SWBI icon

Smith & Wesson
SWBI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
33
Reduced
54
Closed
24
Calls
$15M
Puts
$4.23M
Net Calls
+$10.8M
Net Calls Change
+$976K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$24.8M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.25M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$3.76M
5
CAM
5
ClariVest Asset Management
California
$2.38M

Top Sellers

1
GF
1
Greenhouse Funds
Maryland
$2.32M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$62K
3
Walleye Trading
3
Walleye Trading
New York
$6.15M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$28.1M
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
101
Cubist Systematic Strategies
Connecticut
$48K +$46.2K +6,538 +2,515%
CG
102
Cutler Group
California
$47K -$250K -35,360 -84%
AIP
103
Ameritas Investment Partners
Nebraska
$44K – – –
WLPWM
104
Walled Lake Planning & Wealth Management
Illinois
$37K +$37K +5,204 New
Canada Life
105
Canada Life
Manitoba, Canada
$32K – – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$27K – – –
VCP
107
Verus Capital Partners
Arizona
$24K +$24K +3,301 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
KFS
109
Kelly Financial Services
Massachusetts
$18.2K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$17K – – –
ARMC
111
American Research & Management Company
Massachusetts
$15K – – –
TVWM
112
Tower View Wealth Management
Wisconsin
$11K +$7.38K +995 +204%
IA
113
IFP Advisors
Florida
$10K -$8.52K -1,281 -46%
NFG
114
Next Financial Group
Texas
$10K +$10K +1,362 New
AIC
115
Archer Investment Corporation
Indiana
$10K +$10K +1,382 New
AF
116
Allworth Financial
California
$6K – – –
FHA
117
Flagship Harbor Advisors
Massachusetts
$6K – – –
KPW
118
Kore Private Wealth
New York
$5K +$5K +769 New
Simplex Trading
119
Simplex Trading
Illinois
$4K -$57.8K -9,734 -94%
QAM
120
QCI Asset Management
New York
$4K – – –
TI
121
tru Independence
Oregon
$4K +$4K +651 New
LWM
122
Lenox Wealth Management
Ohio
$3K – – –
FEG
123
Financial Enhancement Group
Indiana
$3K – – –
TFGT
124
TS Financial Group (TSFG)
Illinois
$3K – – –
FFC
125
First Financial Corp
Indiana
$3K +$3K +390 New
3 4
5
6 7