Latham Group
SWIM
113 hedge funds and large institutions have $93.5M invested in Latham Group in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 24 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 33
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less ownership
Funds ownership: 28.5% → 28.49% (-0%)
12% less funds holding
Funds holding: 128 → 113 (-15)
13% less capital invested
Capital invested by funds: $107M → $93.5M (-$14M)
40% less call options, than puts
Call options by funds: $43K | Put options by funds: $72K
58% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
+$2.77M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.68M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.63M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$767K |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$547K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$4.24M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.84M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
-$1.3M |
| 4 |
D.E. Shaw & Co
New York
|
-$790K |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$576K |
SWIM Hedge Fund Activity: Q1 2023 in Review
113 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q1 2023, worth a combined $93.5M — down 13% from $107M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of SWIM and 10 opened new positions — a net loss of 14 holders — while 33 trimmed existing stakes and 49 added.
The largest buyer was Voss Capital, adding an estimated $2.77M. The largest seller was River Road Asset Management, exiting entirely with an estimated $4.24M sold.
- 113 institutional investors held Latham Group (SWIM) as of Q1 2023, down from 128 in Q4 2022.
- Funds reported $93.5M of Latham Group stock for Q1 2023, down 13% quarter-over-quarter.
- 10 funds opened new Latham Group positions in Q1 2023 and 24 closed out, a net change of -14 holders.
- The largest Latham Group buyer in Q1 2023 was Voss Capital, an estimated $2.77M added.
- The largest Latham Group seller in Q1 2023 was River Road Asset Management, an estimated $4.24M sold.
Based on aggregated 13F filings for Q1 2023.