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Latham Group
SWIM

126 hedge funds and large institutions have $262M invested in Latham Group in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 49 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,932% more call options, than puts

Call options by funds: $1.52M | Put options by funds: $75K

218% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 11

69% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 29

21% more funds holding

Funds holding: 104 → 126 (+22)

4.24% less ownership

Funds ownership: 35.8% → 31.56% (-4.2%)

54% less capital invested

Capital invested by funds: $567M → $262M (-$305M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
126
Holders Change
+22
Holders Change %
+21.15%
% of All Funds
2.12%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
49
Reduced
29
Closed
11
Calls
$1.52M
Puts
$75K
Net Calls
+$1.45M
Net Calls Change
+$1.45M

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$13.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$12.9M
3
Goldman Sachs
Goldman Sachs
New York
+$3.86M
4
Victory Capital Management
Victory Capital Management
Texas
+$2.92M
5
Wells Fargo
Wells Fargo
California
+$2.59M

Top Sellers

1
FAM
Fred Alger Management
New York
-$45.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$19.6M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$14M
4
IECM
Intrinsic Edge Capital Management
Illinois
-$5.89M
5
Bank of America
Bank of America
North Carolina
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$23K – – –
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$20.5K – – –
Barclays
103
Barclays
United Kingdom
$15K -$53.8K -5,062 -70%
PHK
104
Point72 Hong Kong
Hong Kong
$14K -$48.9K -4,607 -69%
UBS Group
105
UBS Group
Switzerland
$8K -$35.1K -3,304 -75%
SPIA
106
Steward Partners Investment Advisory
New York
$8K -$5.17K -487 -31%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$7K +$11.7K +1,101 New
DFCM
108
Dark Forest Capital Management
Puerto Rico
$6K -$1.94K -183 -17%
US Bancorp
109
US Bancorp
Minnesota
$5K +$3.74K +352 +85%
BC
110
Bartlett & Co
Ohio
$5K +$7.05K +664 New
BCWM
111
Bartlett & Co Wealth Management
Ohio
$4.6K +$7.05K +664 New
CWC
112
Carolinas Wealth Consulting
North Carolina
$4K – – –
WTA
113
Washington Trust Advisors
Massachusetts
$4K – – –
TWA
114
TCI Wealth Advisors
Arizona
$3K +$2.37K +223 +89%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$3K +$4.11K +387 New
Group One Trading
116
Group One Trading
Illinois
$3K +$5.31K +500 New
EWA
117
EverSource Wealth Advisors
Alabama
$2K – – –
GRP
118
Global Retirement Partners
California
$2K – – –
IFAM
119
Institutional & Family Asset Management
Colorado
$2K +$1.13K +106 +73%
PTC
120
Private Trust Company
Ohio
$2K +$3.09K +291 New
SWM
121
Spire Wealth Management
Virginia
$2K +$3.81K +359 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$1K -$2.69K -253 -70%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$1K +$839 +79 New
AAP
124
Arax Advisory Partners
Colorado
$1K +$1.83K +172 +430%
Federated Hermes
125
Federated Hermes
Pennsylvania
– -$19.6M -1,480,500 Closed
2 3 4
5
6

SWIM Hedge Fund Activity: Q2 2022 in Review

126 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q2 2022, worth a combined $262M — down 54% from $567M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SWIM positions and 11 closed out — a net gain of 24 holders — while 49 added to existing stakes and 29 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $13.8M. The largest seller was Fred Alger Management, cutting an estimated $45.4M.

  • 126 institutional investors held Latham Group (SWIM) as of Q2 2022, up from 104 in Q1 2022.
  • Funds reported $262M of Latham Group stock for Q2 2022, down 54% quarter-over-quarter.
  • 35 funds opened new Latham Group positions in Q2 2022 and 11 closed out, a net change of +24 holders.
  • The largest Latham Group buyer in Q2 2022 was Russell Investments Group, an estimated $13.8M added.
  • The largest Latham Group seller in Q2 2022 was Fred Alger Management, an estimated $45.4M sold.

Based on aggregated 13F filings for Q2 2022.