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Smith & Wesson

182 hedge funds and large institutions have $244M invested in Smith & Wesson in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $10M | Put options by funds: $5.8M

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

4% less funds holding

Funds holding: 190182 (-8)

4.72% less ownership

Funds ownership: 59.59%54.88% (-4.7%)

30% less capital invested

Capital invested by funds: $347M → $244M (-$103M)

Holders
182
Holders Change
-8
Holders Change %
-4.21%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
58
Reduced
51
Closed
41
Calls
$10M
Puts
$5.8M
Net Calls
+$4.19M
Net Calls Change
+$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$42.4M -$784K -62,606 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$31M +$1.3M +104,128 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$27.6M -$1.74M -138,801 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$25.7M -$12.7M -1,016,107 -29%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$10.7M -$170K -13,550 -1%
State Street
6
State Street
Massachusetts
$10.1M +$508K +40,561 +4%
American Century Companies
7
American Century Companies
Missouri
$9.87M -$2.76M -220,233 -18%
PCM
8
Punch Card Management
Florida
$6.56M -$2.39M -191,082 -23%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$6.06M -$504K -40,273 -6%
Charles Schwab
10
Charles Schwab
California
$5.42M -$1.97M -157,394 -23%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.31M +$1M +80,235 +18%
Goldman Sachs
12
Goldman Sachs
New York
$5.09M -$3.73M -297,844 -37%
Northern Trust
13
Northern Trust
Illinois
$4.2M +$267K +21,362 +5%
LSV Asset Management
14
LSV Asset Management
Illinois
$4.03M
Morgan Stanley
15
Morgan Stanley
New York
$2.82M +$183K +14,637 +6%
Squarepoint
16
Squarepoint
New York
$2.76M -$472K -37,715 -12%
Lazard Asset Management
17
Lazard Asset Management
New York
$2.05M +$2.54M +202,832 New
Citadel Advisors
18
Citadel Advisors
Florida
$2.02M -$3.64M -290,361 -59%
UBS Group
19
UBS Group
Switzerland
$1.69M +$1.32M +105,766 +172%
First Trust Advisors
20
First Trust Advisors
Illinois
$1.47M -$200K -16,004 -10%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.46M +$162K +12,910 +10%
HF
22
HRT Financial
New York
$1.4M +$1.73M +138,341 New
N
23
Nuveen
North Carolina
$1.35M
Invesco
24
Invesco
Georgia
$1.33M +$136K +10,887 +9%
Marshall Wace
25
Marshall Wace
United Kingdom
$1.21M -$2.59M -206,881 -63%

SWBI Hedge Fund Activity: Q4 2024 in Review

182 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Smith & Wesson (SWBI) for Q4 2024, worth a combined $244M — down 30% from $347M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SWBI and 38 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 58 added.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $2.54M. The largest seller was Vanguard Group, cutting an estimated $12.7M.

  • 182 institutional investors held Smith & Wesson (SWBI) as of Q4 2024, down from 190 in Q3 2024.
  • Funds reported $244M of Smith & Wesson stock for Q4 2024, down 30% quarter-over-quarter.
  • 38 funds opened new Smith & Wesson positions in Q4 2024 and 41 closed out, a net change of -3 holders.
  • The largest Smith & Wesson buyer in Q4 2024 was Lazard Asset Management, an estimated $2.54M added.
  • The largest Smith & Wesson seller in Q4 2024 was Vanguard Group, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2024.