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Smith & Wesson
SWBI

Overview Fund Activity

222 hedge funds and large institutions have $354M invested in Smith & Wesson in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
–
Holders Change %
0%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
68
Reduced
61
Closed
22
Calls
$27.3M
Puts
$23.4M
Net Calls
+$3.93M
Net Calls Change
+$2.49M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.41M
2
PCM
2
Punch Card Management
Florida
$6.88M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$10M
4
PCR
4
Potrero Capital Research
California
$4.89M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$28.2M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$5.23M
2
Capital Fund Management (CFM)
2
Capital Fund Management (CFM)
France
$255K
3
UBS Group
3
UBS Group
Switzerland
$617K
4
Man Group
4
Man Group
United Kingdom
$4.18M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$38K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$38K – – –
Canada Life
153
Canada Life
Manitoba, Canada
$32K – – –
SPIA
154
Steward Partners Investment Advisory
New York
$31K -$927 -70 -3%
SWM
155
SeaCrest Wealth Management
New York
$28K +$28K +2,110 New
TRCT
156
Tower Research Capital (TRC)
New York
$27K +$19.7K +1,543 +268%
APA
157
American Portfolios Advisors
New York
$22.6K +$3.14K +239 +16%
ARMC
158
American Research & Management Company
Massachusetts
$21K – – –
Canada Pension Plan Investment Board
159
Canada Pension Plan Investment Board
Ontario, Canada
$21K – – –
MHR
160
Matthew Hamilton Rosenberg
$20K – – –
ECM
161
Estabrook Capital Management
New York
$17.7K – – –
CWC
162
Carolinas Wealth Consulting
North Carolina
$15K – – –
BTI
163
Blue Trust Inc
Georgia
$15K +$15K +993 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$14K +$635 +50 +5%
HWMA
165
Heritage Wealth Management (Arizona)
Arizona
$13.1K -$657 -50 -5%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$13K – – –
PFBT
167
Parkside Financial Bank & Trust
Missouri
$13K +$65 +5 +0.5%
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$13K +$1.62K +122 +14%
CFGS
169
Concourse Financial Group Securities
Alabama
$11K – – –
Lazard Asset Management
170
Lazard Asset Management
New York
$10K -$33K -2,705 -77%
NFSG
171
Newbridge Financial Services Group
Florida
$9K – – –
SWA
172
SOA Wealth Advisors
New York
$9K +$50 +4 +0.6%
AF
173
Allworth Financial
California
$7K – – –
LFG
174
Larson Financial Group
Missouri
$7K – – –
CAC
175
Core Alternative Capital
Georgia
$7K – – –
5 6
7
8 9