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Smith & Wesson
SWBI

Overview Fund Activity

168 hedge funds and large institutions have $307M invested in Smith & Wesson in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-26
Holders Change %
-13.4%
% of All Funds
2.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
56
Reduced
48
Closed
42
Calls
$9.21M
Puts
$10M
Net Calls
-$802K
Net Calls Change
+$3.94M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$20.3M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$3.61M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30.7M
4
Charles Schwab
4
Charles Schwab
California
$10.8M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$3.12M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$2.85M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
151
Quadrant Capital Group
Ohio
$1.69K +$443 +36 +36%
TCM
152
Tradewinds Capital Management
Washington
$1.3K +$1.3K +105 New
NA
153
NewEdge Advisors
Louisiana
$1.24K -$6.15K -500 -83%
PWMG
154
Prestige Wealth Management Group
New Jersey
$1.23K – – –
FWM
155
Focused Wealth Management
New York
$916 +$12 +1 +1%
CP
156
Castleview Partners
Texas
$862 – – –
HWM
157
HighMark Wealth Management
Minnesota
$618 – – –
WIM
158
Westside Investment Management
California
$431 – – –
GI
159
Gradient Investments
Minnesota
$369 – – –
CA
160
Clearstead Advisors
Ohio
$357 – – –
LWP
161
Lumature Wealth Partners
Georgia
$308 +$308 +25 New
IGWM
162
ICA Group Wealth Management
Colorado
$289 – – –
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$257 -$13 -1,021 -5%
CWA
164
Clearview Wealth Advisors
Oregon
$246 – – –
WWP
165
WR Wealth Planners
Missouri
$234 – – –
S
166
SignatureFD
Georgia
$185 +$185 +15 New
SWA
167
Sutton Wealth Advisors
Florida
$111 – – –
LC
168
Lindbrook Capital
California
$12 – – –
First Trust Advisors
169
First Trust Advisors
Illinois
– -$9.83M -1,132,867 Closed
Jacobs Levy Equity Management
170
Jacobs Levy Equity Management
New Jersey
– -$2.96M -340,984 Closed
Federated Hermes
171
Federated Hermes
Pennsylvania
– -$2.02M -233,260 Closed
ETM
172
Euclidean Technologies Management
Washington
– -$1.28M -147,094 Closed
Boston Partners
173
Boston Partners
Massachusetts
– -$649K -74,734 Closed
CSS
174
Cubist Systematic Strategies
Connecticut
– -$562K -64,799 Closed
Man Group
175
Man Group
United Kingdom
– -$441K -50,752 Closed
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7
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