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Smith & Wesson

180 hedge funds and large institutions have $886M invested in Smith & Wesson in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 57 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $25.1M

12% more capital invested

Capital invested by funds: $789M → $886M (+$97.2M)

0.37% more ownership

Funds ownership: 91.94%92.31% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 199180 (-19)

25% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 57

33% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 49

Holders
180
Holders Change
-19
Holders Change %
-9.55%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
43
Reduced
57
Closed
49
Calls
$43.9M
Puts
$25.1M
Net Calls
+$18.8M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.55M -$177K -10,274 -3%
Capital Fund Management (CFM)
27
Capital Fund Management (CFM)
France
$6.49M -$441K -25,617 -6%
FL
28
Fort LP
Maryland
$6.06M +$2.06M +119,369 +51%
American Century Companies
29
American Century Companies
Missouri
$5.94M +$145K +8,408 +2%
JIR
30
James Investment Research
Ohio
$5.92M +$1.11M +64,659 +23%
AQR Capital Management
31
AQR Capital Management
Connecticut
$4.64M -$638K -36,999 -12%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$4.46M -$5.35M -310,589 -54%
AllianceBernstein
33
AllianceBernstein
Tennessee
$4.43M +$2.02M +117,324 +82%
GC
34
Guggenheim Capital
Illinois
$4.29M +$4.34M +251,907 New
EIP
35
Epoch Investment Partners
New York
$4.1M
Goldman Sachs
36
Goldman Sachs
New York
$3.8M -$5.87M -340,381 -60%
Morgan Stanley
37
Morgan Stanley
New York
$3.69M -$2.2M -127,487 -37%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$3.38M
Stifel Financial
39
Stifel Financial
Missouri
$3.36M +$162K +9,408 +5%
TCIM
40
TIAA CREF Investment Management
New York
$3.33M +$69.8K +4,050 +2%
UBS Group
41
UBS Group
Switzerland
$3M -$201K -11,657 -6%
CEI
42
Clark Estates Inc
New York
$2.97M
SSCM
43
Summit Street Capital Management
New York
$2.76M
Ameriprise
44
Ameriprise
Minnesota
$2.63M +$2.08M +120,591 +357%
MAM
45
Majedie Asset Management
United Kingdom
$2.49M +$2.52M +146,088 New
OAM
46
Oxford Asset Management
United Kingdom
$2.46M +$2.49M +144,516 New
Wells Fargo
47
Wells Fargo
California
$2.44M -$6.27M -363,847 -72%
Prudential Financial
48
Prudential Financial
New Jersey
$2.42M -$17.5M -1,014,208 -88%
PPA
49
Parametric Portfolio Associates
Washington
$2.4M +$458K +26,592 +23%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$2.34M -$6.78M -393,637 -74%

SWBI Hedge Fund Activity: Q2 2017 in Review

180 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q2 2017, worth a combined $886M — up 12% from $789M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SWBI and 33 opened new positions — a net loss of 16 holders — while 57 trimmed existing stakes and 43 added.

The largest buyer was Park West Asset Management, opening a new position worth an estimated $47.3M. The largest seller was Vanguard Group, cutting an estimated $29.9M.

  • 180 institutional investors held Smith & Wesson (SWBI) as of Q2 2017, down from 199 in Q1 2017.
  • Funds reported $886M of Smith & Wesson stock for Q2 2017, up 12% quarter-over-quarter.
  • 33 funds opened new Smith & Wesson positions in Q2 2017 and 49 closed out, a net change of -16 holders.
  • The largest Smith & Wesson buyer in Q2 2017 was Park West Asset Management, an estimated $47.3M added.
  • The largest Smith & Wesson seller in Q2 2017 was Vanguard Group, an estimated $29.9M sold.

Based on aggregated 13F filings for Q2 2017.