Latham Group
SWIM
107 hedge funds and large institutions have $86.7M invested in Latham Group in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 15 closing their positions.
250% more call options, than puts
Call options by funds: $35K | Put options by funds: $10K
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
4% more funds holding
Funds holding: 103 → 107 (+4)
1.82% less ownership
Funds ownership: 28.8% → 26.97% (-1.8%)
12% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 41
29% less capital invested
Capital invested by funds: $123M → $86.7M (-$35.9M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$2.89M |
| 2 |
Millennium Management
New York
|
+$2.3M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.04M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.79M |
| 5 |
Renaissance Technologies
New York
|
+$874K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$8.12M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$6.83M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.13M |
| 4 |
Goldman Sachs
New York
|
-$709K |
| 5 |
VC
Voss Capital
Houston,
Texas
|
-$694K |
SWIM Hedge Fund Activity: Q3 2023 in Review
107 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q3 2023, worth a combined $86.7M — down 29% from $123M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SWIM positions and 15 closed out — a net gain of 5 holders — while 36 added to existing stakes and 41 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $2.89M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $8.12M sold.
- 107 institutional investors held Latham Group (SWIM) as of Q3 2023, up from 103 in Q2 2023.
- Funds reported $86.7M of Latham Group stock for Q3 2023, down 29% quarter-over-quarter.
- 20 funds opened new Latham Group positions in Q3 2023 and 15 closed out, a net change of +5 holders.
- The largest Latham Group buyer in Q3 2023 was Victory Capital Management, an estimated $2.89M added.
- The largest Latham Group seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $8.12M sold.
Based on aggregated 13F filings for Q3 2023.