We are live on ! Find out more
AOS icon

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
BTW
26
Boston Trust Walden
Massachusetts
$69.3M -$1.86M -25,854 -2%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$68.7M +$76.4M +1,059,678 +15,089%
Nomura Asset Management
28
Nomura Asset Management
Japan
$65.3M -$13.7M -189,641 -16%
AQR Capital Management
29
AQR Capital Management
Connecticut
$63M -$21.7M -301,260 -24%
UBS Group
30
UBS Group
Switzerland
$60.8M -$52.5M -728,402 -44%
QCM
31
Quantinno Capital Management
New York
$60M +$27.1M +376,684 +71%
Caisse de Depot et Placement du Quebec (CDPQ)
32
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$59.8M +$4.12M +57,187 +7%
VF
33
Vest Financial
Virginia
$53.8M +$306K +4,249 +0.5%
TAM
34
Talaria Asset Management
Australia
$51.7M +$56.5M +783,900 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$50.8M -$8.49M -117,745 -13%
Renaissance Technologies
36
Renaissance Technologies
New York
$49.1M +$8.05M +111,700 +18%
Wells Fargo
37
Wells Fargo
California
$48.4M +$4.8M +66,608 +10%
Pictet Asset Management
38
Pictet Asset Management
Switzerland
$46.4M -$107M -1,483,551 -68%
VFT
39
Vanguard Fiduciary Trust
Pennsylvania
$41.7M +$45.6M +632,867 New
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$40M -$4.93M -68,378 -10%
WF
41
Welch & Forbes
Massachusetts
$38.2M -$435K -6,037 -1%
UBS AM
42
UBS AM
Illinois
$36.8M +$503K +6,985 +1%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.2M -$1.4M -19,394 -3%
JP Morgan Chase
44
JP Morgan Chase
New York
$36.1M -$284K -3,938 -0.7%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$34.8M +$1.14M +15,817 +3%
SIC
46
Schwartz Investment Counsel
Michigan
$34.1M +$173K +2,400 +0.5%
Legal & General Group
47
Legal & General Group
United Kingdom
$33.1M +$1.01M +14,034 +3%
CIBC Asset Management
48
CIBC Asset Management
Ontario, Canada
$31.5M -$1.23M -17,119 -3%
KBC Group
49
KBC Group
Belgium
$30.1M -$11M -152,196 -25%
ECSS
50
Eurizon Capital SGR SpA
$30.1M +$371K +5,146 +1%