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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
$339M
2
American Century Companies
American Century Companies
Missouri
$88.1M
3
SP
Sarasin & Partners
United Kingdom
$74.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$31.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$109M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$52.9M
2
State Street
State Street
Massachusetts
$413M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.14M
5
Vontobel Holding
Vontobel Holding
Switzerland
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
676
Weiss Asset Management
Massachusetts
– -$636K -9,326 Closed
QI
677
Qtron Investments
Massachusetts
– -$629K -9,225 Closed
KRS
678
Kentucky Retirement Systems
Kentucky
– -$562K -8,243 Closed
GCP
679
GSA Capital Partners
United Kingdom
– -$545K -7,990 Closed
BAM
680
Blueshift Asset Management
New Jersey
– -$521K -7,632 Closed
GAM
681
Guinness Asset Management
United Kingdom
– -$514K -7,531 Closed
SCA
682
Snowden Capital Advisors
New York
– -$497K -7,280 Closed
OAM
683
Oppenheimer Asset Management
New York
– -$486K -7,132 Closed
BPC
684
Bryce Point Capital
New York
– -$472K -6,925 Closed
GSEP
685
Golden State Equity Partners
California
– -$435K -6,382 Closed
PAS
686
Park Avenue Securities
New York
– -$422K -6,184 Closed
FHB
687
First Hawaiian Bank
Hawaii
– -$386K -5,664 Closed
OTPPB
688
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$369K -5,414 Closed
IWC
689
Integrated Wealth Concepts
Massachusetts
– -$322K -4,716 Closed
AC
690
Aristides Capital
Kentucky
– -$308K -4,512 Closed
SF
691
Summit Financial
New Jersey
– -$306K -4,487 Closed
SPA
692
Sherbrooke Park Advisers
New York
– -$302K -4,433 Closed
SOW
693
State of Wyoming
Wyoming
– -$286K -4,188 Closed
T. Rowe Price Investment Management
694
T. Rowe Price Investment Management
Maryland
– -$285K -4,173 Closed
IC
695
IEQ Capital
California
– -$270K -3,953 Closed
MFIM
696
Mesirow Financial Investment Management
Illinois
– -$259K -3,797 Closed
PW
697
PUREfi Wealth
Massachusetts
– -$252K -3,691 Closed
BC
698
Burney Company
Virginia
– -$249K -3,651 Closed
PI
699
PFG Investments
New York
– -$238K -3,484 Closed
EC
700
EntryPoint Capital
New York
– -$237K -3,480 Closed
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