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Smith & Wesson
SWBI

Overview Fund Activity

168 hedge funds and large institutions have $336M invested in Smith & Wesson in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
50
Reduced
41
Closed
22
Calls
$22.7M
Puts
$6.3M
Net Calls
+$16.4M
Net Calls Change
+$17M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$38.8M
2
UBS Group
2
UBS Group
Switzerland
$24.2M
3
BlackRock
3
BlackRock
New York
$53M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.4M
5
AG
5
Algert Global
California
$1.11M

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$6.06M
2
F1I
2
Fund 1 Investments
Puerto Rico
$0
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.45M
4
EF
4
Empowered Funds
Pennsylvania
$708K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
126
Group One Trading
Illinois
$8.83K +$8.83K +684 New
FGA
127
Fortis Group Advisors
New Jersey
$8.7K +$8.7K +674 New
AF
128
Allworth Financial
California
$6.89K – – –
JPWM
129
Jamison Private Wealth Management
Georgia
$6.79K +$6.79K +526 New
PFA
130
Pathway Financial Advisers
Indiana
$6.49K +$6.49K +503 New
BTI
131
Blue Trust Inc
Georgia
$6K – – –
SPIA
132
Steward Partners Investment Advisory
New York
$5.31K -$3.78K -293 -42%
PA
133
Parallel Advisors
California
$5.14K – – –
BFEC
134
Benjamin F. Edwards & Company
Missouri
$5K – – –
TVWM
135
Tower View Wealth Management
Wisconsin
$5K +$50 +4 +1%
NS
136
NBC Securities
Alabama
$5K +$5K +433 New
CAS
137
Coppell Advisory Solutions
Texas
$4.45K – – –
First Manhattan
138
First Manhattan
New York
$4.34K -$25.8K -2,000 -86%
TC
139
Truvestments Capital
Florida
$4K – – –
RDIA
140
RE Dickinson Investment Advisors
Iowa
$4K – – –
TFGT
141
TS Financial Group (TSFG)
Illinois
$4K – – –
WAS
142
Winch Advisory Services
Wisconsin
$4K +$41 +3 +1%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$3.9K – – –
GWM
144
Geneos Wealth Management
Colorado
$3.87K – – –
AAG
145
Armstrong Advisory Group
Massachusetts
$3.87K – – –
CIA
146
Cape Investment Advisory
Georgia
$3.38K -$6.67K -517 -66%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$3.07K -$7.22K -558 -70%
HCM
148
Highlander Capital Management
New Jersey
$3K +$3K +200 New
HWA
149
HHM Wealth Advisors
Tennessee
$2.58K – – –
AIC
150
Archer Investment Corporation
Indiana
$2.58K – – –
4 5
6
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