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Latham Group

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: 34 (+1)

6% more funds holding

Funds holding: 132140 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$758K +$104K +15,504 +17%
Millennium Management
52
Millennium Management
New York
$749K -$211K -31,476 -23%
RCG
53
Rock Creek Group
District of Columbia
$679K
N
54
Nuveen
North Carolina
$675K -$1.3M -194,437 -67%
CCM
55
Cullen Capital Management
New York
$659K -$166K -24,841 -21%
Swiss National Bank
56
Swiss National Bank
Switzerland
$553K +$532K +79,500 New
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$550K +$17.6K +2,635 +3%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$521K +$501K +74,891 New
Barclays
59
Barclays
United Kingdom
$484K +$98.7K +14,757 +27%
HF
60
HRT Financial
New York
$450K +$433K +64,712 New
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$449K +$19.7K +2,942 +5%
Calamos Advisors
62
Calamos Advisors
Illinois
$421K +$405K +60,528 New
Franklin Resources
63
Franklin Resources
California
$411K -$24.9K -3,718 -6%
AllianceBernstein
64
AllianceBernstein
Tennessee
$346K -$46.6K -6,970 -12%
SOW
65
State of Wyoming
Wyoming
$336K +$209K +31,185 +182%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$331K +$318K +47,571 New
Marshall Wace
67
Marshall Wace
United Kingdom
$317K -$1.11M -166,455 -79%
KK
68
KLP Kapitalforvaltning
Norway
$305K +$293K +43,800 New
EWA
69
EP Wealth Advisors
California
$303K +$26K +3,883 +10%
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$299K -$3.73K -558 -1%
SC
71
Shay Capital
New York
$270K +$260K +38,829 New
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$263K +$57.6K +8,605 +30%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$263K +$233K +34,844 +1,187%
AQR Capital Management
74
AQR Capital Management
Connecticut
$262K -$7.56K -1,131 -3%
CIC
75
Cornercap Investment Counsel
Georgia
$256K -$461K -68,897 -65%

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.