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Smith & Wesson
SWBI

Overview Fund Activity

168 hedge funds and large institutions have $336M invested in Smith & Wesson in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 22 closing their positions.

Holders
168
Holders Change
+5
Holders Change %
+3.07%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
50
Reduced
41
Closed
22
Calls
$22.7M
Puts
$6.3M
Net Calls
+$16.4M
Net Calls Change
+$17M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$38.8M
2
UBS Group
2
UBS Group
Switzerland
$24.2M
3
BlackRock
3
BlackRock
New York
$53M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$45.4M
5
AG
5
Algert Global
California
$1.11M

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$6.06M
2
F1I
2
Fund 1 Investments
Puerto Rico
$0
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$3.45M
4
EF
4
Empowered Funds
Pennsylvania
$708K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
151
Rise Advisors
New York
$2.2K +$13 +1 +0.6%
GWS
152
Glassman Wealth Services
Virginia
$2.17K – – –
EWA
153
EverSource Wealth Advisors
Alabama
$2.08K +$1.18K +91 +130%
QCG
154
Quadrant Capital Group
Ohio
$1.77K – – –
Creative Planning
155
Creative Planning
Kansas
$1.58K +$1.58K +122 New
NA
156
NewEdge Advisors
Louisiana
$1.29K – – –
TCM
157
Tradewinds Capital Management
Washington
$1.29K – – –
FWM
158
Focused Wealth Management
New York
$969 +$13 +1 +1%
NRG
159
Nemes Rush Group
Michigan
$789 +$13 +1 +2%
CA
160
Clearstead Advisors
Ohio
$750 +$375 +29 +100%
HWM
161
HighMark Wealth Management
Minnesota
$648 – – –
WIM
162
Westside Investment Management
California
$452 – – –
GI
163
Gradient Investments
Minnesota
$387 – – –
QT
164
Quantbot Technologies
New York
$361 +$361 +28 New
WWP
165
WR Wealth Planners
Missouri
$245 – – –
S
166
SignatureFD
Georgia
$194 – – –
SWA
167
Sutton Wealth Advisors
Florida
$117 – – –
LC
168
Lindbrook Capital
California
$13 – – –
F1I
169
Fund 1 Investments
Puerto Rico
– -$2.72M -208,416 Closed
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
– -$1.34M -99,568 Closed
Millennium Management
171
Millennium Management
New York
– -$969K -74,302 Closed
Axa
172
Axa
France
– -$923K -70,800 Closed
VF
173
Virtu Financial
New York
– -$406K -31,171 Closed
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
– -$226K -17,335 Closed
PIMG
175
Patriot Investment Management Group
Tennessee
– -$196K -15,065 Closed
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