Smith & Wesson
SWBI
162 hedge funds and large institutions have $434M invested in Smith & Wesson in 2013 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 28 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 49
20% more capital invested
Capital invested by funds: $362M → $434M (+$72.2M)
15% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $15M
7% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 28
0% more funds holding
Funds holding: 162 → 162 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$23M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.6M |
| 3 |
TCM
Trafelet Capital Management
New York
|
+$10.7M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$8.6M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$8.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$16.1M |
| 2 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$12.8M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$10.5M |
| 4 |
CPIM
Columbia Partners Investment Management
Alexandria,
Virginia
|
-$4.76M |
| 5 |
Capital Fund Management (CFM)
Paris,
France
|
-$4.71M |
SWBI Hedge Fund Activity: Q3 2013 in Review
162 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q3 2013, worth a combined $434M — up 20% from $362M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SWBI positions and 28 closed out — a net gain of 2 holders — while 60 added to existing stakes and 49 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $23M. The largest seller was Dimensional Fund Advisors, cutting an estimated $16.1M.
- 162 institutional investors held Smith & Wesson (SWBI) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $434M of Smith & Wesson stock for Q3 2013, up 20% quarter-over-quarter.
- 30 funds opened new Smith & Wesson positions in Q3 2013 and 28 closed out, a net change of +2 holders.
- The largest Smith & Wesson buyer in Q3 2013 was Acadian Asset Management, an estimated $23M added.
- The largest Smith & Wesson seller in Q3 2013 was Dimensional Fund Advisors, an estimated $16.1M sold.
Based on aggregated 13F filings for Q3 2013.