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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 %
EP
101
Edgestream Partners
New Jersey
$8.65M -$3.08M -46,960 -26%
DekaBank Deutsche Girozentrale
102
DekaBank Deutsche Girozentrale
Germany
$8.41M -$71.1K -1,083 -0.8%
CIBC Asset Management
103
CIBC Asset Management
Ontario, Canada
$8.34M -$487K -7,435 -6%
CWG
104
C WorldWide Group
Denmark
$8.29M -$84.3K -1,286 -1%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$8.28M -$672K -10,252 -8%
Capital Fund Management (CFM)
106
Capital Fund Management (CFM)
France
$8.02M +$3.62M +55,265 +82%
Squarepoint
107
Squarepoint
New York
$7.86M +$7.65M +116,715 +3,681%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$7.71M +$3M +45,742 +64%
Universal-Beteiligungs- und Servicegesellschaft
109
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.65M -$118K -1,803 -2%
AM
110
Atwater Malick
Pennsylvania
$7.62M +$34.8K +530 +0.5%
California State Teachers Retirement System (CalSTRS)
111
California State Teachers Retirement System (CalSTRS)
California
$7.48M -$4.57M -69,621 -38%
YCM
112
Yousif Capital Management
Michigan
$7.39M -$48.1K -733 -0.6%
BHCM
113
Brevan Howard Capital Management
Jersey
$7.38M +$5.03M +76,748 +214%
SCP
114
Seizert Capital Partners
Michigan
$7.27M -$310K -4,728 -4%
Raymond James Financial
115
Raymond James Financial
Florida
$7.27M +$440K +6,713 +6%
BGIM
116
Brandywine Global Investment Management
Pennsylvania
$7.22M -$36.7K -559 -0.5%
GC
117
Guggenheim Capital
Illinois
$7.19M -$26.4K -403 -0.4%
RP
118
Reinhart Partners
Wisconsin
$7.16M +$7.16M +109,260 New
Connor, Clark & Lunn Investment Management (CC&L)
119
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.94M +$6.94M +105,870 New
LPL Financial
120
LPL Financial
California
$6.94M -$6.3K -96 -0.1%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$6.77M -$1.04M -15,879 -13%
Truist Financial
122
Truist Financial
North Carolina
$6.6M -$171K -2,604 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
123
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.59M +$5.45M +83,142 +478%
BDLIB
124
Banque de Luxembourg Investments (BLI)
Luxembourg
$6.58M -$1.46M -22,300 -18%
Victory Capital Management
125
Victory Capital Management
Texas
$6.57M -$2.49M -37,962 -27%
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5
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