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Smith & Wesson
SWBI

Overview Fund Activity

193 hedge funds and large institutions have $379M invested in Smith & Wesson in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+9
Holders Change %
+4.89%
% of All Funds
2.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
60
Reduced
51
Closed
24
Calls
$14.6M
Puts
$13.8M
Net Calls
+$815K
Net Calls Change
-$11.4M

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.43M
2
Millennium Management
2
Millennium Management
New York
$4.35M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$4.13M
4
American Century Companies
4
American Century Companies
Missouri
$15M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$2.95M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$833K
2
Goldman Sachs
2
Goldman Sachs
New York
$4.11M
3
Charles Schwab
3
Charles Schwab
California
$12.2M
4
CCIA
4
Campbell & Co Investment Adviser
Maryland
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPWM
151
Jamison Private Wealth Management
Georgia
$7.74K +$43 +3 +0.6%
RIL
152
Rothschild Investment LLC
Illinois
$7.6K -$5.38K -375 -41%
GI
153
GAMMA Investing
California
$7.46K +$1.68K +117 +29%
PFA
154
Pathway Financial Advisers
Indiana
$7.39K +$72 +5 +1%
CAS
155
Coppell Advisory Solutions
Texas
$7.24K +$7.24K +505 New
PA
156
Parallel Advisors
California
$6.68K – – –
NS
157
NBC Securities
Alabama
$6K – – –
PS
158
Principal Securities
Iowa
$5.02K +$2.87K +200 +133%
TFGT
159
TS Financial Group (TSFG)
Illinois
$5K – – –
SPIA
160
Steward Partners Investment Advisory
New York
$4.3K -$1.45K -101 -25%
AAG
161
Armstrong Advisory Group
Massachusetts
$4.3K – – –
RDIA
162
RE Dickinson Investment Advisors
Iowa
$4.3K – – –
WAS
163
Winch Advisory Services
Wisconsin
$4.28K +$29 +2 +0.7%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$4.23K – – –
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$3.49K -$2K -139 -36%
BC
166
Barrett & Company
Rhode Island
$3.37K – – –
GI
167
Gradient Investments
Minnesota
$3.3K +$2.87K +200 +667%
IAIM
168
International Assets Investment Management
Florida
$3.21K +$3.21K +224 New
AIC
169
Archer Investment Corporation
Indiana
$2.91K +$14 +1 +0.5%
MG
170
Mather Group
Illinois
$1.74K +$1.74K +100 New
NA
171
NewEdge Advisors
Louisiana
$1.72K – – –
EWA
172
EverSource Wealth Advisors
Alabama
$1.51K -$1.16K -70 -43%
DJSG
173
D.J. St. Germain
Massachusetts
$1.43K -$10K -700 -88%
TCM
174
Tradewinds Capital Management
Washington
$1.43K – – –
GTAM
175
Global Trust Asset Management
Florida
$1.43K +$1.43K +100 New
5 6
7
8 9