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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
MFG
451
Merit Financial Group
Georgia
$246K -$63.9K -886 -19%
PCM
452
Polymer Capital Management
New York
$246K +$269K +3,727 New
Macquarie Group
453
Macquarie Group
Australia
$245K -$81.7K -1,134 -23%
CIA
454
Capital Investment Advisors
Georgia
$244K +$267K +3,702 New
OL
455
Optas LLC
Texas
$244K +$266K +3,696 New
PFM
456
Patton Fund Management
Texas
$243K +$21.6K +300 +9%
Bessemer Group
457
Bessemer Group
New Jersey
$243K +$20.3K +281 +8%
Verition Fund Management
458
Verition Fund Management
Connecticut
$241K -$2.44M -33,871 -90%
CSPIA
459
Cary Street Partners Investment Advisory
Virginia
$241K +$35.8K +497 +16%
HR
460
Hardy Reed
Mississippi
$239K -$793 -11 -0.3%
Capstone Investment Advisors
461
Capstone Investment Advisors
New York
$239K +$261K +3,619 New
SFSG
462
Sound Financial Strategies Group
Mississippi
$238K -$172K -2,392 -40%
NMIMC
463
Northwestern Mutual Investment Management Company
Wisconsin
$237K -$1.73K -24 -0.7%
WHCI
464
W.H. Cornerstone Investments
Massachusetts
$235K +$257K +3,571 New
VT
465
Vise Technologies
New York
$234K
FFA
466
Florida Financial Advisors
Florida
$230K +$251K +3,484 New
AFG
467
Atomi Financial Group
New York
$226K +$23.7K +329 +11%
SL
468
Summitry LLC
California
$225K +$246K +3,418 New
AAS
469
Ameritas Advisory Services
Nebraska
$225K
BBVA
470
Banco Bilbao Vizcaya Argentaria
Spain
$223K -$18.8K -261 -7%
NDSIB
471
North Dakota State Investment Board
North Dakota
$219K -$42.4K -588 -15%
JF
472
JMN Financial
Ohio
$215K +$235K +3,265 New
First Manhattan
473
First Manhattan
New York
$214K -$86.5K -1,200 -27%
QCM
474
QRG Capital Management
Illinois
$214K -$494K -6,851 -68%
SCM
475
Stonehearth Capital Management
Massachusetts
$212K +$232K +3,217 New