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Smith & Wesson

207 hedge funds and large institutions have $274M invested in Smith & Wesson in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.65% less ownership

Funds ownership: 58.32%57.67% (-0.65%)

1% less call options, than puts

Call options by funds: $12.5M | Put options by funds: $12.6M

7% less funds holding

Funds holding: 223207 (-16)

23% less capital invested

Capital invested by funds: $355M → $274M (-$80.7M)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

Holders
207
Holders Change
-16
Holders Change %
-7.17%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
79
Reduced
52
Closed
36
Calls
$12.5M
Puts
$12.6M
Net Calls
-$118K
Net Calls Change
-$4.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.9M -$586K -44,327 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$34.6M +$113K +8,524 +0.3%
Renaissance Technologies
3
Renaissance Technologies
New York
$28.1M -$2.76M -208,800 -7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.1M +$1.03M +77,886 +4%
State Street
5
State Street
Massachusetts
$8.94M +$948K +71,731 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$8.84M +$269K +20,345 +2%
PCM
7
Punch Card Management
Florida
$8.71M +$4.18M +316,038 +60%
First Trust Advisors
8
First Trust Advisors
Illinois
$8M +$2.52M +190,447 +33%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$7.33M -$733K -55,477 -7%
BCM
10
Bridgeway Capital Management
Texas
$7.22M +$5.51M +416,603 +149%
Charles Schwab
11
Charles Schwab
California
$7.14M +$1.05M +79,581 +13%
Morgan Stanley
12
Morgan Stanley
New York
$5.8M +$2.74M +207,485 +59%
Victory Capital Management
13
Victory Capital Management
Texas
$5.79M +$2.33M +176,669 +46%
LSV Asset Management
14
LSV Asset Management
Illinois
$4.63M +$17.2K +1,300 +0.3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.46M +$432K +32,689 +8%
Northern Trust
16
Northern Trust
Illinois
$4.24M -$99.7K -7,544 -2%
American Century Companies
17
American Century Companies
Missouri
$4.19M +$974K +73,742 +22%
PCR
18
Potrero Capital Research
California
$3.93M +$82.6K +6,253 +2%
CIM
19
Cambria Investment Management
California
$3.73M +$366K +27,705 +8%
N
20
Nuveen
North Carolina
$3.71M +$204K +15,446 +5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.79M +$3.26M +246,740 +1,115%
PI
22
PEAK6 Investments
Illinois
$2.72M +$1.02M +77,055 +42%
Goldman Sachs
23
Goldman Sachs
New York
$2.1M -$6.79M -513,875 -72%
Man Group
24
Man Group
United Kingdom
$2M +$2.55M +193,302 New
Federated Hermes
25
Federated Hermes
Pennsylvania
$1.78M +$9.37K +709 +0.4%

SWBI Hedge Fund Activity: Q3 2022 in Review

207 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q3 2022, worth a combined $274M — down 23% from $355M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of SWBI and 22 opened new positions — a net loss of 14 holders — while 52 trimmed existing stakes and 79 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $5.51M. The largest seller was Goldman Sachs, cutting an estimated $6.79M.

  • 207 institutional investors held Smith & Wesson (SWBI) as of Q3 2022, down from 223 in Q2 2022.
  • Funds reported $274M of Smith & Wesson stock for Q3 2022, down 23% quarter-over-quarter.
  • 22 funds opened new Smith & Wesson positions in Q3 2022 and 36 closed out, a net change of -14 holders.
  • The largest Smith & Wesson buyer in Q3 2022 was Bridgeway Capital Management, an estimated $5.51M added.
  • The largest Smith & Wesson seller in Q3 2022 was Goldman Sachs, an estimated $6.79M sold.

Based on aggregated 13F filings for Q3 2022.