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Latham Group
SWIM

80 hedge funds and large institutions have $729M invested in Latham Group in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,380% more call options, than puts

Call options by funds: $548K | Put options by funds: $10K

225% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 12

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

73% more capital invested

Capital invested by funds: $423M → $729M (+$307M)

21% more funds holding

Funds holding: 66 → 80 (+14)

3.75% more ownership

Funds ownership: 20.87% → 24.62% (+3.8%)

Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
39
Reduced
12
Closed
11
Calls
$548K
Puts
$10K
Net Calls
+$538K
Net Calls Change
+$541K

Top Buyers

1
FAM
Fred Alger Management
New York
+$32.6M
2
AAM
ACK Asset Management
Connecticut
+$20.5M
3
DCM
Driehaus Capital Management
Illinois
+$15.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$10.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$9.7M

Top Sellers

1
ZP
Zimmer Partners
New York
-$31.4M
2
Millennium Management
Millennium Management
New York
-$5.75M
3
Goldman Sachs
Goldman Sachs
New York
-$4.7M
4
HI
HBK Investments
Texas
-$3.28M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$2.01M +$274K +13,827 +21%
N
27
Nuveen
North Carolina
$1.98M +$96.8K +4,884 +6%
MA
28
MYDA Advisors
New York
$1.95M -$1.88M -95,083 -55%
William Blair & Company
29
William Blair & Company
Illinois
$1.92M +$527K +26,594 +53%
SSA
30
Schonfeld Strategic Advisors
New York
$1.88M -$1.92M -96,800 -56%
Marshall Wace
31
Marshall Wace
United Kingdom
$1.77M +$1.01M +51,186 +262%
Swiss National Bank
32
Swiss National Bank
Switzerland
$1.66M +$1.31M +66,300 New
IWA
33
Intercontinental Wealth Advisors
Texas
$1.33M -$2.34K -118 -0.2%
OAM
34
Oppenheimer Asset Management
New York
$1.29M +$428K +21,608 +72%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.22M +$437K +22,052 +83%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.15M +$542K +27,334 +146%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$1.07M +$591K +29,807 +230%
AWM
38
Avior Wealth Management
Nebraska
$1.07M – – –
Select Equity Group
39
Select Equity Group
New York
$1.05M +$830K +41,859 New
GCM
40
Ghisallo Capital Management
Massachusetts
$1M – – –
BFM
41
Boothbay Fund Management
New York
$879K +$696K +35,110 New
BF
42
BOK Financial
Oklahoma
$868K – – –
Morgan Stanley
43
Morgan Stanley
New York
$866K +$52.1K +2,628 +8%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$799K -$1.26M -63,381 -66%
CSS
45
Cubist Systematic Strategies
Connecticut
$761K +$603K +30,421 New
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$695K +$167K +8,452 +44%
WCA
47
Waratah Capital Advisors
Ontario, Canada
$686K +$543K +27,399 New
LWAC
48
Laurel Wealth Advisors (California)
California
$629K +$498K +25,137 New
Deutsche Bank
49
Deutsche Bank
Germany
$511K +$120K +6,045 +42%
UBS AM
50
UBS AM
Illinois
$506K +$400K +20,200 New
1
2
3 4

SWIM Hedge Fund Activity: Q4 2021 in Review

80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q4 2021, worth a combined $729M — up 73% from $423M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SWIM positions and 11 closed out — a net gain of 14 holders — while 39 added to existing stakes and 12 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $32.6M. The largest seller was Zimmer Partners, cutting an estimated $31.4M.

  • 80 institutional investors held Latham Group (SWIM) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $729M of Latham Group stock for Q4 2021, up 73% quarter-over-quarter.
  • 25 funds opened new Latham Group positions in Q4 2021 and 11 closed out, a net change of +14 holders.
  • The largest Latham Group buyer in Q4 2021 was Fred Alger Management, an estimated $32.6M added.
  • The largest Latham Group seller in Q4 2021 was Zimmer Partners, an estimated $31.4M sold.

Based on aggregated 13F filings for Q4 2021.