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Smith & Wesson
SWBI

185 hedge funds and large institutions have $476M invested in Smith & Wesson in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $12.7M

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

27% more capital invested

Capital invested by funds: $374M → $476M (+$102M)

3% more funds holding

Funds holding: 179 → 185 (+6)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.18% less ownership

Funds ownership: 60.41% → 60.23% (-0.18%)

Holders
185
Holders Change
+6
Holders Change %
+3.35%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
55
Reduced
51
Closed
19
Calls
$24.8M
Puts
$12.7M
Net Calls
+$12.2M
Net Calls Change
+$2.86M

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.4M
2
American Century Companies
American Century Companies
Missouri
+$2.25M
3
CCIA
Campbell & Co Investment Adviser
Maryland
+$1.64M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.64M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
F1I
Fund 1 Investments
Puerto Rico
-$4.79M
2
UBS Group
UBS Group
Switzerland
-$2.82M
3
BlackRock
BlackRock
New York
-$2.23M
4
PI
PEAK6 Investments
Illinois
-$1.89M
5
Goldman Sachs
Goldman Sachs
New York
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$5.12K +$4.26K +295 New
RDIA
152
RE Dickinson Investment Advisors
Iowa
$5K – – –
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$4.9K – – –
CIA
154
Cape Investment Advisory
Georgia
$4.63K +$29 +2 +0.8%
BC
155
Barrett & Company
Rhode Island
$4.08K -$7.82K -542 -70%
AAG
156
Armstrong Advisory Group
Massachusetts
$4.07K – – –
AIC
157
Archer Investment Corporation
Indiana
$3.5K +$29 +2 +1%
HCM
158
Highlander Capital Management
New Jersey
$3.47K – – –
EWA
159
EverSource Wealth Advisors
Alabama
$2.73K – – –
PS
160
Principal Securities
Iowa
$2.6K – – –
NA
161
NewEdge Advisors
Louisiana
$2.08K +$289 +20 +20%
Simplex Trading
162
Simplex Trading
Illinois
$2K -$70.2K -4,865 -97%
TCM
163
Tradewinds Capital Management
Washington
$1.74K – – –
IGWM
164
ICA Group Wealth Management
Colorado
$1.44K +$851 +59 +246%
HNB
165
Huntington National Bank
Ohio
$1.39K +$1.15K +80 New
HGERS
166
Householder Group Estate & Retirement Specialist
Arizona
$1.34K +$1.11K +77 New
QL
167
Quarry LP
New York
$1.28K +$1.07K +74 New
RA
168
Rise Advisors
New York
$1.24K +$14 +1 +1%
NRG
169
Nemes Rush Group
Michigan
$1.08K – – –
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$961 +$505 +35 +175%
AGWCA
171
Annis Gardner Whiting Capital Advisors
Florida
$874 +$721 +50 New
HWM
172
HighMark Wealth Management
Minnesota
$871 – – –
CA
173
CoreCap Advisors
Michigan
$868 +$721 +50 New
WIM
174
Westside Investment Management
California
$608 – – –
GI
175
Gradient Investments
Minnesota
$521 -$721 -50 -63%
5 6
7
8 9

SWBI Hedge Fund Activity: Q1 2024 in Review

185 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q1 2024, worth a combined $476M — up 27% from $374M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SWBI positions and 19 closed out — a net gain of 10 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $6.4M. The largest seller was Fund 1 Investments, exiting entirely with an estimated $4.79M sold.

  • 185 institutional investors held Smith & Wesson (SWBI) as of Q1 2024, up from 179 in Q4 2023.
  • Funds reported $476M of Smith & Wesson stock for Q1 2024, up 27% quarter-over-quarter.
  • 29 funds opened new Smith & Wesson positions in Q1 2024 and 19 closed out, a net change of +10 holders.
  • The largest Smith & Wesson buyer in Q1 2024 was Arrowstreet Capital, an estimated $6.4M added.
  • The largest Smith & Wesson seller in Q1 2024 was Fund 1 Investments, an estimated $4.79M sold.

Based on aggregated 13F filings for Q1 2024.