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A.O. Smith
AOS

Overview Fund Activity

650 hedge funds and large institutions have $7.18B invested in A.O. Smith in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+16
Holders Change %
+2.52%
% of All Funds
8.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
113
Increased
226
Reduced
238
Closed
88
Calls
$36M
Puts
$42.4M
Net Calls
-$6.43M
Net Calls Change
-$46.2M

Top Buyers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$136M
2
American Century Companies
American Century Companies
Missouri
+$80.1M
3
SP
Sarasin & Partners
United Kingdom
+$74.2M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$30.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.6M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
-$166M
2
State Street
State Street
Massachusetts
-$112M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$48.8M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$33.8M
5
Vontobel Holding
Vontobel Holding
Switzerland
-$31.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
176
Susquehanna International Group
Pennsylvania
$2.72M -$2.63M -40,191 -49%
Luther King Capital Management (LKCM)
177
Luther King Capital Management (LKCM)
Texas
$2.7M -$1.36M -20,737 -33%
Credit Agricole
178
Credit Agricole
France
$2.67M +$126K +1,928 +5%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$2.66M -$327K -4,998 -11%
ECM
180
Element Capital Management
New York
$2.65M +$2.65M +40,507 New
XT
181
XTX Topco
Cayman Islands
$2.64M +$2.64M +40,341 New
LFS
182
Legacy Financial Strategies
Kansas
$2.61M +$68.5K +1,048 +3%
Nordea Investment Management
183
Nordea Investment Management
Sweden
$2.58M +$1.87M +28,589 +264%
RG
184
Rathbones Group
United Kingdom
$2.54M – – –
LF
185
Lansforsakringar Fondforvaltning
Sweden
$2.51M – – –
State of New Jersey Common Pension Fund D
186
State of New Jersey Common Pension Fund D
New Jersey
$2.48M -$149K -2,275 -6%
KK
187
KLP Kapitalforvaltning
Norway
$2.47M – – –
WIM
188
WealthPlan Investment Management
Nebraska
$2.42M +$495K +7,581 +26%
KCM
189
Kornitzer Capital Management
Kansas
$2.41M +$356K +5,450 +17%
Hudson Bay Capital Management
190
Hudson Bay Capital Management
Connecticut
$2.4M +$637K +9,746 +36%
BHCM
191
Brevan Howard Capital Management
Jersey
$2.34M +$2.34M +35,803 New
IIM
192
INTECH Investment Management
Florida
$2.33M -$5.64M -86,310 -71%
ASRS
193
Arizona State Retirement System
Arizona
$2.27M -$9.61K -147 -0.4%
Mirae Asset Global ETFs Holdings
194
Mirae Asset Global ETFs Holdings
Hong Kong
$2.24M -$1.75M -26,723 -44%
SOMRS
195
State of Michigan Retirement System
Michigan
$2.21M -$19.6K -300 -0.9%
BCI
196
Brinker Capital Investments
Pennsylvania
$2.21M -$1.09M -16,650 -33%
OPS
197
Orion Portfolio Solutions
Nebraska
$2.21M -$1.09M -16,650 -33%
Corient Private Wealth
198
Corient Private Wealth
Florida
$2.2M -$831K -12,709 -27%
Neuberger Berman Group
199
Neuberger Berman Group
New York
$2.12M -$59.5K -910 -3%
NICM
200
Neo Ivy Capital Management
New York
$2.09M +$2.09M +31,976 New
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