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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
AIG
76
American International Group
New York
$65.6K -$270 -75 -0.4%
Invesco
77
Invesco
Georgia
$62.6K -$6.8K -1,886 -9%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61.3K -$418 -116 -0.6%
Mirae Asset Global Investments
79
Mirae Asset Global Investments
South Korea
$57.7K – – –
CAN
80
Cetera Advisor Networks
California
$55.8K +$62.5K +17,339 New
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$55.4K -$14.2K -3,935 -19%
Legal & General Group
82
Legal & General Group
United Kingdom
$55.2K – – –
VOYA Investment Management
83
VOYA Investment Management
Georgia
$53.3K – – –
SWS
84
SYSTM Wealth Solutions
Illinois
$53.2K +$59.6K +16,524 New
KCM
85
Kennedy Capital Management
Missouri
$51K -$9.74K -2,702 -15%
Prudential Financial
86
Prudential Financial
New Jersey
$50.9K +$1.01K +280 +2%
AGM
87
Alpine Global Management
New York
$50K +$56.5K +15,672 New
TRCT
88
Tower Research Capital (TRC)
New York
$49K +$37.3K +10,349 +208%
ASRS
89
Arizona State Retirement System
Arizona
$42.6K +$797 +221 +2%
UBS Group
90
UBS Group
Switzerland
$42.2K -$181K -50,236 -79%
SOW
91
State of Wyoming
Wyoming
$40.2K -$32.1K -8,902 -42%
ECM
92
ExodusPoint Capital Management
New York
$39K -$50.4K -13,966 -54%
Barclays
93
Barclays
United Kingdom
$37.2K -$111K -30,830 -73%
Balyasny Asset Management
94
Balyasny Asset Management
Illinois
$36.9K +$41.3K +11,452 New
JF
95
Jump Financial
Illinois
$35.1K -$353K -97,900 -90%
Creative Planning
96
Creative Planning
Kansas
$33.8K +$1.83K +508 +5%
LPL Financial
97
LPL Financial
California
$33.5K +$37.5K +10,397 New
Allspring Global Investments
98
Allspring Global Investments
North Carolina
$31.9K +$1.5K +415 +4%
AB
99
Amalgamated Bank
New York
$22K – – –
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$21.7K – – –
2 3
4
5 6

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.