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Smith & Wesson
SWBI

Overview Fund Activity

206 hedge funds and large institutions have $274M invested in Smith & Wesson in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-16
Holders Change %
-7.21%
% of All Funds
3.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
78
Reduced
52
Closed
36
Calls
$12.5M
Puts
$12.6M
Net Calls
-$118K
Net Calls Change
-$4.05M

Top Buyers

1
BCM
1
Bridgeway Capital Management
Texas
$7.22M
2
PCM
2
Punch Card Management
Florida
$8.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.79M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.81M
5
Man Group
5
Man Group
United Kingdom
$2.01M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.1M
3
Prudential Financial
3
Prudential Financial
New Jersey
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.06M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$12K +$224 +21 +2%
WFA
152
Wipfli Financial Advisors
Wisconsin
$12K +$12K +1,149 New
PFBT
153
Parkside Financial Bank & Trust
Missouri
$11K +$87 +8 +0.8%
HWMA
154
Heritage Wealth Management (Arizona)
Arizona
$10K – – –
SAM
155
Strategic Asset Management
Minnesota
$10K +$5K +500 +100%
EWM
156
Empirical Wealth Management
Washington
$10K +$10K +923 New
BFEC
157
Benjamin F. Edwards & Company
Missouri
$8K -$126K -12,600 -94%
Lazard Asset Management
158
Lazard Asset Management
New York
$8K – – –
CFGS
159
Concourse Financial Group Securities
Alabama
$8K – – –
NFSG
160
Newbridge Financial Services Group
Florida
$7K – – –
SWA
161
SOA Wealth Advisors
New York
$7K +$49 +5 +0.7%
BC
162
Barrett & Company
Rhode Island
$6.56K +$6.56K +756 New
TF
163
TimeScale Financial
Massachusetts
$6K +$32 +3 +0.5%
AF
164
Allworth Financial
California
$6K +$110 +10 +2%
LFG
165
Larson Financial Group
Missouri
$5K – – –
CAC
166
Core Alternative Capital
Georgia
$5K – – –
EIP
167
Ellis Investment Partners
Pennsylvania
$5K +$30 +3 +0.6%
LWA
168
Lowe Wealth Advisors
Maryland
$4K – – –
TFGT
169
TS Financial Group (TSFG)
Illinois
$4K – – –
EWM
170
Evermay Wealth Management
Virginia
$4K – – –
TVWM
171
Tower View Wealth Management
Wisconsin
$4K +$31 +3 +0.8%
MCC
172
Money Concepts Capital
Florida
$4K +$30 +3 +0.8%
FFC
173
First Financial Corp
Indiana
$3K – – –
CCM
174
Covington Capital Management
California
$3K – – –
RDIA
175
RE Dickinson Investment Advisors
Iowa
$3K – – –
5 6
7
8 9