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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 %
RIM
201
Rockbridge Investment Management
New York
$2.63K – – –
AIC
202
Archer Investment Corporation
Indiana
$2.63K – – –
CP
203
Castleview Partners
Texas
$2.63K +$1.01K +77 +63%
LC
204
Lindbrook Capital
California
$2K +$1.99K +130 +13,000%
FWM
205
Focused Wealth Management
New York
$1K – – –
PCG
206
Private Capital Group
Connecticut
$1K – – –
PWMG
207
Prestige Wealth Management Group
New Jersey
$1K – – –
HWM
208
HighMark Wealth Management
Minnesota
$1K – – –
CA
209
CoreCap Advisors
Michigan
$1K +$1K +50 New
WWP
210
WR Wealth Planners
Missouri
$249 – – –
SWA
211
Sutton Wealth Advisors
Florida
$119 – – –
RDIA
212
RE Dickinson Investment Advisors
Iowa
$4 – – –
PAM
213
Panagora Asset Management
Massachusetts
– -$1.37M -90,412 Closed
QC
214
Quantedge Capital
Singapore
– -$814K -53,800 Closed
BRWA
215
B. Riley Wealth Advisors
Florida
– -$488K -32,247 Closed
DT
216
Diversified Trust
Tennessee
– -$189K -12,471 Closed
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
– -$163K -10,752 Closed
CA
218
Cetera Advisors
Colorado
– -$153K -10,137 Closed
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
– -$92.1K -6,090 Closed
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
– -$46K -3,000 Closed
DFCM
221
Dark Forest Capital Management
Puerto Rico
– -$30K -2,013 Closed
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
– -$29K -1,930 Closed
SIAP
223
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$20K -1,300 Closed
CFD
224
Creative Financial Designs
Indiana
– -$18K -1,200 Closed
CAGAS
225
Capital Advisory Group Advisory Services
Minnesota
– -$6K -425 Closed
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