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Latham Group
SWIM

109 hedge funds and large institutions have $95.2M invested in Latham Group in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 29

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

4% more funds holding

Funds holding: 105 → 109 (+4)

0.44% more ownership

Funds ownership: 26.61% → 27.05% (+0.44%)

23% less capital invested

Capital invested by funds: $124M → $95.2M (-$28.9M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

97% less call options, than puts

Call options by funds: $1K | Put options by funds: $32K

Holders
109
Holders Change
+4
Holders Change %
+3.81%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
43
Reduced
29
Closed
17
Calls
$1K
Puts
$32K
Net Calls
-$31K
Net Calls Change
-$94K

Top Buyers

1
VC
Voss Capital
Texas
+$1.83M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$819K
3
RC
Roubaix Capital
Colorado
+$792K
4
American Century Companies
American Century Companies
Missouri
+$743K
5
FG
Formula Growth
Quebec, Canada
+$732K

Top Sellers

1
FAM
Fred Alger Management
New York
-$5.25M
2
Victory Capital Management
Victory Capital Management
Texas
-$942K
3
Bank of America
Bank of America
North Carolina
-$614K
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$252K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
101
Opal Wealth Advisors
New York
$558 +$641 +184 New
HNB
102
Huntington National Bank
Ohio
$485 – – –
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$342 +$227 +65 +135%
RIL
104
Rothschild Investment LLC
Illinois
$258 +$296 +85 New
Kayne Anderson Rudnick Investment Management
105
Kayne Anderson Rudnick Investment Management
California
$242 – – –
Allspring Global Investments
106
Allspring Global Investments
North Carolina
$112 +$129 +37 New
Federated Hermes
107
Federated Hermes
Pennsylvania
$3 +$3 +1 New
FAM
108
Fred Alger Management
New York
– -$5.25M -1,324,575 Closed
Natixis Advisors
109
Natixis Advisors
Massachusetts
– -$252K -63,720 Closed
SOW
110
State of Wyoming
Wyoming
– -$156K -39,348 Closed
Truist Financial
111
Truist Financial
North Carolina
– -$101K -25,380 Closed
Citadel Advisors
112
Citadel Advisors
Florida
– -$80.9K -23,216 Closed
OAM
113
Oppenheimer Asset Management
New York
– -$89.6K -22,629 Closed
SEI Investments
114
SEI Investments
Pennsylvania
– -$83.4K -21,066 Closed
Lazard Asset Management
115
Lazard Asset Management
New York
– -$80K -20,421 Closed
Cerity Partners
116
Cerity Partners
New York
– -$76.8K -19,400 Closed
AIG
117
American International Group
New York
– -$75.8K -19,147 Closed
VF
118
Virtu Financial
New York
– -$66K -16,713 Closed
SG Americas Securities
119
SG Americas Securities
New York
– -$54K -13,580 Closed
First Manhattan
120
First Manhattan
New York
– -$13.9K -3,500 Closed
EC
121
EntryPoint Capital
New York
– -$8.03K -2,027 Closed
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
– -$4.2K -1,061 Closed
AWM
123
Avior Wealth Management
Nebraska
– -$47 -12 Closed
C
124
Covestor
United Kingdom
– -$3 -1 -3%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
– +$251 +72 +1,440%
1 2 3 4
5

SWIM Hedge Fund Activity: Q2 2024 in Review

109 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q2 2024, worth a combined $95.2M — down 23% from $124M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SWIM positions and 17 closed out — a net gain of 5 holders — while 43 added to existing stakes and 29 trimmed.

The largest buyer was Voss Capital, adding an estimated $1.83M. The largest seller was Fred Alger Management, exiting entirely with an estimated $5.25M sold.

  • 109 institutional investors held Latham Group (SWIM) as of Q2 2024, up from 105 in Q1 2024.
  • Funds reported $95.2M of Latham Group stock for Q2 2024, down 23% quarter-over-quarter.
  • 22 funds opened new Latham Group positions in Q2 2024 and 17 closed out, a net change of +5 holders.
  • The largest Latham Group buyer in Q2 2024 was Voss Capital, an estimated $1.83M added.
  • The largest Latham Group seller in Q2 2024 was Fred Alger Management, an estimated $5.25M sold.

Based on aggregated 13F filings for Q2 2024.