Smith & Wesson
SWBI
217 hedge funds and large institutions have $530M invested in Smith & Wesson in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 48 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 59
3% less funds holding
Funds holding: 223 → 217 (-6)
7.31% less ownership
Funds ownership: 64.26% → 56.94% (-7.3%)
10% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 48
17% less capital invested
Capital invested by funds: $639M → $530M (-$109M)
31% less call options, than puts
Call options by funds: $14.8M | Put options by funds: $21.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.56M |
| 2 |
Man Group
London,
United Kingdom
|
+$5.29M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.84M |
| 4 |
JP Morgan Chase
New York
|
+$3.8M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.8M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$19.2M |
| 4 |
Renaissance Technologies
New York
|
-$9.52M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.47M |
SWBI Hedge Fund Activity: Q1 2021 in Review
217 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q1 2021, worth a combined $530M — down 17% from $639M a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of SWBI and 43 opened new positions — a net loss of 5 holders — while 59 trimmed existing stakes and 66 added.
The largest buyer was Nuveen, adding an estimated $5.56M. The largest seller was Fidelity Investments, cutting an estimated $36.5M.
- 217 institutional investors held Smith & Wesson (SWBI) as of Q1 2021, down from 223 in Q4 2020.
- Funds reported $530M of Smith & Wesson stock for Q1 2021, down 17% quarter-over-quarter.
- 43 funds opened new Smith & Wesson positions in Q1 2021 and 48 closed out, a net change of -5 holders.
- The largest Smith & Wesson buyer in Q1 2021 was Nuveen, an estimated $5.56M added.
- The largest Smith & Wesson seller in Q1 2021 was Fidelity Investments, an estimated $36.5M sold.
Based on aggregated 13F filings for Q1 2021.