Smith & Wesson
SWBI
231 hedge funds and large institutions have $1.05B invested in Smith & Wesson in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 74 reducing their positions, and 17 closing their positions.
147% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 17
24% more capital invested
Capital invested by funds: $850M → $1.05B (+$201M)
14% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 74
12% more funds holding
Funds holding: 207 → 231 (+24)
19% less call options, than puts
Call options by funds: $32.2M | Put options by funds: $39.6M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$45.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$36.5M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$18M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$15.1M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.3M |
| 2 |
Morgan Stanley
New York
|
-$23.5M |
| 3 |
Renaissance Technologies
New York
|
-$19.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.4M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$18.2M |
SWBI Hedge Fund Activity: Q1 2016 in Review
231 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q1 2016, worth a combined $1.05B — up 24% from $850M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SWBI positions and 17 closed out — a net gain of 25 holders — while 84 added to existing stakes and 74 trimmed.
The largest buyer was Acadian Asset Management, opening a new position worth an estimated $45.6M. The largest seller was Fidelity Investments, exiting entirely with an estimated $26.3M sold.
- 231 institutional investors held Smith & Wesson (SWBI) as of Q1 2016, up from 207 in Q4 2015.
- Funds reported $1.05B of Smith & Wesson stock for Q1 2016, up 24% quarter-over-quarter.
- 42 funds opened new Smith & Wesson positions in Q1 2016 and 17 closed out, a net change of +25 holders.
- The largest Smith & Wesson buyer in Q1 2016 was Acadian Asset Management, an estimated $45.6M added.
- The largest Smith & Wesson seller in Q1 2016 was Fidelity Investments, an estimated $26.3M sold.
Based on aggregated 13F filings for Q1 2016.