We are live on ! Find out more
SWBI icon

Smith & Wesson
SWBI

185 hedge funds and large institutions have $476M invested in Smith & Wesson in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $12.7M

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

27% more capital invested

Capital invested by funds: $374M → $476M (+$102M)

3% more funds holding

Funds holding: 179 → 185 (+6)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.18% less ownership

Funds ownership: 60.41% → 60.23% (-0.18%)

Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
55
Reduced
51
Closed
19
Calls
$24.8M
Puts
$12.7M
Net Calls
+$12.2M
Net Calls Change
+$2.86M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.4M
2
American Century Companies
American Century Companies
Missouri
+$2.25M
3
CCIA
Campbell & Co Investment Adviser
Maryland
+$1.64M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.64M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
F1I
Fund 1 Investments
Puerto Rico
-$4.79M
2
UBS Group
UBS Group
Switzerland
-$2.82M
3
BlackRock
BlackRock
New York
-$2.23M
4
PI
PEAK6 Investments
Illinois
-$1.89M
5
Goldman Sachs
Goldman Sachs
New York
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AE
26
AMH Equity
New York
$1.74M -$1.44M -100,000 -50%
AA
27
Ancora Advisors
Ohio
$1.73M -$383K -26,557 -21%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.62M +$297K +20,560 +28%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
29
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.6M – – –
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.58M – – –
LSC
31
Lesa Sroufe & Co
Washington
$1.52M -$3.74K -259 -0.3%
Victory Capital Management
32
Victory Capital Management
Texas
$1.48M -$65K -4,503 -5%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.38M +$865K +59,991 +312%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$1.37M -$8.55K -593 -0.7%
Macquarie Group
35
Macquarie Group
Australia
$1.18M – – –
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$1.14M +$35.4K +2,455 +4%
EF
37
Empowered Funds
Pennsylvania
$1.13M +$70.7K +4,900 +8%
CAN
38
Cetera Advisor Networks
California
$1.12M -$237K -16,397 -20%
CS
39
Credit Suisse
Switzerland
$1.11M – – –
DRZID
40
DePrince Race & Zollo Inc (DRZ)
Florida
$1.1M -$1.28M -89,014 -58%
ACP
41
Aviance Capital Partners
Florida
$1M +$31.2K +2,164 +4%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$892K – – –
Legal & General Group
43
Legal & General Group
United Kingdom
$869K +$74.8K +5,185 +12%
Barclays
44
Barclays
United Kingdom
$865K -$484K -33,549 -40%
RBFC
45
Roman Butler Fullerton & Co
Missouri
$851K -$72.8K -5,044 -9%
LPL Financial
46
LPL Financial
California
$833K +$37.7K +2,613 +6%
AllianceBernstein
47
AllianceBernstein
Tennessee
$745K – – –
PFS
48
Prospera Financial Services
Texas
$738K +$678 +47 +0.1%
Osaic Holdings
49
Osaic Holdings
Arizona
$662K +$33.4K +2,314 +6%
Bank of America
50
Bank of America
North Carolina
$655K -$401K -27,817 -42%
1
2
3 4 5

SWBI Hedge Fund Activity: Q1 2024 in Review

185 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q1 2024, worth a combined $476M — up 27% from $374M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SWBI positions and 19 closed out — a net gain of 10 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $6.4M. The largest seller was Fund 1 Investments, exiting entirely with an estimated $4.79M sold.

  • 185 institutional investors held Smith & Wesson (SWBI) as of Q1 2024, up from 179 in Q4 2023.
  • Funds reported $476M of Smith & Wesson stock for Q1 2024, up 27% quarter-over-quarter.
  • 29 funds opened new Smith & Wesson positions in Q1 2024 and 19 closed out, a net change of +10 holders.
  • The largest Smith & Wesson buyer in Q1 2024 was Arrowstreet Capital, an estimated $6.4M added.
  • The largest Smith & Wesson seller in Q1 2024 was Fund 1 Investments, an estimated $4.79M sold.

Based on aggregated 13F filings for Q1 2024.