Smith & Wesson
SWBI
194 hedge funds and large institutions have $201M invested in Smith & Wesson in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 61 reducing their positions, and 33 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 61
6% less funds holding
Funds holding: 207 → 194 (-13)
7.22% less ownership
Funds ownership: 57.64% → 50.42% (-7.2%)
21% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 33
27% less capital invested
Capital invested by funds: $274M → $201M (-$72.6M)
47% less call options, than puts
Call options by funds: $5.33M | Put options by funds: $10.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.8M |
| 2 |
BlackRock
New York
|
+$1.86M |
| 3 |
Goldman Sachs
New York
|
+$1.51M |
| 4 |
Bank of New York Mellon
New York
|
+$1.32M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$4.21M |
| 2 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$3.93M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$3.85M |
| 4 |
Morgan Stanley
New York
|
-$3.08M |
| 5 |
Renaissance Technologies
New York
|
-$2.1M |
SWBI Hedge Fund Activity: Q4 2022 in Review
194 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q4 2022, worth a combined $201M — down 27% from $274M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of SWBI and 26 opened new positions — a net loss of 7 holders — while 61 trimmed existing stakes and 60 added.
The largest buyer was First Trust Advisors, adding an estimated $3.8M. The largest seller was Victory Capital Management, cutting an estimated $4.21M.
- 194 institutional investors held Smith & Wesson (SWBI) as of Q4 2022, down from 207 in Q3 2022.
- Funds reported $201M of Smith & Wesson stock for Q4 2022, down 27% quarter-over-quarter.
- 26 funds opened new Smith & Wesson positions in Q4 2022 and 33 closed out, a net change of -7 holders.
- The largest Smith & Wesson buyer in Q4 2022 was First Trust Advisors, an estimated $3.8M added.
- The largest Smith & Wesson seller in Q4 2022 was Victory Capital Management, an estimated $4.21M sold.
Based on aggregated 13F filings for Q4 2022.