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Smith & Wesson

168 hedge funds and large institutions have $350M invested in Smith & Wesson in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.29% more ownership

Funds ownership: 89.19%92.48% (+3.3%)

0% more capital invested

Capital invested by funds: $349M → $350M (+$868K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 49

6% less funds holding

Funds holding: 178168 (-10)

10% less call options, than puts

Call options by funds: $5.53M | Put options by funds: $6.16M

19% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 32

Holders
168
Holders Change
-10
Holders Change %
-5.62%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
46
Reduced
49
Closed
32
Calls
$5.53M
Puts
$6.16M
Net Calls
-$633K
Net Calls Change
-$7.83M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$562K -$3.15M -444,616 -85%
JP Morgan Chase
52
JP Morgan Chase
New York
$560K +$377K +53,285 +156%
Barclays
53
Barclays
United Kingdom
$554K -$13.8K -1,944 -2%
Tudor Investment Corp
54
Tudor Investment Corp
Connecticut
$550K +$252K +35,568 +81%
Hudson Bay Capital Management
55
Hudson Bay Capital Management
Connecticut
$547K +$559K +78,962 New
PAM
56
Panagora Asset Management
Massachusetts
$536K -$179K -25,332 -25%
AllianceBernstein
57
AllianceBernstein
Tennessee
$520K
PC
58
PA Capital
Virginia
$480K +$126K +17,752 +34%
ECM
59
ExodusPoint Capital Management
New York
$479K +$490K +69,162 New
MAM
60
Martingale Asset Management
Massachusetts
$477K -$260K -36,683 -35%
MERSOM
61
Municipal Employees' Retirement System of Michigan
Michigan
$468K
Wolverine Trading
62
Wolverine Trading
Illinois
$463K -$80.2K -11,320 -14%
SRAM
63
Stone Ridge Asset Management
New York
$428K +$49.8K +7,026 +13%
Wellington Management Group
64
Wellington Management Group
Massachusetts
$417K +$426K +60,158 New
Bank of America
65
Bank of America
North Carolina
$413K +$23.8K +3,361 +6%
TEE
66
Tibra Equities Europe
United Kingdom
$396K -$282K -39,811 -41%
EMG
67
Ellington Management Group
Connecticut
$387K +$395K +55,813 New
PP
68
Paloma Partners
Connecticut
$372K -$360K -50,809 -49%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$371K
UBS AM
70
UBS AM
Illinois
$370K +$118K +16,715 +46%
RBFC
71
Roman Butler Fullerton & Co
Missouri
$364K +$3.68K +520 +1%
CAM
72
ClariVest Asset Management
California
$359K -$8.4K -1,186 -2%
RJA
73
Raymond James & Associates
Florida
$356K -$6.45K -910 -2%
First Manhattan
74
First Manhattan
New York
$355K
AG
75
Advisor Group
Arizona
$332K +$14.1K +1,987 +4%

SWBI Hedge Fund Activity: Q2 2019 in Review

168 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q2 2019, worth a combined $350M — up 0.25% from $349M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SWBI and 26 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 46 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $19.4M. The largest seller was BlackRock, cutting an estimated $10.9M.

  • 168 institutional investors held Smith & Wesson (SWBI) as of Q2 2019, down from 178 in Q1 2019.
  • Funds reported $350M of Smith & Wesson stock for Q2 2019, up 0.25% quarter-over-quarter.
  • 26 funds opened new Smith & Wesson positions in Q2 2019 and 32 closed out, a net change of -6 holders.
  • The largest Smith & Wesson buyer in Q2 2019 was Capital World Investors, an estimated $19.4M added.
  • The largest Smith & Wesson seller in Q2 2019 was BlackRock, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2019.