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Smith & Wesson

178 hedge funds and large institutions have $349M invested in Smith & Wesson in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $4.51M

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

7% more funds holding

Funds holding: 166178 (+12)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

5.84% less ownership

Funds ownership: 95.03%89.19% (-5.8%)

32% less capital invested

Capital invested by funds: $512M → $349M (-$163M)

Holders
178
Holders Change
+12
Holders Change %
+7.23%
% of All Funds
3.85%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
47
Reduced
50
Closed
24
Calls
$11.7M
Puts
$4.51M
Net Calls
+$7.2M
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$52.6M -$17.4M -1,923,000 -21%
Vanguard Group
2
Vanguard Group
Pennsylvania
$45.7M +$2.96M +326,817 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.6M +$216K +23,864 +0.4%
Renaissance Technologies
4
Renaissance Technologies
New York
$28.4M -$4.03M -444,435 -10%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$19.2M -$2.44M -269,361 -9%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$11.9M +$2.07M +227,824 +16%
State Street
7
State Street
Massachusetts
$9.63M +$354K +38,998 +3%
Norges Bank
8
Norges Bank
Norway
$8.21M
GF
9
Greenhouse Funds
Maryland
$8.09M +$10.2M +1,126,900 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$7.14M +$111K +12,245 +1%
Deutsche Bank
11
Deutsche Bank
Germany
$7.06M -$4.58M -504,894 -34%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$6.92M +$2.76M +304,173 +46%
Charles Schwab
13
Charles Schwab
California
$6.47M +$441K +48,698 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$6.46M +$964K +106,375 +13%
Northern Trust
15
Northern Trust
Illinois
$5.99M -$143K -15,740 -2%
CCPM
16
Cooper Creek Partners Management
New York
$5.8M +$4.95M +545,558 +208%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$4.03M -$940K -103,690 -16%
UBS Group
18
UBS Group
Switzerland
$3.77M +$4.36M +480,639 +1,065%
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$3.71M +$4.69M +517,499 New
DMK
20
David M. Knott
$3.64M +$708K +78,060 +18%
SG Americas Securities
21
SG Americas Securities
New York
$2.56M +$3.01M +332,326 +1,391%
BCM
22
Bridgeway Capital Management
Texas
$2.55M +$1.4M +154,819 +77%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.5M -$170K -18,702 -5%
Two Sigma Investments
24
Two Sigma Investments
New York
$2.31M -$4.32M -476,084 -60%
OAM
25
Oxford Asset Management
United Kingdom
$2.31M +$371K +40,976 +15%

SWBI Hedge Fund Activity: Q1 2019 in Review

178 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q1 2019, worth a combined $349M — down 32% from $512M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SWBI positions and 24 closed out — a net gain of 12 holders — while 47 added to existing stakes and 50 trimmed.

The largest buyer was Greenhouse Funds, opening a new position worth an estimated $10.2M. The largest seller was BlackRock, cutting an estimated $17.4M.

  • 178 institutional investors held Smith & Wesson (SWBI) as of Q1 2019, up from 166 in Q4 2018.
  • Funds reported $349M of Smith & Wesson stock for Q1 2019, down 32% quarter-over-quarter.
  • 36 funds opened new Smith & Wesson positions in Q1 2019 and 24 closed out, a net change of +12 holders.
  • The largest Smith & Wesson buyer in Q1 2019 was Greenhouse Funds, an estimated $10.2M added.
  • The largest Smith & Wesson seller in Q1 2019 was BlackRock, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2019.