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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 %
SI
701
Stephens Inc
Arkansas
– -$234K -3,434 Closed
AC
702
Allstate Corporation
Illinois
– -$232K -3,403 Closed
CS
703
Cannell & Spears
New York
– -$228K -3,336 Closed
SCM
704
Semanteon Capital Management
Massachusetts
– -$218K -3,199 Closed
OIA
705
OneDigital Investment Advisors
Kansas
– -$217K -3,184 Closed
VCM
706
Voleon Capital Management
California
– -$215K -3,146 Closed
SCM
707
Stevens Capital Management
Pennsylvania
– -$214K -3,140 Closed
DTL
708
Dynamic Technology Lab
Singapore
– -$210K -3,079 Closed
BFA
709
Brendel Financial Advisors
New Hampshire
– -$209K -3,064 Closed
DBIA
710
Dumont & Blake Investment Advisors
New Jersey
– -$207K -3,038 Closed
CPA
711
Cardiff Park Advisors
California
– -$207K -3,033 Closed
SSW
712
Smith Shellnut Wilson
Mississippi
– -$206K -3,016 Closed
LIM
713
Loudon Investment Management
New Hampshire
– -$204K -2,996 Closed
TAM
714
Townsend Asset Management
North Carolina
– -$201K -2,950 Closed
HT
715
Headlands Technologies
Illinois
– -$201K -2,945 Closed
MA
716
Mutual Advisors
Nebraska
– -$209K -2,931 Closed
Capstone Investment Advisors
717
Capstone Investment Advisors
New York
– -$186K -2,722 Closed
VHAM
718
Van Hulzen Asset Management
California
– -$157K -2,309 Closed
CFGS
719
Concourse Financial Group Securities
Alabama
– -$159K -2,240 Closed
KG
720
Kieckhefer Group
Wisconsin
– -$123K -1,800 Closed
LDB
721
Lee, Danner & Bass
Tennessee
– -$88.7K -1,300 Closed
CPCPP
722
Canada Post Corporation Pension Plan
Canada
– -$84.2K -1,235 Closed
MWM
723
Mascoma Wealth Management
New Hampshire
– -$56.6K -830 Closed
EBA
724
Eagle Bay Advisors
New York
– -$53.1K -778 Closed
AWM
725
Avior Wealth Management
Nebraska
– -$52.6K -771 Closed
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