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Smith & Wesson
SWBI

Overview Fund Activity

199 hedge funds and large institutions have $789M invested in Smith & Wesson in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 45 increasing their positions, 59 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
4.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
56
Increased
45
Reduced
59
Closed
47
Calls
$24M
Puts
$18.5M
Net Calls
+$5.5M
Net Calls Change
+$608K

Top Buyers

1
BlackRock
BlackRock
New York
$93.8M
2
Invesco
Invesco
Georgia
$45.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$174M
4
Norges Bank
Norges Bank
Norway
$23.8M
5
PCM
Peregrine Capital Management
Minnesota
$8.22M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$17.6M
2
OAM
Origin Asset Management
United Kingdom
$239K
3
JIM
Jupiter Investment Management
United Kingdom
$0
4
BHC
Bowen Hanes & Co
Florida
$198K
5
Charles Schwab
Charles Schwab
California
$5.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
WFG Advisors
Texas
$56K +$56K +3,701 New
FPF
152
FNY Partners Fund
New York
$49K +$49K +3,253 New
SPIA
153
Steward Partners Investment Advisory
New York
$48K +$5.85K +390 +14%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$46K +$2.48K +163 +6%
SF
155
Synovus Financial
Georgia
$43K – – –
TDC
156
Thompson Davis & Co
Virginia
$42K – – –
DADC
157
D.A. Davidson & Co
Montana
$39K -$1.95K -130 -5%
ASN
158
Advisory Services Network
Georgia
$36K +$36K +2,374 New
BFEC
159
Benjamin F. Edwards & Company
Missouri
$33K -$2K -130 -6%
ARMC
160
American Research & Management Company
Massachusetts
$32K – – –
NFG
161
Next Financial Group
Texas
$31K -$30.1K -1,767 -49%
AA
162
Apriem Advisors
California
$31K – – –
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$27K – – –
SA
164
SpiderRock Advisors
Delaware
$25K – – –
FANJ
165
Financial Architects (New Jersey)
New Jersey
$22K +$22K +1,431 New
KPCM
166
Kings Point Capital Management
New York
$20K +$20K +1,301 New
IF
167
Ironwood Financial
Arizona
$19K +$19K +1,236 New
AF
168
Allworth Financial
California
$12K +$5.38K +366 +81%
TCOV
169
Trust Company of Vermont
Vermont
$10K – – –
TWI
170
Thomas White International
Illinois
$10K +$3.3K +224 +49%
KKAMG
171
Kernodle & Katon Asset Management Group
Arkansas
$10K +$10K +651 New
CFA
172
Camarda Financial Advisors
Florida
$10K +$10K +651 New
SEI Investments
173
SEI Investments
Pennsylvania
$10K +$10K +686 New
PMFA
174
Plante Moran Financial Advisors
Michigan
$9K – – –
PA
175
Parallel Advisors
California
$8K – – –
5 6
7
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