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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
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$29.1M -$882K -12,242 -3%
Deutsche Bank
52
Deutsche Bank
Germany
$28.8M +$5.7M +79,073 +22%
BAM
53
Berkshire Asset Management
Pennsylvania
$26.2M +$606K +8,402 +2%
AT
54
Arbejdsmarkedets Tillaegspension
$25.5M +$2.67M +36,987 +11%
NC
55
Nicholas Company
Wisconsin
$25.4M -$366K -5,075 -1%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$21.9M -$902K -12,513 -4%
CIM
57
Confluence Investment Management
Missouri
$21M +$1.77M +24,624 +8%
Treasurer of the State of North Carolina
58
Treasurer of the State of North Carolina
North Carolina
$19.3M +$1.79M +24,777 +9%
GAM
59
Gotham Asset Management
New York
$19M +$11.9M +165,611 +135%
N
60
Nuveen
North Carolina
$18.9M +$667K +9,261 +3%
RS
61
Robeco Schweiz
Switzerland
$17.7M -$21.6K -300 -0.1%
Franklin Resources
62
Franklin Resources
California
$17.5M +$16.8M +232,865 +715%
RGC
63
Regents Gate Capital
United Kingdom
$17.4M +$4.78M +66,387 +34%
NEI
64
Northwest & Ethical Investments
Ontario, Canada
$16.9M -$751K -10,421 -4%
Stifel Financial
65
Stifel Financial
Missouri
$16.9M +$425K +5,899 +2%
Zurich Cantonal Bank
66
Zurich Cantonal Bank
Switzerland
$16.8M +$16M +221,934 +661%
CAM
67
Cresset Asset Management
Illinois
$16.8M +$3.43M +47,616 +23%
AA
68
ALPS Advisors
Colorado
$16.7M -$323K -4,487 -2%
Lord, Abbett & Co
69
Lord, Abbett & Co
New Jersey
$16.2M -$4.1M -56,897 -19%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$15.8M -$254K -3,525 -1%
VGA
71
Vanguard Global Advisers
Pennsylvania
$15.6M +$17M +236,120 New
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$15.6M +$929K +12,888 +6%
Citigroup
73
Citigroup
New York
$15.4M +$4.35M +60,325 +35%
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$15.2M +$285K +3,951 +2%
Ameriprise
75
Ameriprise
Minnesota
$15.1M +$228K +3,157 +1%