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Smith & Wesson
SWBI

Overview Fund Activity

181 hedge funds and large institutions have $521M invested in Smith & Wesson in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+10
Holders Change %
+5.85%
% of All Funds
4.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
48
Reduced
46
Closed
37
Calls
$32.3M
Puts
$13.3M
Net Calls
+$19M
Net Calls Change
+$18.3M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$12.4M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$21.3M
3
LM
3
Luminus Management
Texas
$16.3M
4
SAM
4
Sheffield Asset Management
Illinois
$8M
5
Invesco
5
Invesco
Georgia
$62.4M

Top Sellers

1
PWAM
1
Park West Asset Management
California
$7.95M
2
Norges Bank
2
Norges Bank
Norway
$1.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.7M
4
SAM
4
Scopus Asset Management
New York
$0
5
UMA
5
USA Mutuals Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
151
Lenox Wealth Management
Ohio
$4K – – –
CCMW
152
Cypress Capital Management (Wyoming)
Wyoming
$4K – – –
RFC
153
Regions Financial Corp
Alabama
$4K +$4K +414 New
TA
154
Townsend & Associates
Colorado
$4K +$4K +423 New
SFG
155
SevenBridge Financial Group
Pennsylvania
$3K – – –
VIA
156
Vantage Investment Advisors
Pennsylvania
$3K – – –
CTC
157
Central Trust Company
Missouri
$3K – – –
CIBC Private Wealth Group
158
CIBC Private Wealth Group
Georgia
$3K +$3K +260 New
APA
159
American Portfolios Advisors
New York
$2.57K +$2.57K +260 New
PRS
160
Pinkerton Retirement Specialists
Idaho
$2K – – –
RAM
161
Riggs Asset Management
Pennsylvania
$2K – – –
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$2K – – –
GRP
163
Global Retirement Partners
California
$2K +$405 +33 +25%
GBBWRPM
164
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K +$2K +130 New
TFS
165
TrustCore Financial Services
Tennessee
$2K +$2K +156 New
SEI Investments
166
SEI Investments
Pennsylvania
$1K -$3.69K -446 -79%
AIS
167
Accurate Investment Solutions
Pennsylvania
$1K – – –
KF
168
Krilogy Financial
Missouri
$1K – – –
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
AAM
170
Advisors Asset Management
Colorado
$1K – – –
KTC
171
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
US Bancorp
172
US Bancorp
Minnesota
$1K – – –
MGIA
173
Moneta Group Investment Advisors
Missouri
$1K +$1K +65 New
SWM
174
SeaCrest Wealth Management
New York
$1K +$1K +130 New
TFA
175
Toth Financial Advisory
Virginia
$1K +$1K +130 New
5 6
7
8 9