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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
Swiss National Bank
76
Swiss National Bank
Switzerland
$14.8M -$72.1K -1,000 -0.4%
Corient Private Wealth
77
Corient Private Wealth
Florida
$14.5M +$1.38M +19,087 +9%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$13.8M -$139K -1,926 -0.9%
Barclays
79
Barclays
United Kingdom
$13.8M -$2.85M -39,576 -16%
Marshall Wace
80
Marshall Wace
United Kingdom
$13.2M -$17.5M -243,438 -55%
Mitsubishi UFJ Asset Management
81
Mitsubishi UFJ Asset Management
Japan
$12.9M -$258K -3,575 -2%
TI
82
Trexquant Investment
Connecticut
$12.6M +$7.35M +101,922 +115%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$12.5M +$451K +6,263 +3%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$12.4M +$1.04M +14,465 +8%
DCP
85
Distillate Capital Partners
Illinois
$12.4M -$65.2K -904 -0.5%
Prudential Financial
86
Prudential Financial
New Jersey
$11.9M +$5.3M +73,527 +69%
VanEck Associates
87
VanEck Associates
New York
$11.8M +$180K +2,500 +1%
M
88
Mirova
France
$11.3M +$12.4M +172,000 New
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$11.3M -$5.1M -70,752 -29%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$10.5M +$1.29M +17,918 +13%
SG Americas Securities
91
SG Americas Securities
New York
$10.5M -$7.22M -100,194 -39%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$10.5M +$379K +5,264 +3%
Principal Financial Group
93
Principal Financial Group
Iowa
$10.5M +$2.15M +29,787 +23%
PL
94
Perpetual Ltd
Australia
$10M +$168K +2,330 +2%
Universal-Beteiligungs- und Servicegesellschaft
95
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.19M -$1.49M -20,670 -13%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$9.11M -$11.9M -164,965 -54%
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
$8.99M +$2.1M +29,112 +27%
HA
98
Heartland Advisors
Wisconsin
$8.62M -$781K -10,833 -8%
DekaBank Deutsche Girozentrale
99
DekaBank Deutsche Girozentrale
Germany
$8.59M
P
100
&Partners
Tennessee
$8.5M +$1.17M +16,247 +14%