or Asset Management
Sweden
$327K – – –
RWB
431
RMR Wealth Builders
New Jersey
$320K +$13.7K +209 +4%
LIM
432
Longfellow Investment Management
Massachusetts
$318K +$318K +4,862 New
HCM
433
Howard Capital Management
Georgia
$314K +$314K +4,807 New
ALAM
434
Asahi Life Asset Management
Japan
$312K +$312K +4,780 New
NRD
435
Nebula Research & Development
New York
$310K -$438K -6,705 -59%
MGP
436
Metis Global Partners
California
$306K +$45.1K +690 +17%
GT
437
Glenmede Trust
Pennsylvania
$306K +$28.5K +436 +10%
CWA
438
Clearview Wealth Advisors
Oregon
$303K +$303K +4,643 New
FA
439
Faithward Advisors
Pennsylvania
$302K +$302K +4,627 New
EF
440
Empirical Finance
Pennsylvania
$300K +$20.7K +316 +7%
MPM
441
MBB Public Markets
Illinois
$298K +$298K +4,552 New
MM
442
MQS Management
New York
$297K +$297K +4,549 New
FT
443
Fiduciary Trust
Massachusetts
$292K +$392 +6 +0.1%
OQS
444
Occudo Quantitative Strategies
Florida
$288K +$61.7K +940 +27%
CCM
445
Coldstream Capital Management
Washington
$288K -$6.99K -107 -2%
CFM
446
Catalyst Funds Management
Australia
$288K +$288K +4,400 New
MYLI
447
Meiji Yasuda Life Insurance
Japan
$286K +$286K +4,382 New
Envestnet Portfolio Solutions
448
Envestnet Portfolio Solutions
Illinois
$280K +$280K +4,278 New
RBI
449
Raiffeisen Bank International
Austria
$277K +$277K +4,222 New
PCM
450
Penserra Capital Management
California
$276K -$54.1K -830 -16%
16 17
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