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Smith & Wesson

192 hedge funds and large institutions have $715M invested in Smith & Wesson in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $7.56M

123% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 22

16% more funds holding

Funds holding: 166192 (+26)

4% more capital invested

Capital invested by funds: $688M → $715M (+$27.5M)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
192
Holders Change
+26
Holders Change %
+15.66%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
49
Increased
55
Reduced
54
Closed
22
Calls
$23.8M
Puts
$7.56M
Net Calls
+$16.2M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$60.2M +$1.05M +80,849 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$60M
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$42.5M -$8.49M -650,559 -17%
LSV Asset Management
4
LSV Asset Management
Illinois
$36.5M -$40.7K -3,122 -0.1%
BFA
5
BlackRock Fund Advisors
California
$28.9M -$1.43M -109,466 -5%
BIT
6
BlackRock Institutional Trust
California
$21.6M -$819K -62,794 -4%
Millennium Management
7
Millennium Management
New York
$20.2M +$13.7M +1,046,905 +205%
GAM
8
Gotham Asset Management
New York
$18.5M +$18.4M +1,407,060 +7,644%
Goldman Sachs
9
Goldman Sachs
New York
$18.2M -$19.6K -1,505 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$16.9M +$5.59M +428,531 +49%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$16.2M +$3.4M +260,882 +26%
LCOV
12
London Company of Virginia
Virginia
$15.1M +$1.47M +112,635 +11%
Deutsche Bank
13
Deutsche Bank
Germany
$14.6M -$3.67M -281,015 -20%
State Street
14
State Street
Massachusetts
$14.3M -$109K -8,367 -0.8%
Ameriprise
15
Ameriprise
Minnesota
$13.3M -$1.47M -112,984 -10%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$12.4M -$3.24M -248,433 -21%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$12M +$1.8M +138,171 +17%
NI
18
Numeric Investors
Massachusetts
$11.9M +$11.3M +865,228 +1,642%
BHC
19
Bowen Hanes & Co
Florida
$11.8M +$11.9M +910,700 New
Northern Trust
20
Northern Trust
Illinois
$11.7M -$285K -21,808 -2%
Franklin Resources
21
Franklin Resources
California
$11.6M
HRCM
22
Hood River Capital Management
Florida
$10.7M +$140K +10,761 +1%
RA
23
Royce & Associates
New York
$10.2M -$5.19M -397,456 -34%
EBSAM
24
Eubel Brady & Suttman Asset Management
Ohio
$10M -$5.19M -397,488 -34%
PWAM
25
Park West Asset Management
California
$9.47M -$6.69M -512,481 -41%

SWBI Hedge Fund Activity: Q3 2015 in Review

192 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q3 2015, worth a combined $715M — up 4% from $688M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SWBI positions and 22 closed out — a net gain of 27 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $18.4M. The largest seller was Point72 Asset Management, cutting an estimated $44.6M.

  • 192 institutional investors held Smith & Wesson (SWBI) as of Q3 2015, up from 166 in Q2 2015.
  • Funds reported $715M of Smith & Wesson stock for Q3 2015, up 4% quarter-over-quarter.
  • 49 funds opened new Smith & Wesson positions in Q3 2015 and 22 closed out, a net change of +27 holders.
  • The largest Smith & Wesson buyer in Q3 2015 was Gotham Asset Management, an estimated $18.4M added.
  • The largest Smith & Wesson seller in Q3 2015 was Point72 Asset Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2015.