Smith & Wesson
SWBI
181 hedge funds and large institutions have $521M invested in Smith & Wesson in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 37 closing their positions.
143% more call options, than puts
Call options by funds: $32.3M | Put options by funds: $13.3M
30% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 37
6% more funds holding
Funds holding: 171 → 181 (+10)
1.7% more ownership
Funds ownership: 95.88% → 97.58% (+1.7%)
4% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 46
14% less capital invested
Capital invested by funds: $607M → $521M (-$86.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$13.6M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$12.6M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
+$11.4M |
| 4 |
SAM
Sheffield Asset Management
Chicago,
Illinois
|
+$8.76M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$8.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$23.5M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$14.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.7M |
| 4 |
SAM
Scopus Asset Management
New York
|
-$5.18M |
| 5 |
UMA
USA Mutuals Advisors
Dallas,
Texas
|
-$4.27M |
SWBI Hedge Fund Activity: Q4 2017 in Review
181 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q4 2017, worth a combined $521M — down 14% from $607M a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SWBI positions and 37 closed out — a net gain of 11 holders — while 48 added to existing stakes and 46 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $13.6M. The largest seller was Park West Asset Management, cutting an estimated $23.5M.
- 181 institutional investors held Smith & Wesson (SWBI) as of Q4 2017, up from 171 in Q3 2017.
- Funds reported $521M of Smith & Wesson stock for Q4 2017, down 14% quarter-over-quarter.
- 48 funds opened new Smith & Wesson positions in Q4 2017 and 37 closed out, a net change of +11 holders.
- The largest Smith & Wesson buyer in Q4 2017 was Point72 Asset Management, an estimated $13.6M added.
- The largest Smith & Wesson seller in Q4 2017 was Park West Asset Management, an estimated $23.5M sold.
Based on aggregated 13F filings for Q4 2017.