We are live on ! Find out more
AOS icon

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
WorldQuant Millennium Advisors
126
WorldQuant Millennium Advisors
New York
$5.98M +$443K +6,153 +7%
GD
127
Grandfield & Dodd
New York
$5.94M +$4.57M +63,449 +238%
LFAS
128
Level Four Advisory Services
Texas
$5.93M +$165K +2,285 +3%
BEI
129
Benjamin Edwards Inc
Missouri
$5.78M -$18.2K -253 -0.3%
IMRF
130
Illinois Municipal Retirement Fund
Illinois
$5.74M +$2.37M +32,848 +61%
DJSG
131
D.J. St. Germain
Massachusetts
$5.61M +$844K +11,715 +16%
Man Group
132
Man Group
United Kingdom
$5.52M -$1.29M -17,834 -18%
SCP
133
Seizert Capital Partners
Michigan
$5.5M -$1.75M -24,291 -23%
BFG
134
Berger Financial Group
Minnesota
$5.4M +$5.9M +81,929 New
HPCM
135
Hunter Perkins Capital Management
Illinois
$5.08M +$865 +12 +0%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$4.98M +$20.7K +287 +0.4%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$4.9M -$498K -6,914 -9%
HIC
138
Harvey Investment Company
Kentucky
$4.86M +$724K +10,040 +16%
Sumitomo Mitsui Trust Group
139
Sumitomo Mitsui Trust Group
Japan
$4.75M +$30.7K +426 +0.6%
EP
140
Edgestream Partners
New Jersey
$4.7M +$4.24M +58,814 +473%
GI
141
GAMCO Investors
Connecticut
$4.62M -$36K -500 -0.7%
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$4.52M +$1.68M +23,305 +51%
Victory Capital Management
143
Victory Capital Management
Texas
$4.52M -$2.16M -29,931 -30%
HIM
144
Hillsdale Investment Management
Ontario, Canada
$4.32M +$180K +2,500 +4%
CBU
145
CIBC Bancorp USA
Illinois
$4.15M +$4.53M +62,881 New
CB
146
Commerce Bank
Missouri
$4.09M -$189K -2,624 -4%
GAM
147
GuardCap Asset Management
United Kingdom
$4.09M
CI
148
CX Institutional
Indiana
$4.01M +$4.15M +57,590 +1,790%
MFG
149
Monte Financial Group
Connecticut
$3.94M +$4.31M +59,744 New
QT
150
Quantbot Technologies
New York
$3.92M -$1.41M -19,505 -25%