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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
PMEF
101
Point72 Middle East FZE
United Arab Emirates
$20.4K +$22.8K +6,321 New
AIP
102
Ameritas Investment Partners
Nebraska
$12.2K – – –
Citigroup
103
Citigroup
New York
$10.4K -$36.5K -10,120 -76%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$9.88K +$415 +115 +4%
EWA
105
EverSource Wealth Advisors
Alabama
$7.83K +$8.77K +2,432 New
ASN
106
Advisory Services Network
Georgia
$5.59K +$6.26K +1,736 New
Group One Trading
107
Group One Trading
Illinois
$3.88K +$2.54K +705 +141%
SPIA
108
Steward Partners Investment Advisory
New York
$3.46K -$977 -271 -20%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$3.25K +$1.14K +317 +46%
US Bancorp
110
US Bancorp
Minnesota
$2.3K +$2.57K +713 New
LC
111
Lindbrook Capital
California
$2.18K +$1.19K +331 +96%
Bessemer Group
112
Bessemer Group
New Jersey
$2K +$2.3K +637 New
CWC
113
Carolinas Wealth Consulting
North Carolina
$1.69K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$1.6K +$1.79K +497 New
AF
115
Allworth Financial
California
$1.51K +$1.69K +468 New
DFCM
116
Dark Forest Capital Management
Puerto Rico
$1.16K -$20.7K -5,735 -94%
EI
117
Ellevest Inc
New York
$873 +$69 +19 +8%
AAP
118
Arax Advisory Partners
Colorado
$802 – – –
IFAM
119
Institutional & Family Asset Management
Colorado
$786 -$25 -7 -3%
MCC
120
Money Concepts Capital
Florida
$370 +$415 +115 New
PFBT
121
Parkside Financial Bank & Trust
Missouri
$319 +$357 +99 New
VCM
122
Versant Capital Management
Arizona
$270 +$137 +38 +83%
Dimensional Fund Advisors
123
Dimensional Fund Advisors
Texas
$111 +$33.9K +9,406 +37%
AACP
124
Advantage Alpha Capital Partners
California
– -$3.49M -972,038 Closed
CC
125
Cannell Capital
Wyoming
– -$3.46M -963,173 Closed
3 4
5
6 7

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.