Smith & Wesson
SWBI
179 hedge funds and large institutions have $371M invested in Smith & Wesson in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 22 closing their positions.
70% more call options, than puts
Call options by funds: $22.7M | Put options by funds: $13.4M
54% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 39
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
10% more capital invested
Capital invested by funds: $336M → $371M (+$34.5M)
6% more funds holding
Funds holding: 169 → 179 (+10)
3.51% more ownership
Funds ownership: 56.41% → 59.92% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.87M |
| 2 |
F1I
Fund 1 Investments
Rincon,
Puerto Rico
|
+$4.86M |
| 3 |
BlackRock
New York
|
+$3.89M |
| 4 |
Renaissance Technologies
New York
|
+$2.79M |
| 5 |
AE
AMH Equity
Great Neck,
New York
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.94M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$3.64M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$1.59M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$1.17M |
| 5 |
AG
Algert Global
San Francisco,
California
|
-$1.11M |
SWBI Hedge Fund Activity: Q4 2023 in Review
179 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q4 2023, worth a combined $371M — up 10% from $336M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SWBI positions and 22 closed out — a net gain of 11 holders — while 60 added to existing stakes and 39 trimmed.
The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $4.87M. The largest seller was Goldman Sachs, cutting an estimated $4.94M.
- 179 institutional investors held Smith & Wesson (SWBI) as of Q4 2023, up from 169 in Q3 2023.
- Funds reported $371M of Smith & Wesson stock for Q4 2023, up 10% quarter-over-quarter.
- 33 funds opened new Smith & Wesson positions in Q4 2023 and 22 closed out, a net change of +11 holders.
- The largest Smith & Wesson buyer in Q4 2023 was Arrowstreet Capital, an estimated $4.87M added.
- The largest Smith & Wesson seller in Q4 2023 was Goldman Sachs, an estimated $4.94M sold.
Based on aggregated 13F filings for Q4 2023.