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Smith & Wesson

232 hedge funds and large institutions have $448M invested in Smith & Wesson in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 78 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

1% more funds holding

Funds holding: 229232 (+3)

6.38% less ownership

Funds ownership: 58.53%52.15% (-6.4%)

23% less capital invested

Capital invested by funds: $583M → $448M (-$135M)

28% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 78

32% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $27.6M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
232
Holders Change
+3
Holders Change %
+1.31%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
56
Reduced
78
Closed
40
Calls
$18.7M
Puts
$27.6M
Net Calls
-$8.91M
Net Calls Change
-$9.2M

SWBI Hedge Fund Activity: Q4 2021 in Review

232 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q4 2021, worth a combined $448M — down 23% from $583M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SWBI positions and 40 closed out — a net gain of 7 holders — while 56 added to existing stakes and 78 trimmed.

The largest buyer was UBS Group, adding an estimated $4.48M. The largest seller was Arrowstreet Capital, cutting an estimated $12.2M.

  • 232 institutional investors held Smith & Wesson (SWBI) as of Q4 2021, up from 229 in Q3 2021.
  • Funds reported $448M of Smith & Wesson stock for Q4 2021, down 23% quarter-over-quarter.
  • 47 funds opened new Smith & Wesson positions in Q4 2021 and 40 closed out, a net change of +7 holders.
  • The largest Smith & Wesson buyer in Q4 2021 was UBS Group, an estimated $4.48M added.
  • The largest Smith & Wesson seller in Q4 2021 was Arrowstreet Capital, an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2021.