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Smith & Wesson
SWBI

Overview Fund Activity

222 hedge funds and large institutions have $354M invested in Smith & Wesson in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
–
Holders Change %
0%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
68
Reduced
61
Closed
22
Calls
$27.3M
Puts
$23.4M
Net Calls
+$3.93M
Net Calls Change
+$2.49M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.41M
2
PCM
2
Punch Card Management
Florida
$6.88M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$10M
4
PCR
4
Potrero Capital Research
California
$4.89M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$28.2M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$5.23M
2
Capital Fund Management (CFM)
2
Capital Fund Management (CFM)
France
$255K
3
UBS Group
3
UBS Group
Switzerland
$617K
4
Man Group
4
Man Group
United Kingdom
$4.18M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Strategic Asset Management
Minnesota
$7K – – –
TF
177
TimeScale Financial
Massachusetts
$7K +$38 +3 +0.5%
EIP
178
Ellis Investment Partners
Pennsylvania
$6K – – –
MA
179
Montag & Associates
Georgia
$6K – – –
MCC
180
Money Concepts Capital
Florida
$5K -$9.9K -786 -66%
PA
181
Parallel Advisors
California
$5K -$532 -40 -10%
FCA
182
FinTrust Capital Advisors
South Carolina
$5K – – –
LWA
183
Lowe Wealth Advisors
Maryland
$5K – – –
EWM
184
Evermay Wealth Management
Virginia
$5K – – –
TVWM
185
Tower View Wealth Management
Wisconsin
$5K +$26 +2 +0.5%
PFS
186
Prospera Financial Services
Texas
$4K -$5.18K -356 -56%
RA
187
Rise Advisors
New York
$4K – – –
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$4K – – –
TFGT
189
TS Financial Group (TSFG)
Illinois
$4K – – –
WAS
190
Winch Advisory Services
Wisconsin
$4K – – –
FFC
191
First Financial Corp
Indiana
$4K – – –
CCM
192
Covington Capital Management
California
$4K – – –
TC
193
Truvestments Capital
Florida
$4K +$4K +310 New
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$21.4K -1,425 -88%
C
195
Covestor
United Kingdom
$3K -$245 -18 -8%
TCWA
196
Ten Capital Wealth Advisors
Washington
$3K – – –
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
BBPWM
198
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
HWA
199
HHM Wealth Advisors
Tennessee
$3K +$3K +200 New
BA
200
Bivin & Associates
Oklahoma
$3K +$3K +200 New
6 7
8
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