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Smith & Wesson

190 hedge funds and large institutions have $347M invested in Smith & Wesson in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 48

1.55% more ownership

Funds ownership: 58.04%59.59% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $12.3M

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 194190 (-4)

8% less capital invested

Capital invested by funds: $379M → $347M (-$32.1M)

Holders
190
Holders Change
-4
Holders Change %
-2.06%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
71
Reduced
48
Closed
29
Calls
$11.6M
Puts
$12.3M
Net Calls
-$709K
Net Calls Change
-$1.52M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
SOA Wealth Advisors
New York
$20.5K +$188 +13 +0.8%
IA
127
IFP Advisors
Florida
$20.1K
Comerica Bank
128
Comerica Bank
Texas
$19.5K
BAM
129
Byrne Asset Management
New Jersey
$19.5K +$2.89K +200 +15%
MHR
130
Matthew Hamilton Rosenberg
$19.4K
Jones Financial Companies
131
Jones Financial Companies
Missouri
$19K +$5.31K +368 +34%
US Bancorp
132
US Bancorp
Minnesota
$18.4K
ECM
133
Estabrook Capital Management
New York
$17.5K
EWA
134
EverSource Wealth Advisors
Alabama
$14.2K +$14.4K +1,000 +1,099%
AF
135
Allworth Financial
California
$13.7K +$58 +4 +0.4%
Walleye Capital
136
Walleye Capital
New York
$12.8K -$218K -15,116 -94%
HI
137
Harbour Investments
Wisconsin
$11.4K -$14.4K -1,000 -53%
SPIA
138
Steward Partners Investment Advisory
New York
$10.4K +$7.22K +500 +167%
QCG
139
Quadrant Capital Group
Ohio
$9.11K -$549 -38 -5%
PBK
140
Peoples Bank (Kansas)
Kansas
$9.09K
CA
141
Continuum Advisory
Idaho
$9.09K +$10.1K +700 New
FGA
142
Fortis Group Advisors
New Jersey
$8.75K
PS
143
Principal Securities
Iowa
$8.28K +$4.16K +288 +82%
RIL
144
Rothschild Investment LLC
Illinois
$7.14K +$289 +20 +4%
JPWM
145
Jamison Private Wealth Management
Georgia
$7.06K +$72 +5 +0.9%
PFA
146
Pathway Financial Advisers
Indiana
$6.74K +$58 +4 +0.8%
CAS
147
Coppell Advisory Solutions
Texas
$6.58K
UCI
148
Uncommon Cents Investing
Wisconsin
$6.49K +$7.22K +500 New
PA
149
Parallel Advisors
California
$6.05K
CFGS
150
Concourse Financial Group Securities
Alabama
$6.03K -$7.94K -550 -54%

SWBI Hedge Fund Activity: Q3 2024 in Review

190 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q3 2024, worth a combined $347M — down 8.5% from $379M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SWBI and 27 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 71 added.

The largest buyer was Goldman Sachs, adding an estimated $7.44M. The largest seller was Jane Street, cutting an estimated $5.24M.

  • 190 institutional investors held Smith & Wesson (SWBI) as of Q3 2024, down from 194 in Q2 2024.
  • Funds reported $347M of Smith & Wesson stock for Q3 2024, down 8.5% quarter-over-quarter.
  • 27 funds opened new Smith & Wesson positions in Q3 2024 and 29 closed out, a net change of -2 holders.
  • The largest Smith & Wesson buyer in Q3 2024 was Goldman Sachs, an estimated $7.44M added.
  • The largest Smith & Wesson seller in Q3 2024 was Jane Street, an estimated $5.24M sold.

Based on aggregated 13F filings for Q3 2024.