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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 %
GI
501
GAMMA Investing
California
$190K +$3.46K +53 +2%
QL
502
Quarry LP
New York
$185K -$274K -4,194 -60%
Bank Julius Baer & Co
503
Bank Julius Baer & Co
Switzerland
$163K -$191K -2,591 -54%
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$148K +$67.1K +1,026 +83%
S
505
SignatureFD
Georgia
$146K +$61.3K +938 +72%
WF
506
Wayfinding Financial
Washington
$137K +$137K +2,098 New
MSA
507
MUFG Securities Americas
New York
$137K +$21.6K +331 +19%
BC
508
Bayforest Capital
United Kingdom
$126K +$126K +1,928 New
BCV
509
Banque Cantonale Vaudoise
Switzerland
$121K +$121K +1,847 New
OAM
510
Ostrum Asset Management
France
$119K -$97.4K -1,490 -45%
QCG
511
Quadrant Capital Group
Ohio
$115K +$74K +1,132 +178%
CI
512
CX Institutional
Indiana
$113K +$113K +1,727 New
HI
513
Horizon Investments
North Carolina
$110K +$3.77K +58 +4%
NA
514
NewEdge Advisors
Louisiana
$104K -$6.28K -96 -6%
ST
515
Smithfield Trust
Pennsylvania
$103K – – –
PA
516
Parallel Advisors
California
$103K +$29.5K +452 +40%
FCAS
517
First Command Advisory Services
Texas
$96.4K – – –
SDIC
518
South Dakota Investment Council
South Dakota
$92K +$92K +1,400 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
519
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$92K -$2.46M -37,593 -96%
UB
520
UMB Bank
Missouri
$82.4K -$327 -5 -0.4%
OWP
521
ORG Wealth Partners
Texas
$80.9K -$289K -4,411 -78%
BIG
522
Brooklyn Investment Group
New York
$78.9K +$47.2K +722 +149%
PTC
523
Private Trust Company
Ohio
$77.2K +$14K +214 +22%
OP
524
ORG Partners
Indiana
$75.9K -$1.01M -2,016 -93%
IIM
525
Intact Investment Management
Quebec, Canada
$71.9K +$71.9K +1,100 New
19 20
21
22 23