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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
DJSG
151
D.J. St. Germain
Massachusetts
$3.82M +$234K +3,460 +6%
Mitsubishi UFJ Trust & Banking
152
Mitsubishi UFJ Trust & Banking
Japan
$3.8M -$140K -2,066 -3%
Robeco Institutional Asset Management
153
Robeco Institutional Asset Management
Netherlands
$3.77M -$1.4M -20,738 -26%
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$3.71M +$771K +11,409 +25%
Creative Planning
155
Creative Planning
Kansas
$3.62M +$93.8K +1,388 +3%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$3.54M +$143K +2,120 +4%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$3.53M -$381K -5,633 -9%
UH
158
Unigestion Holding
Switzerland
$3.51M -$3.67M -54,286 -50%
LIA
159
LBMC Investment Advisors
Tennessee
$3.46M -$384K -5,686 -10%
TIM
160
Thompson Investment Management
Wisconsin
$3.43M +$150K +2,219 +4%
AIM
161
Achmea Investment Management
Netherlands
$3.41M -$5.46M -80,772 -61%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$3.4M -$2.77K -41 -0.1%
LI
163
Lafayette Investments
Maryland
$3.37M +$520K +7,694 +18%
TPI
164
Trust Point Inc
Wisconsin
$3.2M -$2.43K -36 -0.1%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.16M -$584K -8,644 -15%
Asset Management One
166
Asset Management One
Japan
$3.14M +$152K +2,249 +5%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$3.12M -$4.59M -67,935 -59%
CAU
168
Caxton Associates (UK)
$3.1M +$3.21M +47,442 New
BAMF
169
BI Asset Management Fondsmaeglerselskab
Denmark
$3.07M -$3.58M -52,975 -53%
EF
170
Empowered Funds
Pennsylvania
$3.01M -$7.21M -106,670 -70%
MSV
171
MN Services Vermogensbeheer
Netherlands
$2.86M -$324K -4,800 -10%
JIC
172
Johnson Investment Counsel
Ohio
$2.83M -$68.5K -1,013 -2%
PFSRSONJ
173
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.82M +$25.4K +376 +0.9%
SLG
174
Stanley-Laman Group
Pennsylvania
$2.81M -$139K -2,052 -5%
MIP
175
Marietta Investment Partners
Wisconsin
$2.78M