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Smith & Wesson
SWBI

Overview Fund Activity

216 hedge funds and large institutions have $530M invested in Smith & Wesson in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 59 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
3.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
43
Increased
65
Reduced
59
Closed
48
Calls
$14.8M
Puts
$21.4M
Net Calls
-$6.57M
Net Calls Change
+$4.71M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$10M
2
Man Group
Man Group
United Kingdom
$5.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.68M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.55M
5
CIM
Cambria Investment Management
California
$2.93M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3K
2
Wellington Management Group
Wellington Management Group
Massachusetts
$398K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$43.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$64.8M
5
BCM
Bridgeway Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
176
Meeder Asset Management
Ohio
$7K +$7K +378 New
CCM
177
Covington Capital Management
California
$6K – – –
FCA
178
FinTrust Capital Advisors
South Carolina
$6K – – –
PA
179
Parallel Advisors
California
$6K – – –
TFGT
180
TS Financial Group (TSFG)
Illinois
$6K – – –
CAGAS
181
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
GAM
182
Grandview Asset Management
Pennsylvania
$6K +$6K +320 New
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$5K -$8.33K -500 -63%
FFC
184
First Financial Corp
Indiana
$5K – – –
WAS
185
Winch Advisory Services
Wisconsin
$5K +$5K +276 New
CAC
186
Certified Advisory Corp
Florida
$5K +$5K +300 New
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
IPW
188
IronBridge Private Wealth
Texas
$4K – – –
VFA
189
Valeo Financial Advisors
Indiana
$4K +$16 +1 +0.4%
S
190
SignatureFD
Georgia
$4K +$1.03K +61 +35%
IAIM
191
International Assets Investment Management
Florida
$4K +$4K +224 New
AWM
192
Accel Wealth Management
Iowa
$4K +$4K +235 New
Fidelity Investments
193
Fidelity Investments
Massachusetts
$3K -$43.3M -2,005,613 -100%
LWANC
194
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +150 New
GLLW
195
Graves Light Lenhart Wealth
Virginia
$3K +$3K +150 New
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +200 New
PWMG
197
Prestige Wealth Management Group
New Jersey
$2K – – –
IF
198
Ironwood Financial
Arizona
$2K – – –
FHA
199
First Horizon Advisors
Tennessee
$2K +$1.33K +89 +198%
FI
200
FormulaFolio Investments
Michigan
$2K +$2K +100 New
6 7
8
9 10