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Smith & Wesson

160 hedge funds and large institutions have $378M invested in Smith & Wesson in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 45 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $16.8M

4% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 45

9.55% less ownership

Funds ownership: 97.58%88.03% (-9.5%)

12% less funds holding

Funds holding: 181160 (-21)

27% less capital invested

Capital invested by funds: $521M → $378M (-$143M)

48% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 42

Holders
160
Holders Change
-21
Holders Change %
-11.6%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
47
Reduced
45
Closed
42
Calls
$20.8M
Puts
$16.8M
Net Calls
+$3.98M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$70.2M +$8.68M +1,030,522 +13%
Invesco
2
Invesco
Georgia
$51.2M +$1.17M +139,265 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.2M -$359K -42,678 -0.7%
CS
4
Credit Suisse
Switzerland
$24.8M +$8.97M +1,065,265 +52%
LSV Asset Management
5
LSV Asset Management
Illinois
$20.3M -$1.99M -235,928 -8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$17.5M -$345K -40,979 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$12.7M +$2.64M +313,137 +24%
ACM
8
Archer Capital Management
New York
$12M +$11.1M +1,322,615 +678%
State Street
9
State Street
Massachusetts
$10.6M +$22K +2,613 +0.2%
Northern Trust
10
Northern Trust
Illinois
$6.94M -$327K -38,783 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.95M +$2.66M +315,454 +73%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$5.41M +$1.02M +121,246 +22%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$5.28M -$37.8K -4,494 -0.7%
Charles Schwab
14
Charles Schwab
California
$5.23M +$729K +86,534 +15%
Two Sigma Investments
15
Two Sigma Investments
New York
$4.85M +$4.34M +515,200 +534%
Morgan Stanley
16
Morgan Stanley
New York
$4.76M +$1.1M +130,638 +28%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$4.14M +$274K +32,577 +7%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$4.13M
WMSA
19
Weiss Multi-Strategy Advisers
New York
$3.65M -$1.45M -171,811 -27%
DMK
20
David M. Knott
$3.41M +$3.62M +429,330 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.4M +$164K +19,511 +5%
SG Americas Securities
22
SG Americas Securities
New York
$2.7M +$71.3K +8,463 +3%
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$2.56M +$1.94M +230,809 +253%
CCPM
24
Cooper Creek Partners Management
New York
$2.52M +$2.67M +317,358 New
Citigroup
25
Citigroup
New York
$2.46M +$1.14M +134,981 +77%

SWBI Hedge Fund Activity: Q1 2018 in Review

160 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q1 2018, worth a combined $378M — down 27% from $521M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of SWBI and 22 opened new positions — a net loss of 20 holders — while 45 trimmed existing stakes and 47 added.

The largest buyer was Archer Capital Management, adding an estimated $11.1M. The largest seller was VOYA Investment Management, cutting an estimated $17.9M.

  • 160 institutional investors held Smith & Wesson (SWBI) as of Q1 2018, down from 181 in Q4 2017.
  • Funds reported $378M of Smith & Wesson stock for Q1 2018, down 27% quarter-over-quarter.
  • 22 funds opened new Smith & Wesson positions in Q1 2018 and 42 closed out, a net change of -20 holders.
  • The largest Smith & Wesson buyer in Q1 2018 was Archer Capital Management, an estimated $11.1M added.
  • The largest Smith & Wesson seller in Q1 2018 was VOYA Investment Management, an estimated $17.9M sold.

Based on aggregated 13F filings for Q1 2018.