A.O. Smith
653 hedge funds and large institutions have $7.19B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 229 increasing their positions, 239 reducing their positions, and 88 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
4% less repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 239
5% less capital invested
Capital invested by funds: $7.55B → $7.19B (-$364M)
15% less call options, than puts
Call options by funds: $36M | Put options by funds: $42.4M
Holders
653
Holding in Top 10
1
Calls
$36M
Puts
$42.4M
Top Buyers
| 1 | +$141M | |
| 2 | +$82.8M | |
| 3 | +$76.7M | |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$31.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$29.6M |
Top Sellers
| 1 | -$171M | |
| 2 | -$116M | |
| 3 | -$48.8M | |
| 4 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$35M |
| 5 |
Vontobel Holding
Zurich,
Switzerland
|
-$32.6M |