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Latham Group
SWIM

128 hedge funds and large institutions have $130M invested in Latham Group in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

836% more call options, than puts

Call options by funds: $103K | Put options by funds: $11K

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

2% more funds holding

Funds holding: 126 → 128 (+2)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0.55% less ownership

Funds ownership: 31.56% → 31.01% (-0.55%)

50% less capital invested

Capital invested by funds: $262M → $130M (-$132M)

Holders
128
Holders Change
+2
Holders Change %
+1.59%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
45
Reduced
38
Closed
27
Calls
$103K
Puts
$11K
Net Calls
+$92K
Net Calls Change
-$1.36M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$8.56M
2
RRAM
River Road Asset Management
Kentucky
+$7.73M
3
Millennium Management
Millennium Management
New York
+$6.5M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$5.73M
5
CC
Cannell Capital
Wyoming
+$5.5M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$35.6M
2
AAM
ACK Asset Management
Connecticut
-$10.4M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$8.23M
4
FAM
Fred Alger Management
New York
-$5.27M
5
LP
LMR Partners
United Kingdom
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
LP
126
LMR Partners
United Kingdom
– -$3.12M -449,966 Closed
PC
127
Pier Capital
Connecticut
– -$2.83M -407,773 Closed
IECM
128
Intrinsic Edge Capital Management
Illinois
– -$2.28M -328,355 Closed
CP
129
CenterBook Partners
Connecticut
– -$709K -102,334 Closed
LPL Financial
130
LPL Financial
California
– -$651K -93,973 Closed
AI
131
Atom Investors
Texas
– -$153K -22,089 Closed
QT
132
Quantbot Technologies
New York
– -$144K -20,819 Closed
OAM
133
Oppenheimer Asset Management
New York
– -$143K -20,620 Closed
PAS
134
Park Avenue Securities
New York
– -$128K -18,542 Closed
EM
135
ELCO Management
New York
– -$122K -17,511 Closed
Select Equity Group
136
Select Equity Group
New York
– -$101K -14,636 Closed
TC
137
TownSquare Capital
Utah
– -$84K -12,098 Closed
EA
138
Emerald Advisers
Pennsylvania
– -$82K -11,860 Closed
YIH
139
Y-Intercept (HK)
Hong Kong
– -$72K -10,358 Closed
XT
140
XTX Topco
Cayman Islands
– -$71K -10,317 Closed
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
– -$7K -1,101 Closed
US Bancorp
142
US Bancorp
Minnesota
– -$5K -764 Closed
BC
143
Bartlett & Co
Ohio
– -$5K -664 Closed
BCWM
144
Bartlett & Co Wealth Management
Ohio
– -$4.6K -664 Closed
TWA
145
TCI Wealth Advisors
Arizona
– -$3K -473 Closed
SWM
146
Spire Wealth Management
Virginia
– -$2K -359 Closed
PTC
147
Private Trust Company
Ohio
– -$2K -291 Closed
GRP
148
Global Retirement Partners
California
– -$2K -265 Closed
EWA
149
EverSource Wealth Advisors
Alabama
– -$2K -238 Closed
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
– -$1K -79 Closed
3 4 5
6
7

SWIM Hedge Fund Activity: Q3 2022 in Review

128 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q3 2022, worth a combined $130M — down 50% from $262M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SWIM positions and 27 closed out — a net gain of 2 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.56M. The largest seller was AllianceBernstein, cutting an estimated $35.6M.

  • 128 institutional investors held Latham Group (SWIM) as of Q3 2022, up from 126 in Q2 2022.
  • Funds reported $130M of Latham Group stock for Q3 2022, down 50% quarter-over-quarter.
  • 29 funds opened new Latham Group positions in Q3 2022 and 27 closed out, a net change of +2 holders.
  • The largest Latham Group buyer in Q3 2022 was Citadel Advisors, an estimated $8.56M added.
  • The largest Latham Group seller in Q3 2022 was AllianceBernstein, an estimated $35.6M sold.

Based on aggregated 13F filings for Q3 2022.