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Smith & Wesson
SWBI

Overview Fund Activity

163 hedge funds and large institutions have $345M invested in Smith & Wesson in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
40
Reduced
42
Closed
21
Calls
$10.1M
Puts
$10.7M
Net Calls
-$578K
Net Calls Change
+$224K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$14.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$36.5M
3
F1I
Fund 1 Investments
Puerto Rico
$2.72M
4
EF
Empowered Funds
Pennsylvania
$2.23M
5
UBS Group
UBS Group
Switzerland
$23M

Top Sellers

1
CIM
Cambria Investment Management
California
$0
2
PI
PEAK6 Investments
Illinois
$126K
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.75M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$190K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Parallel Advisors
California
$5.19K – – –
BFEC
127
Benjamin F. Edwards & Company
Missouri
$5K – – –
TVWM
128
Tower View Wealth Management
Wisconsin
$5K – – –
SIS
129
Strategic Investment Solutions
Illinois
$4.76K – – –
TC
130
Truvestments Capital
Florida
$4.04K – – –
WAS
131
Winch Advisory Services
Wisconsin
$4K – – –
RDIA
132
RE Dickinson Investment Advisors
Iowa
$4K – – –
TFGT
133
TS Financial Group (TSFG)
Illinois
$4K – – –
GWM
134
Geneos Wealth Management
Colorado
$3.91K -$3.91K -300 -50%
AAG
135
Armstrong Advisory Group
Massachusetts
$3.91K – – –
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$3.9K – – –
SS
137
Sunbelt Securities
Texas
$3.39K +$3.39K +260 New
HT
138
Headlands Technologies
Illinois
$3.36K +$3.36K +258 New
HWA
139
HHM Wealth Advisors
Tennessee
$2.61K – – –
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$2.61K – – –
AIC
141
Archer Investment Corporation
Indiana
$2.61K – – –
RA
142
Rise Advisors
New York
$2.2K -$2.07K -159 -48%
GWS
143
Glassman Wealth Services
Virginia
$2.19K – – –
Walleye Capital
144
Walleye Capital
New York
$2.15K -$174K -13,378 -99%
QCG
145
Quadrant Capital Group
Ohio
$1.79K – – –
TCM
146
Tradewinds Capital Management
Washington
$1.3K -$65 -5 -5%
NA
147
NewEdge Advisors
Louisiana
$1.3K -$13 -1 -1%
PWMG
148
Prestige Wealth Management Group
New Jersey
$1.3K – – –
C
149
Covestor
United Kingdom
$1K -$5.13K -313 -84%
FWM
150
Focused Wealth Management
New York
$970 – – –
4 5
6
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