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Smith & Wesson
SWBI

Overview Fund Activity

231 hedge funds and large institutions have $448M invested in Smith & Wesson in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 55 increasing their positions, 78 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
47
Increased
55
Reduced
78
Closed
40
Calls
$18.7M
Puts
$27.6M
Net Calls
-$8.91M
Net Calls Change
-$9.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$4.51M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$5.56M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$2.82M
4
PI
4
Putnam Investments
Massachusetts
$2.23M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.4M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$1.35M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$53.8M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$269K
4
Millennium Management
4
Millennium Management
New York
$7.64M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Byrne Asset Management
New Jersey
$37K +$37K +2,089 New
SPIA
152
Steward Partners Investment Advisory
New York
$35K +$8.1K +458 +30%
EBA
153
Eagle Bay Advisors
New York
$34K +$8.29K +462 +32%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$33K -$2.91K -170 -8%
CFD
155
Creative Financial Designs
Indiana
$32K -$7.11K -400 -18%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$1.8K +100 +7%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$28K -$3.16K -177 -10%
ARMC
158
American Research & Management Company
Massachusetts
$28K – – –
CMF
159
Counterpoint Mutual Funds
California
$28K +$10.9K +611 +63%
MHR
160
Matthew Hamilton Rosenberg
$27K – – –
APA
161
American Portfolios Advisors
New York
$26.3K +$5.34K +300 +25%
ECM
162
Estabrook Capital Management
New York
$24K +$24K +1,350 New
SIAP
163
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
US Bancorp
164
US Bancorp
Minnesota
$20K -$3.76K -212 -16%
CA
165
CoreCap Advisors
Michigan
$20K +$20K +1,125 New
CWC
166
Carolinas Wealth Consulting
North Carolina
$20K +$20K +1,139 New
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$19K +$19K +1,055 New
SIS
168
Sound Income Strategies
Florida
$18K +$18K +1,000 New
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$17K -$2.21K -130 -12%
EWM
170
Edge Wealth Management
New York
$14K – – –
CFGS
171
Concourse Financial Group Securities
Alabama
$14K +$4.49K +260 +47%
CA
172
Cornerstone Advisory
Maryland
$14K +$14K +811 New
Fidelity Investments
173
Fidelity Investments
Massachusetts
$13K +$3.48K +187 +37%
SWA
174
SOA Wealth Advisors
New York
$12K – – –
NFSG
175
Newbridge Financial Services Group
Florida
$12K – – –
5 6
7
8 9