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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 %
RIM
201
Rockbridge Investment Management
New York
$4K – – –
LC
202
Lindbrook Capital
California
$4K – – –
IPW
203
IronBridge Private Wealth
Texas
$4K – – –
BBPWM
204
Blue Bell Private Wealth Management
Pennsylvania
$4K +$4K +200 New
C
205
Covestor
United Kingdom
$4K +$4K +240 New
RA
206
Rise Advisors
New York
$3.89K +$3.89K +218 New
PP
207
PFS Partners
New Jersey
$3.56K +$3.56K +200 New
AIC
208
Archer Investment Corporation
Indiana
$3.56K +$3.56K +200 New
PWMG
209
Prestige Wealth Management Group
New Jersey
$2K – – –
FHA
210
First Horizon Advisors
Tennessee
$2K – – –
TCWM
211
Total Clarity Wealth Management
Illinois
$2K – – –
BHWM
212
Beaird Harris Wealth Management
Texas
$2K +$2K +106 New
GI
213
Gradient Investments
Minnesota
$1K – – –
CWA
214
Clearview Wealth Advisors
Oregon
$1K – – –
BFC
215
Bedel Financial Consulting
Indiana
$1K – – –
VRM
216
Vectors Research Management
New York
$1K – – –
HWM
217
HighMark Wealth Management
Minnesota
$1K – – –
TCM
218
Tradewinds Capital Management
Washington
$1K – – –
PCG
219
Private Capital Group
Connecticut
$1K – – –
CA
220
Clearstead Advisors
Ohio
$1K +$1K +29 New
ZB
221
Zions Bancorporation
Utah
$1K +$1K +55 New
FWM
222
Focused Wealth Management
New York
$1K +$1K +71 New
VRS
223
Virginia Retirement Systems
Virginia
$468 +$16 +900 +4%
Manulife (Manufacturers Life Insurance)
224
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$430 -$14 -763 -3%
CP
225
Castleview Partners
Texas
$123 +$123 +2,189 New
7 8
9
10 11