SWBI icon

Smith & Wesson
SWBI

Overview Fund Activity

171 hedge funds and large institutions have $607M invested in Smith & Wesson in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-9
Holders Change %
-5%
% of All Funds
4.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
54
Reduced
47
Closed
35
Calls
$15.9M
Puts
$15.2M
Net Calls
+$707K
Net Calls Change
-$18.1M

Top Buyers

1
Invesco
Invesco
Georgia
$65.3M
2
CS
Credit Suisse
Switzerland
$22.1M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$11.6M
4
BlackRock
BlackRock
New York
$84M
5
LM
Luminus Management
Texas
$7.05M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$66.6M
2
MCM
Melvin Capital Management
New York
$0
3
AP
AHL Partners
United Kingdom
$0
4
Citadel Advisors
Citadel Advisors
Florida
$18.5M
5
PCM
Peregrine Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$40K – – –
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$31K – – –
CG
128
Cutler Group
California
$30K -$415K -35,563 -93%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$25K – – –
ARMC
130
American Research & Management Company
Massachusetts
$24K – – –
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$21K – – –
ASN
132
Advisory Services Network
Georgia
$19K -$9.3K -780 -33%
NFG
133
Next Financial Group
Texas
$18K +$2.53K +234 +16%
KPCM
134
Kings Point Capital Management
New York
$15K – – –
AFNAS
135
American Financial Network Advisory Services
California
$15K +$15K +1,255 New
IF
136
Ironwood Financial
Arizona
$14K – – –
MAM
137
Meeder Asset Management
Ohio
$13K +$8.84K +749 +212%
AF
138
Allworth Financial
California
$10K – – –
VFA
139
Valeo Financial Advisors
Indiana
$8K +$8K +696 New
PMFA
140
Plante Moran Financial Advisors
Michigan
$7K – – –
SEI Investments
141
SEI Investments
Pennsylvania
$6K -$3.23K -305 -35%
ST
142
Smithfield Trust
Pennsylvania
$6K +$6K +515 New
Parallax Volatility Advisers
143
Parallax Volatility Advisers
California
$6K +$6K +522 New
LWA
144
Lowe Wealth Advisors
Maryland
$6K +$6K +531 New
GT
145
Glenmede Trust
Pennsylvania
$5K -$666K -67,756 -99%
DBT
146
Dubuque Bank & Trust
Iowa
$5K – – –
CCMW
147
Cypress Capital Management (Wyoming)
Wyoming
$5K – – –
PA
148
Parallel Advisors
California
$5K – – –
LWM
149
Lenox Wealth Management
Ohio
$4K – – –
CTC
150
Central Trust Company
Missouri
$3K – – –
4 5
6
7 8