Smith & Wesson
SWBI
169 hedge funds and large institutions have $308M invested in Smith & Wesson in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 42 closing their positions.
53% more capital invested
Capital invested by funds: $201M → $308M (+$107M)
12% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 49
4.09% more ownership
Funds ownership: 50.42% → 54.51% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less call options, than puts
Call options by funds: $9.21M | Put options by funds: $10M
13% less funds holding
Funds holding: 194 → 169 (-25)
52% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$17M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$3.14M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.11M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$992K |
| 5 |
HF
HRT Financial
New York
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$9.83M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$2.96M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.02M |
| 4 |
ETM
Euclidean Technologies Management
Seattle,
Washington
|
-$1.28M |
| 5 |
Goldman Sachs
New York
|
-$1.22M |
SWBI Hedge Fund Activity: Q1 2023 in Review
169 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q1 2023, worth a combined $308M — up 53% from $201M a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of SWBI and 20 opened new positions — a net loss of 22 holders — while 49 trimmed existing stakes and 55 added.
The largest buyer was UBS Group, adding an estimated $17M. The largest seller was First Trust Advisors, exiting entirely with an estimated $9.83M sold.
- 169 institutional investors held Smith & Wesson (SWBI) as of Q1 2023, down from 194 in Q4 2022.
- Funds reported $308M of Smith & Wesson stock for Q1 2023, up 53% quarter-over-quarter.
- 20 funds opened new Smith & Wesson positions in Q1 2023 and 42 closed out, a net change of -22 holders.
- The largest Smith & Wesson buyer in Q1 2023 was UBS Group, an estimated $17M added.
- The largest Smith & Wesson seller in Q1 2023 was First Trust Advisors, an estimated $9.83M sold.
Based on aggregated 13F filings for Q1 2023.