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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
CA
176
Clearstead Advisors
Ohio
$471 – – –
VWWMG
177
Vermillion & White Wealth Management Group
Pennsylvania
$404 – – –
WWP
178
WR Wealth Planners
Missouri
$330 +$274 +19 New
S
179
SignatureFD
Georgia
$260 – – –
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$170 +$144 +10 New
AWM
181
Avior Wealth Management
Nebraska
$156 +$130 +9 New
FFA
182
Farther Finance Advisors
California
$104 – – –
ACA
183
American Capital Advisory
Idaho
$25 – – –
LC
184
Lindbrook Capital
California
$17 – – –
F1I
185
Fund 1 Investments
Puerto Rico
– -$4.79M -353,217 Closed
Verition Fund Management
186
Verition Fund Management
Connecticut
– -$274K -20,231 Closed
Principal Financial Group
187
Principal Financial Group
Iowa
– -$264K -19,451 Closed
VA
188
Vident Advisory
Georgia
– -$241K -17,779 Closed
HF
189
HRT Financial
New York
– -$214K -15,824 Closed
GCM
190
Graham Capital Management
Connecticut
– -$186K -13,716 Closed
VF
191
Virtu Financial
New York
– -$180K -13,311 Closed
Wealth Enhancement Advisory Services
192
Wealth Enhancement Advisory Services
Minnesota
– -$155K -11,461 Closed
SPA
193
Sherbrooke Park Advisers
New York
– -$141K -10,395 Closed
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
– -$138K -10,143 Closed
Walleye Trading
195
Walleye Trading
New York
– -$90.1K -6,249 Closed
ASN
196
Advisory Services Network
Georgia
– -$60.3K -4,450 Closed
CG
197
Cutler Group
California
– -$40.7K -2,822 Closed
CWC
198
Carolinas Wealth Consulting
North Carolina
– -$16.6K -1,210 Closed
HT
199
Headlands Technologies
Illinois
– -$9.46K -698 Closed
SA
200
Scarborough Advisors
Maryland
– -$8.29K -611 Closed
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.