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Smith & Wesson
SWBI

Overview Fund Activity

168 hedge funds and large institutions have $307M invested in Smith & Wesson in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-26
Holders Change %
-13.4%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
56
Reduced
48
Closed
42
Calls
$9.21M
Puts
$10M
Net Calls
-$802K
Net Calls Change
+$3.94M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$20.3M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$3.61M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30.7M
4
Charles Schwab
4
Charles Schwab
California
$10.8M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$3.12M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$2.85M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
126
Steward Partners Investment Advisory
New York
$8.67K -$13.4K -1,088 -61%
GWM
127
Geneos Wealth Management
Colorado
$7.39K – – –
TF
128
TimeScale Financial
Massachusetts
$7.1K +$197 +16 +3%
AF
129
Allworth Financial
California
$6.57K – – –
LFG
130
Larson Financial Group
Missouri
$6.16K – – –
SIS
131
Strategic Investment Solutions
Illinois
$5.04K +$5.04K +410 New
BFEC
132
Benjamin F. Edwards & Company
Missouri
$5K – – –
TVWM
133
Tower View Wealth Management
Wisconsin
$5K +$88 +7 +2%
C
134
Covestor
United Kingdom
$5K +$1.38K +103 +38%
LWA
135
Lowe Wealth Advisors
Maryland
$4.92K – – –
PA
136
Parallel Advisors
California
$4.9K +$3.1K +252 +173%
RA
137
Rise Advisors
New York
$4.04K +$86 +7 +2%
TFGT
138
TS Financial Group (TSFG)
Illinois
$4K – – –
RDIA
139
RE Dickinson Investment Advisors
Iowa
$4K – – –
BTI
140
Blue Trust Inc
Georgia
$4K – – –
WAS
141
Winch Advisory Services
Wisconsin
$4K +$69 +5 +2%
TC
142
Truvestments Capital
Florida
$3.82K – – –
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$3.7K – – –
AAG
144
Armstrong Advisory Group
Massachusetts
$3.69K – – –
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$2.9K +$62 +5 +2%
IAIM
146
International Assets Investment Management
Florida
$2.76K +$2.76K +224 New
HWA
147
HHM Wealth Advisors
Tennessee
$2.46K – – –
AIC
148
Archer Investment Corporation
Indiana
$2.46K – – –
BBPWM
149
Blue Bell Private Wealth Management
Pennsylvania
$2.46K – – –
GWS
150
Glassman Wealth Services
Virginia
$2.07K +$1.29K +105 +167%
4 5
6
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