Which hedge funds own AOS? SMITH A O CORP, Q2 2026 13F holders
40 tracked hedge funds disclosed a position in AOS (SMITH A O CORP) in their Q2 2026 13F filings, worth $300.1m in total. The largest holder by portfolio weight is Gates Capital Management, Inc. at 2.1% of its book. 10 opened a new position this quarter: Atom Investors LP, PDT Partners, LLC, AlphaGrep UK Ltd, Centiva Capital, LP. 18 exited: Twin Tree Management, LP, MQS Management LLC, iSAM Funds (UK) Ltd.
- 40
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 10
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 18
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $17.8m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $34.1m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $300m
- Combined value Sum of the holders' reported positions in the security.
- 3.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Twin Tree Management, LP | 0.4% | $1.9m |
| MQS Management LLC | 0.3% | $397k |
| iSAM Funds (UK) Ltd | 0.2% | $404k |
| Y-Intercept (Hong Kong) Ltd | 0.1% | $7.7m |
| Fox Run Management, L.L.C. | 0.1% | $629k |
| Trexquant Investment LP | 0.09% | $12.6m |
| Qsemble Capital Management, LP | 0.08% | $1.1m |
| Campbell & CO Investment Adviser LLC | 0.06% | $1.0m |
| Mirabella Financial Services LLP | 0.05% | $513k |
| Patton Fund Management, Inc. | 0.04% | $243k |
| Concentric Capital Strategies, LP | 0.04% | $451k |
| Weiss Asset Management LP | 0.04% | $2.1m |
| Engineers Gate Manager LP | 0.04% | $3.0m |
| Bayforest Capital Ltd | 0.03% | $29.6k |
| Brevan Howard Capital Management LP | 0.01% | $1.4m |
| Verition Fund Management LLC | 0.0% | $241k |
| Capstone Investment Advisors, LLC | 0.0% | $239k |
| First Manhattan | 0.0% | $214k |
Ownership over time
Who discovered AOS first? Beta
The run: Q1 2009 → Q1 2018, ×15
| Steamboat Capital Partners, LLC high conviction | Q1 2016 | – | +3.4 pts |
| Park West Asset Management LLC | Q3 2014 | – | +0.7 pts |
| ValueAct Holdings, L.P. | Q1 2020 | – | +0.4 pts |
| Waterfront Capital Partners, LLC | Q2 2015 | – | +0.3 pts |
| Gates Capital Management, Inc. | Q1 2026 | – | −0.1 pts |
| Ramsey Quantitative Systems | Q3 2016 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.