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Smith & Wesson

207 hedge funds and large institutions have $850M invested in Smith & Wesson in 2015 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $39.7M | Put options by funds: $12.7M

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

19% more capital invested

Capital invested by funds: $715M → $850M (+$135M)

8% more funds holding

Funds holding: 192207 (+15)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 68

Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
5.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
67
Reduced
68
Closed
21
Calls
$39.7M
Puts
$12.7M
Net Calls
+$27M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$83.9M +$4.83M +327,980 +7%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$54.4M -$866K -58,845 -2%
LSV Asset Management
3
LSV Asset Management
Illinois
$44.7M -$2.49M -169,520 -6%
BFA
4
BlackRock Fund Advisors
California
$40.9M +$2.75M +187,137 +8%
BIT
5
BlackRock Institutional Trust
California
$29.6M +$1.31M +89,069 +5%
Morgan Stanley
6
Morgan Stanley
New York
$26.7M +$4.07M +276,332 +21%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$26.3M -$45.1M -3,068,409 -66%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$25.6M +$16.2M +1,101,596 +267%
BHC
9
Bowen Hanes & Co
Florida
$22.2M +$5.93M +403,167 +44%
Renaissance Technologies
10
Renaissance Technologies
New York
$19.2M +$6.74M +458,035 +68%
State Street
11
State Street
Massachusetts
$18.9M +$178K +12,098 +1%
Goldman Sachs
12
Goldman Sachs
New York
$18.6M -$4.48M -304,803 -22%
Deutsche Bank
13
Deutsche Bank
Germany
$16M -$2.59M -176,286 -16%
Northern Trust
14
Northern Trust
Illinois
$15.7M +$384K +26,111 +3%
NI
15
Numeric Investors
Massachusetts
$14.8M -$619K -42,048 -5%
Franklin Resources
16
Franklin Resources
California
$14.4M -$661K -44,950 -5%
EBSAM
17
Eubel Brady & Suttman Asset Management
Ohio
$12.7M -$326K -22,137 -3%
GAM
18
Gotham Asset Management
New York
$12.4M -$10.2M -693,021 -49%
HRCM
19
Hood River Capital Management
Florida
$12M -$1.66M -112,950 -14%
American Century Companies
20
American Century Companies
Missouri
$11.9M +$3.57M +242,563 +53%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$11.4M +$2.9M +197,145 +41%
MCM
22
Melvin Capital Management
New York
$11M +$9.57M +650,500 New
CCI
23
Columbus Circle Investors
$10.4M +$9.07M +616,293 New
JIR
24
James Investment Research
Ohio
$10.3M +$6.3M +428,244 +236%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$10.1M -$9.58M -650,819 -52%

SWBI Hedge Fund Activity: Q4 2015 in Review

207 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q4 2015, worth a combined $850M — up 19% from $715M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SWBI positions and 21 closed out — a net gain of 17 holders — while 67 added to existing stakes and 68 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $16.2M. The largest seller was Fidelity Investments, cutting an estimated $45.1M.

  • 207 institutional investors held Smith & Wesson (SWBI) as of Q4 2015, up from 192 in Q3 2015.
  • Funds reported $850M of Smith & Wesson stock for Q4 2015, up 19% quarter-over-quarter.
  • 38 funds opened new Smith & Wesson positions in Q4 2015 and 21 closed out, a net change of +17 holders.
  • The largest Smith & Wesson buyer in Q4 2015 was Dimensional Fund Advisors, an estimated $16.2M added.
  • The largest Smith & Wesson seller in Q4 2015 was Fidelity Investments, an estimated $45.1M sold.

Based on aggregated 13F filings for Q4 2015.