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Smith & Wesson
SWBI

179 hedge funds and large institutions have $374M invested in Smith & Wesson in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $13.4M

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

11% more capital invested

Capital invested by funds: $336M → $374M (+$37.5M)

6% more funds holding

Funds holding: 169 → 179 (+10)

3.99% more ownership

Funds ownership: 56.41% → 60.41% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
33
Increased
60
Reduced
40
Closed
22
Calls
$22.7M
Puts
$13.4M
Net Calls
+$9.31M
Net Calls Change
-$7.08M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.87M
2
F1I
Fund 1 Investments
Puerto Rico
+$4.86M
3
BlackRock
BlackRock
New York
+$3.89M
4
Morgan Stanley
Morgan Stanley
New York
+$3.65M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$4.94M
2
BCM
Bridgeway Capital Management
Texas
-$3.64M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.59M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.17M
5
AG
Algert Global
California
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$4.03K – – –
RDIA
152
RE Dickinson Investment Advisors
Iowa
$4K – – –
WAS
153
Winch Advisory Services
Wisconsin
$3.98K +$41 +3 +1%
CIA
154
Cape Investment Advisory
Georgia
$3.58K +$28 +2 +0.8%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$3.25K +$41 +3 +1%
AIC
156
Archer Investment Corporation
Indiana
$2.71K – – –
HCM
157
Highlander Capital Management
New Jersey
$2.71K – – –
RIM
158
Rockbridge Investment Management
New York
$2.71K +$2.75K +200 New
GWS
159
Glassman Wealth Services
Virginia
$2.28K – – –
EWA
160
EverSource Wealth Advisors
Alabama
$2.18K – – –
PS
161
Principal Securities
Iowa
$2.03K +$2.06K +150 New
NA
162
NewEdge Advisors
Louisiana
$1.36K – – –
TCM
163
Tradewinds Capital Management
Washington
$1.36K – – –
GI
164
Gradient Investments
Minnesota
$1.08K +$688 +50 +167%
FWM
165
Focused Wealth Management
New York
$1.03K +$14 +1 +1%
RA
166
Rise Advisors
New York
$961 -$1.36K -99 -58%
NRG
167
Nemes Rush Group
Michigan
$836 +$14 +1 +2%
HWM
168
HighMark Wealth Management
Minnesota
$681 – – –
WIM
169
Westside Investment Management
California
$475 – – –
CA
170
Clearstead Advisors
Ohio
$394 -$399 -29 -50%
IGWM
171
ICA Group Wealth Management
Colorado
$324 +$330 +24 New
VWWMG
172
Vermillion & White Wealth Management Group
Pennsylvania
$313 +$317 +23 New
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$271 -$27.3K -1,980 -99%
S
174
SignatureFD
Georgia
$203 – – –
FFA
175
Farther Finance Advisors
California
$81 +$83 +6 New
4 5 6
7
8

SWBI Hedge Fund Activity: Q4 2023 in Review

179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q4 2023, worth a combined $374M — up 11% from $336M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SWBI positions and 22 closed out — a net gain of 11 holders — while 60 added to existing stakes and 40 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $4.87M. The largest seller was Goldman Sachs, cutting an estimated $4.94M.

  • 179 institutional investors held Smith & Wesson (SWBI) as of Q4 2023, up from 169 in Q3 2023.
  • Funds reported $374M of Smith & Wesson stock for Q4 2023, up 11% quarter-over-quarter.
  • 33 funds opened new Smith & Wesson positions in Q4 2023 and 22 closed out, a net change of +11 holders.
  • The largest Smith & Wesson buyer in Q4 2023 was Arrowstreet Capital, an estimated $4.87M added.
  • The largest Smith & Wesson seller in Q4 2023 was Goldman Sachs, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2023.