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Latham Group
SWIM

129 hedge funds and large institutions have $107M invested in Latham Group in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% more funds holding

Funds holding: 128 → 129 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.49% less ownership

Funds ownership: 31.01% → 28.53% (-2.5%)

13% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 46

18% less capital invested

Capital invested by funds: $130M → $107M (-$23M)

72% less call options, than puts

Call options by funds: $11K | Put options by funds: $39K

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
40
Reduced
46
Closed
27
Calls
$11K
Puts
$39K
Net Calls
-$28K
Net Calls Change
-$120K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$6.14M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$4.5M
3
VC
Voss Capital
Texas
+$3.23M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.96M
5
EMCIP
Ewing Morris & Co Investment Partners
Ontario, Canada
+$2.95M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.63M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$4.1M
3
Millennium Management
Millennium Management
New York
-$3.89M
4
AACP
Advantage Alpha Capital Partners
California
-$3.49M
5
CC
Cannell Capital
Wyoming
-$3.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
26
Premier Fund Managers
United Kingdom
$672K – – –
Bank of America
27
Bank of America
North Carolina
$627K +$541K +150,113 +336%
SSA
28
Schonfeld Strategic Advisors
New York
$576K +$53.4K +14,800 +9%
Two Sigma Investments
29
Two Sigma Investments
New York
$573K +$641K +177,828 New
Morgan Stanley
30
Morgan Stanley
New York
$558K -$166K -45,965 -21%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$444K +$5.25K +1,455 +1%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$429K +$53.2K +14,743 +12%
Boston Partners
33
Boston Partners
Massachusetts
$420K -$772K -214,053 -62%
Stifel Financial
34
Stifel Financial
Missouri
$407K -$40.1K -11,118 -8%
Swiss National Bank
35
Swiss National Bank
Switzerland
$365K – – –
Truist Financial
36
Truist Financial
North Carolina
$352K +$109K +30,343 +38%
William Blair & Company
37
William Blair & Company
Illinois
$330K +$81.1K +22,492 +28%
Deutsche Bank
38
Deutsche Bank
Germany
$320K +$1.04K +288 +0.3%
Walleye Capital
39
Walleye Capital
New York
$286K +$320K +88,802 New
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$259K +$111K +30,827 +62%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$257K -$110K -30,448 -28%
Millennium Management
42
Millennium Management
New York
$240K -$3.89M -1,077,878 -94%
PP
43
PDT Partners
New York
$239K +$101K +28,015 +61%
AG
44
Algert Global
California
$234K +$262K +72,780 New
RJA
45
Raymond James & Associates
Florida
$210K -$6.42K -1,781 -3%
Jane Street
46
Jane Street
New York
$207K +$115K +31,820 +98%
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
$193K +$216K +60,006 New
SEI Investments
48
SEI Investments
Pennsylvania
$191K +$214K +59,361 New
UBS AM
49
UBS AM
Illinois
$188K – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$187K +$13K +3,617 +7%
1
2
3 4 5

SWIM Hedge Fund Activity: Q4 2022 in Review

129 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q4 2022, worth a combined $107M — down 18% from $130M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new SWIM positions and 27 closed out — a net gain of 1 holder — while 40 added to existing stakes and 46 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.14M. The largest seller was Citadel Advisors, cutting an estimated $4.63M.

  • 129 institutional investors held Latham Group (SWIM) as of Q4 2022, up from 128 in Q3 2022.
  • Funds reported $107M of Latham Group stock for Q4 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Latham Group positions in Q4 2022 and 27 closed out, a net change of +1 holder.
  • The largest Latham Group buyer in Q4 2022 was Ameriprise, an estimated $6.14M added.
  • The largest Latham Group seller in Q4 2022 was Citadel Advisors, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2022.