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A.O. Smith
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Overview Fund Activity

620 hedge funds and large institutions have $7.14B invested in A.O. Smith in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 210 increasing their positions, 257 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
-30
Holders Change %
-4.62%
% of All Funds
8.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
88
Increased
210
Reduced
257
Closed
103
Calls
$35.4M
Puts
$76.8M
Net Calls
-$41.4M
Net Calls Change
-$35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70.8M
2
Millennium Management
2
Millennium Management
New York
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$191M
4
American Century Companies
4
American Century Companies
Missouri
$136M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$45.7M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$2.63M
2
BlackRock
2
BlackRock
New York
$467M
3
Select Equity Group
3
Select Equity Group
New York
$0
4
KBC Group
4
KBC Group
Belgium
$70.9M
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
76
Mather Group
Illinois
$13.5M +$220K +3,350 +2%
Tudor Investment Corp
77
Tudor Investment Corp
Connecticut
$13.2M +$13.2M +201,360 New
PI
78
PineBridge Investments
New York
$13.2M -$7.41M -113,072 -36%
NEI
79
Northwest & Ethical Investments
Ontario, Canada
$13.1M -$259K -3,949 -2%
Mitsubishi UFJ Asset Management
80
Mitsubishi UFJ Asset Management
Japan
$13M -$5.54M -84,552 -30%
HF
81
HRT Financial
New York
$13M +$13M +197,996 New
DCP
82
Distillate Capital Partners
Illinois
$12.7M -$741K -11,308 -5%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$12.2M -$1.26M -19,198 -9%
VanEck Associates
84
VanEck Associates
New York
$12.2M +$10.5M +160,783 +627%
Man Group
85
Man Group
United Kingdom
$11.9M -$5.48M -83,586 -31%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$11.6M -$8.11M -123,747 -41%
N
87
Natixis
France
$11.4M +$10.7M +162,767 +1,374%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$11.4M +$152K +2,315 +1%
HA
89
Heartland Advisors
Wisconsin
$11.2M +$294K +4,488 +3%
EGM
90
Engineers Gate Manager
New York
$10.9M +$10.9M +165,581 New
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$10.6M +$3.98M +60,634 +60%
AllianceBernstein
92
AllianceBernstein
Tennessee
$10.6M +$1.8M +27,480 +20%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$10.2M +$932K +14,211 +10%
TI
94
Trexquant Investment
Connecticut
$10.1M +$3.79M +57,860 +60%
Principal Financial Group
95
Principal Financial Group
Iowa
$10.1M -$1.63M -24,926 -14%
TAM
96
Thematics Asset Management
France
$9.64M – – –
YIH
97
Y-Intercept (HK)
Hong Kong
$9.41M +$9.41M +143,523 New
PL
98
Perpetual Ltd
Australia
$9.29M +$2.4M +36,583 +35%
Alyeska Investment Group
99
Alyeska Investment Group
Illinois
$9.02M -$17.3M -263,461 -66%
PP
100
Patten & Patten
Tennessee
$8.95M -$3.22M -49,122 -26%
2 3
4
5 6