SWBI icon

Smith & Wesson
SWBI

Overview Fund Activity

194 hedge funds and large institutions have $201M invested in Smith & Wesson in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 33 closing their positions.

Holders
194
Holders Change
-12
Holders Change %
-5.83%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
60
Reduced
62
Closed
33
Calls
$5.33M
Puts
$10.1M
Net Calls
-$4.74M
Net Calls Change
-$4.62M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$9.83M
2
BlackRock
2
BlackRock
New York
$34.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$4.82M
5
American Century Companies
5
American Century Companies
Missouri
$4.4M

Top Sellers

1
PCR
1
Potrero Capital Research
California
$0
2
Victory Capital Management
2
Victory Capital Management
Texas
$1.38M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$2.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.32M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$25.8K -$2.27K -261 -8%
SWM
127
Spire Wealth Management
Virginia
$25K -$7.26K -841 -23%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$25K – – –
First Manhattan
129
First Manhattan
New York
$20.3K -$74.4K -8,577 -79%
IA
130
IFP Advisors
Florida
$20K -$19.1K -1,290 -49%
Dimensional Fund Advisors
131
Dimensional Fund Advisors
Texas
$19.9K +$601 +69,272 +3%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$16K +$6.33K +735 +65%
SPIA
133
Steward Partners Investment Advisory
New York
$15.6K -$4.78K -551 -24%
TRCT
134
Tower Research Capital (TRC)
New York
$15K -$94.9K -10,512 -86%
BWP
135
Baldwin Wealth Partners
Massachusetts
$13.9K +$13.9K +1,600 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$13.4K +$13.4K +1,548 New
MHR
137
Matthew Hamilton Rosenberg
$13K – – –
SAM
138
S.A. Mason
Michigan
$12.8K -$4.12K -475 -24%
ECM
139
Estabrook Capital Management
New York
$11.7K – – –
PFA
140
Pathway Financial Advisers
Indiana
$10.4K +$10.4K +1,196 New
MCC
141
Money Concepts Capital
Florida
$10.3K +$6.86K +790 +198%
CWC
142
Carolinas Wealth Consulting
North Carolina
$10.2K +$97 +11 +1%
CFGS
143
Concourse Financial Group Securities
Alabama
$9.73K +$2.63K +300 +37%
HI
144
Harbour Investments
Wisconsin
$9.55K -$50.3K -5,800 -84%
QL
145
Quarry LP
New York
$8.12K +$8.12K +936 New
Lazard Asset Management
146
Lazard Asset Management
New York
$7K – – –
BC
147
Barrett & Company
Rhode Island
$6.56K – – –
SWA
148
SOA Wealth Advisors
New York
$6.31K +$61 +7 +1%
NFSG
149
Newbridge Financial Services Group
Florida
$6.08K – – –
TF
150
TimeScale Financial
Massachusetts
$5.81K +$10 +1 +0.2%
4 5
6
7 8