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Smith & Wesson
SWBI

Overview Fund Activity

216 hedge funds and large institutions have $530M invested in Smith & Wesson in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
3.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
65
Reduced
59
Closed
48
Calls
$14.8M
Puts
$21.4M
Net Calls
-$6.57M
Net Calls Change
+$4.71M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$10M
2
Man Group
Man Group
United Kingdom
$5.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.68M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.55M
5
CIM
Cambria Investment Management
California
$2.93M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3K
2
Wellington Management Group
Wellington Management Group
Massachusetts
$398K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$43.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$64.8M
5
BCM
Bridgeway Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$25.3K +1,453 +1,453%
MHR
152
Matthew Hamilton Rosenberg
$26K – – –
APA
153
American Portfolios Advisors
New York
$24.5K +$1.75K +100 +8%
NFSG
154
Newbridge Financial Services Group
Florida
$24K – – –
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
SIAP
156
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
US Bancorp
157
US Bancorp
Minnesota
$21K -$2.29K -131 -10%
NFG
158
Next Financial Group
Texas
$18K -$3.5K -200 -16%
LAIC
159
Lederer & Associates Investment Counsel
California
$17.5K +$17.5K +1,000 New
WAM
160
Wolverine Asset Management
Illinois
$15K +$15K +860 New
RE
161
RBC Europe
United Kingdom
$14.1K +$14.1K +810 New
EWM
162
Edge Wealth Management
New York
$14K – – –
AF
163
Allworth Financial
California
$14K +$2.26K +127 +19%
Macquarie Group
164
Macquarie Group
Australia
$13K -$6.15K -347 -32%
SWA
165
SOA Wealth Advisors
New York
$12K – – –
AIC
166
Ameritas Investment Company
Nebraska
$10.5K +$10.5K +601 New
AA
167
Ancora Advisors
Ohio
$10K – – –
LFG
168
Larson Financial Group
Missouri
$10K – – –
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +600 New
CFGS
170
Concourse Financial Group Securities
Alabama
$9K +$9K +491 New
TVWM
171
Tower View Wealth Management
Wisconsin
$7K -$6.5K -350 -48%
HNB
172
Huntington National Bank
Ohio
$7K – – –
LWA
173
Lowe Wealth Advisors
Maryland
$7K – – –
EIP
174
Ellis Investment Partners
Pennsylvania
$7K +$2.18K +122 +45%
MF
175
Manchester Financial
California
$7K +$3.15K +180 +82%
5 6
7
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