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Smith & Wesson
SWBI

Overview Fund Activity

181 hedge funds and large institutions have $244M invested in Smith & Wesson in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 41 closing their positions.

Holders
181
Holders Change
-8
Holders Change %
-4.23%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
38
Increased
57
Reduced
51
Closed
41
Calls
$10M
Puts
$5.81M
Net Calls
+$4.19M
Net Calls Change
+$4.9M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$2.05M
2
HF
2
HRT Financial
New York
$1.4M
3
UBS Group
3
UBS Group
Switzerland
$1.69M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.09M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$5.09M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.02M
4
Bank of America
4
Bank of America
North Carolina
$249K
5
American Century Companies
5
American Century Companies
Missouri
$9.87M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
101
Wedbush Securities
California
$108K 10,650 – –
CIP
102
Cornerstone Investment Partners
Georgia
$107K 10,620 +15 +0.1%
Truist Financial
103
Truist Financial
North Carolina
$104K 10,338 +6 +0.1%
VHAM
104
Van Hulzen Asset Management
California
$93.8K 9,280 +9,280 New
KK
105
KLP Kapitalforvaltning
Norway
$90.9K 8,900 +8,900 New
Walleye Trading
106
Walleye Trading
New York
$78.8K 7,795 +7,795 New
PD
107
Point72 (DIFC)
United Arab Emirates
$77.3K 7,646 +7,646 New
BTI
108
Blue Trust Inc
Georgia
$63.1K 6,240 -6,439 -51%
HT
109
Headlands Technologies
Illinois
$60.3K 5,971 +1,867 +45%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$58.3K 5,772 – –
CM
111
Caption Management
Oklahoma
$50.5K 5,000 +5,000 New
Jones Financial Companies
112
Jones Financial Companies
Missouri
$49.8K 4,933 +3,476 +239%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$47.6K 4,714 -886 -16%
SAS
114
Spurstone Advisory Services
Connecticut
$47.5K 4,700 +4,700 New
Canada Life
115
Canada Life
Manitoba, Canada
$47K 4,692 – –
AIP
116
Ameritas Investment Partners
Nebraska
$45.6K 4,512 – –
IWM
117
IMG Wealth Management
Florida
$43.9K 4,344 +4,344 New
CCM
118
Copeland Capital Management
Pennsylvania
$41.2K 4,073 +60 +1%
RDIA
119
RE Dickinson Investment Advisors
Iowa
$30K 300 – –
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$25K 2,490 -609 -20%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.7K 2,444 +113 +5%
BAM
122
Byrne Asset Management
New Jersey
– – -1,500 Closed
SWM
123
Spire Wealth Management
Virginia
$18.4K 1,820 +10 +0.6%
AB
124
Amalgamated Bank
New York
$17K 1,651 – –
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$16.7K 1,648 – –
3 4
5
6 7