Smith & Wesson
SWBI
149 hedge funds and large institutions have $357M invested in Smith & Wesson in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 54 reducing their positions, and 24 closing their positions.
255% more call options, than puts
Call options by funds: $15M | Put options by funds: $4.23M
57% more capital invested
Capital invested by funds: $227M → $357M (+$130M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 24
1.1% less ownership
Funds ownership: 91.89% → 90.79% (-1.1%)
1% less funds holding
Funds holding: 151 → 149 (-2)
39% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.24M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$2.77M |
| 4 |
Two Sigma Investments
New York
|
+$2.14M |
| 5 |
CAM
ClariVest Asset Management
San Diego,
California
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Greenhouse Funds
Baltimore,
Maryland
|
-$6.61M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.76M |
| 3 |
Walleye Trading
New York
|
-$4.57M |
| 4 |
Renaissance Technologies
New York
|
-$4.14M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$3.25M |
SWBI Hedge Fund Activity: Q4 2019 in Review
149 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q4 2019, worth a combined $357M — up 57% from $227M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of SWBI and 22 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 33 added.
The largest buyer was Fidelity Investments, adding an estimated $27.3M. The largest seller was Greenhouse Funds, cutting an estimated $6.61M.
- 149 institutional investors held Smith & Wesson (SWBI) as of Q4 2019, down from 151 in Q3 2019.
- Funds reported $357M of Smith & Wesson stock for Q4 2019, up 57% quarter-over-quarter.
- 22 funds opened new Smith & Wesson positions in Q4 2019 and 24 closed out, a net change of -2 holders.
- The largest Smith & Wesson buyer in Q4 2019 was Fidelity Investments, an estimated $27.3M added.
- The largest Smith & Wesson seller in Q4 2019 was Greenhouse Funds, an estimated $6.61M sold.
Based on aggregated 13F filings for Q4 2019.