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Smith & Wesson

227 hedge funds and large institutions have $1.07B invested in Smith & Wesson in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 62 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $46.5M | Put options by funds: $24M

32% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 62

1% more capital invested

Capital invested by funds: $1.05B → $1.07B (+$15.4M)

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

2% less funds holding

Funds holding: 231227 (-4)

Holders
227
Holders Change
-4
Holders Change %
-1.73%
% of All Funds
6.06%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
82
Reduced
62
Closed
42
Calls
$46.5M
Puts
$24M
Net Calls
+$22.5M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
51
BlackRock Investment Management
Delaware
$5.56M +$232K +12,975 +5%
Bank of America
52
Bank of America
North Carolina
$4.61M +$1.58M +88,192 +67%
Axa
53
Axa
France
$4.54M +$530K +29,663 +16%
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$4.5M +$772K +43,217 +25%
HRCM
55
Hood River Capital Management
Florida
$4.48M -$7.31M -409,289 -66%
UBS Group
56
UBS Group
Switzerland
$4.17M +$431K +24,153 +14%
PPA
57
Parametric Portfolio Associates
Washington
$3.73M -$102K -5,700 -3%
CEI
58
Clark Estates Inc
New York
$3.32M +$2.84M +158,722 New
Invesco
59
Invesco
Georgia
$3.19M -$256K -14,329 -9%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$3.09M +$2.64M +147,826 New
QC
61
Quadrature Capital
United Kingdom
$2.87M +$2.45M +137,148 New
EGM
62
Engineers Gate Manager
New York
$2.85M -$1.86M -104,247 -43%
FQ
63
First Quadrant
California
$2.78M +$792K +44,364 +50%
VIA
64
Vident Investment Advisory
Georgia
$2.73M -$2.25M -126,229 -49%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.63M
RJFSA
66
Raymond James Financial Services Advisors
Florida
$2.48M -$185K -10,364 -8%
LPL Financial
67
LPL Financial
California
$2.44M -$2.32M -129,876 -54%
CC
68
Cipher Capital
New York
$2.43M +$113K +6,344 +6%
AllianceBernstein
69
AllianceBernstein
Tennessee
$2.41M +$108K +6,049 +6%
HHC
70
Hutchin Hill Capital
New York
$2.38M -$2.39M -134,003 -54%
TA
71
Teachers Advisors
New York
$2.38M +$91.2K +5,108 +5%
CIP
72
Convergence Investment Partners
Florida
$2.37M -$883K -49,450 -30%
Point72 Asset Management
73
Point72 Asset Management
Connecticut
$2.32M +$1.98M +111,105 New
First Trust Advisors
74
First Trust Advisors
Illinois
$2.1M +$903K +50,541 +102%
Federated Hermes
75
Federated Hermes
Pennsylvania
$2M -$10.3K -577 -0.6%

SWBI Hedge Fund Activity: Q2 2016 in Review

227 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q2 2016, worth a combined $1.07B — up 1.5% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of SWBI and 39 opened new positions — a net loss of 3 holders — while 62 trimmed existing stakes and 82 added.

The largest buyer was Vanguard Group, adding an estimated $28.8M. The largest seller was Acadian Asset Management, cutting an estimated $36.6M.

  • 227 institutional investors held Smith & Wesson (SWBI) as of Q2 2016, down from 231 in Q1 2016.
  • Funds reported $1.07B of Smith & Wesson stock for Q2 2016, up 1.5% quarter-over-quarter.
  • 39 funds opened new Smith & Wesson positions in Q2 2016 and 42 closed out, a net change of -3 holders.
  • The largest Smith & Wesson buyer in Q2 2016 was Vanguard Group, an estimated $28.8M added.
  • The largest Smith & Wesson seller in Q2 2016 was Acadian Asset Management, an estimated $36.6M sold.

Based on aggregated 13F filings for Q2 2016.