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Smith & Wesson
SWBI

Overview Fund Activity

231 hedge funds and large institutions have $448M invested in Smith & Wesson in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 55 increasing their positions, 78 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
3.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
47
Increased
55
Reduced
78
Closed
40
Calls
$18.7M
Puts
$27.6M
Net Calls
-$8.91M
Net Calls Change
-$9.2M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$4.51M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$5.56M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$2.82M
4
PI
4
Putnam Investments
Massachusetts
$2.23M
5
Prudential Financial
5
Prudential Financial
New Jersey
$14.4M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$1.35M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$53.8M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$269K
4
Millennium Management
4
Millennium Management
New York
$7.64M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
176
Dark Forest Capital Management
Puerto Rico
$11K +$7.32K +410 +199%
AF
177
Allworth Financial
California
$10K – – –
AA
178
Ancora Advisors
Ohio
$10K – – –
TF
179
TimeScale Financial
Massachusetts
$10K +$10K +553 New
MA
180
Montag & Associates
Georgia
$9K -$62.7K -3,350 -87%
PA
181
PSI Advisors
Florida
$9K -$2.23K -125 -20%
TCWA
182
Ten Capital Wealth Advisors
Washington
$9K – – –
LFG
183
Larson Financial Group
Missouri
$9K – – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$9K +$9K +500 New
CAM
185
ClariVest Asset Management
California
$8K -$473K -24,929 -98%
PA
186
Parallel Advisors
California
$8K +$319 +17 +4%
EIP
187
Ellis Investment Partners
Pennsylvania
$8K +$1.62K +100 +25%
LWA
188
Lowe Wealth Advisors
Maryland
$7K – – –
TVWM
189
Tower View Wealth Management
Wisconsin
$7K – – –
EWM
190
Evermay Wealth Management
Virginia
$7K +$7K +400 New
MWA
191
Miller Wealth Advisors
Colorado
$7K +$7K +410 New
FCA
192
FinTrust Capital Advisors
South Carolina
$6K – – –
TFGT
193
TS Financial Group (TSFG)
Illinois
$6K – – –
CCM
194
Covington Capital Management
California
$6K – – –
WAS
195
Winch Advisory Services
Wisconsin
$5K – – –
FFC
196
First Financial Corp
Indiana
$5K – – –
OIA
197
Optimum Investment Advisors
Illinois
$5K – – –
S
198
SignatureFD
Georgia
$5K +$3.25K +190 +186%
LPWM
199
Lake Point Wealth Management
Texas
$5K +$5K +295 New
RDIA
200
RE Dickinson Investment Advisors
Iowa
$5K +$5K +300 New
6 7
8
9 10