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Latham Group
SWIM

140 hedge funds and large institutions have $785M invested in Latham Group in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more call options, than puts

Call options by funds: $74K | Put options by funds: $14K

193% more capital invested

Capital invested by funds: $268M → $785M (+$518M)

63.51% more ownership

Funds ownership: 33.65% → 97.16% (+64%)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more funds holding

Funds holding: 132 → 140 (+8)

7% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 44

Holders
140
Holders Change
+8
Holders Change %
+6.06%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
37
Increased
47
Reduced
44
Closed
27
Calls
$74K
Puts
$14K
Net Calls
+$60K
Net Calls Change
+$12K

Top Buyers

1
WA
Wasatch Advisors
Utah
+$16.7M
2
DCM
Driehaus Capital Management
Illinois
+$9.82M
3
VC
Voss Capital
Texas
+$7.78M
4
CP
CenterBook Partners
Connecticut
+$5.44M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$4.98M

Top Sellers

1
HIM
Hillsdale Investment Management
Ontario, Canada
-$3.95M
2
EMCIP
Ewing Morris & Co Investment Partners
Ontario, Canada
-$3.1M
3
Ameriprise
Ameriprise
Minnesota
-$2.98M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$2.77M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$4.11M +$3.9M +583,540 +8,061%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$3.56M +$81K +12,111 +2%
4A
28
4D Advisors
California
$3.48M +$3.34M +500,000 New
AI
29
Atom Investors
Texas
$2.82M +$2.71M +405,186 New
EF
30
Empowered Funds
Pennsylvania
$2.63M +$123K +18,364 +5%
Northern Trust
31
Northern Trust
Illinois
$2.45M +$237K +35,416 +11%
Charles Schwab
32
Charles Schwab
California
$2.37M +$49.5K +7,397 +2%
Goldman Sachs
33
Goldman Sachs
New York
$2.32M -$517K -77,322 -19%
UBS Group
34
UBS Group
Switzerland
$1.99M +$1.64M +244,475 +585%
Bank of America
35
Bank of America
North Carolina
$1.83M +$716K +107,012 +69%
BAM
36
Bosun Asset Management
Illinois
$1.48M -$162K -24,198 -10%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.43M +$1.38M +205,595 New
ADEF
38
ABS Direct Equity Fund
Connecticut
$1.39M +$334K +50,000 +33%
EMFAT
39
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.37M +$1.31M +196,548 New
KCM
40
Kennedy Capital Management
Missouri
$1.3M +$1.24M +186,145 New
Morgan Stanley
41
Morgan Stanley
New York
$1.08M -$1.07M -160,364 -51%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$1.07M +$683K +102,062 +198%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.03M -$46K -6,881 -4%
ASN
44
Advisory Services Network
Georgia
$1.03M – – –
Squarepoint
45
Squarepoint
New York
$936K -$206K -30,862 -19%
EM
46
ELCO Management
New York
$888K -$57.9K -8,658 -6%
PAM
47
Panagora Asset Management
Massachusetts
$842K -$140K -20,920 -15%
B
48
BloombergSen
Ontario, Canada
$832K +$266K +39,778 +50%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$819K -$641K -95,822 -45%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$781K +$693K +103,663 +1,221%
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SWIM Hedge Fund Activity: Q4 2024 in Review

140 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q4 2024, worth a combined $785M — up 193% from $268M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SWIM positions and 27 closed out — a net gain of 10 holders — while 47 added to existing stakes and 44 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $16.7M. The largest seller was Hillsdale Investment Management, cutting an estimated $3.95M.

  • 140 institutional investors held Latham Group (SWIM) as of Q4 2024, up from 132 in Q3 2024.
  • Funds reported $785M of Latham Group stock for Q4 2024, up 193% quarter-over-quarter.
  • 37 funds opened new Latham Group positions in Q4 2024 and 27 closed out, a net change of +10 holders.
  • The largest Latham Group buyer in Q4 2024 was Wasatch Advisors, an estimated $16.7M added.
  • The largest Latham Group seller in Q4 2024 was Hillsdale Investment Management, an estimated $3.95M sold.

Based on aggregated 13F filings for Q4 2024.