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A.O. Smith

656 hedge funds and large institutions have $7.28B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 231 increasing their positions, 239 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 89

2.38% more ownership

Funds ownership: 92.31%94.69% (+2.4%)

2% more funds holding

Funds holding: 642656 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 239

4% less capital invested

Capital invested by funds: $7.55B → $7.28B (-$273M)

15% less call options, than puts

Call options by funds: $36M | Put options by funds: $42.4M

Holders
656
Holders Change
+14
Holders Change %
+2.18%
% of All Funds
8.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
110
Increased
231
Reduced
239
Closed
89
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
76
Quantinno Capital Management
New York
$13.8M +$10.3M +152,300 +260%
CAM
77
Cresset Asset Management
Illinois
$13.6M +$8.16M +120,711 +139%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$13.5M +$3.37M +49,862 +32%
DCP
79
Distillate Capital Partners
Illinois
$13.4M -$1.14M -16,914 -8%
NEI
80
Northwest & Ethical Investments
Ontario, Canada
$13.3M +$13.7M +203,377 New
MG
81
Mather Group
Illinois
$13.3M +$13.6M +200,966 +9,172%
California Public Employees Retirement System
82
California Public Employees Retirement System
California
$12.4M -$1.1M -16,298 -8%
PP
83
Patten & Patten
Tennessee
$12.1M -$329K -4,870 -3%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$12M -$155K -2,290 -1%
EP
85
Edgestream Partners
New Jersey
$11.7M +$2.86M +42,312 +31%
Principal Financial Group
86
Principal Financial Group
Iowa
$11.7M +$1.07M +15,769 +10%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$11.2M +$867K +12,828 +8%
Jane Street
88
Jane Street
New York
$11.2M +$11.5M +170,740 New
HA
89
Heartland Advisors
Wisconsin
$10.9M +$4.23M +62,572 +60%
AS
90
Aware Super
Australia
$10.8M -$8.6M -127,194 -44%
Citigroup
91
Citigroup
New York
$10.4M +$2.45M +36,202 +30%
Ensign Peak Advisors
92
Ensign Peak Advisors
Utah
$10.1M -$1.19M -17,606 -10%
TAM
93
Thematics Asset Management
France
$9.61M -$2.37M -35,000 -19%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$9.23M +$8.64M +127,910 +997%
Victory Capital Management
95
Victory Capital Management
Texas
$9.03M +$2.88M +42,582 +45%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$8.92M
CSS
97
Cubist Systematic Strategies
Connecticut
$8.85M +$9.16M +135,468 New
CIBC Asset Management
98
CIBC Asset Management
Ontario, Canada
$8.8M -$273K -4,045 -3%
AllianceBernstein
99
AllianceBernstein
Tennessee
$8.77M -$22.3M -329,503 -71%
WP
100
Woodline Partners
California
$8.51M +$8.8M +130,275 New