Latham Group
SWIM
110 hedge funds and large institutions have $79M invested in Latham Group in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 16 closing their positions.
533% more call options, than puts
Call options by funds: $38K | Put options by funds: $6K
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
3% more funds holding
Funds holding: 107 → 110 (+3)
5% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 40
0.8% less ownership
Funds ownership: 26.97% → 26.17% (-0.8%)
9% less capital invested
Capital invested by funds: $86.7M → $79M (-$7.72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
+$1.63M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$1.15M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.03M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$840K |
| 5 |
FG
Formula Growth
Montreal,
Quebec, Canada
|
+$817K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$9.18M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$609K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$596K |
| 4 |
Millennium Management
New York
|
-$595K |
| 5 |
FAM
Fred Alger Management
New York
|
-$179K |
SWIM Hedge Fund Activity: Q4 2023 in Review
110 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Latham Group (SWIM) for Q4 2023, worth a combined $79M — down 8.9% from $86.7M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SWIM positions and 16 closed out — a net gain of 4 holders — while 42 added to existing stakes and 40 trimmed.
The largest buyer was Voss Capital, adding an estimated $1.63M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $9.18M.
- 110 institutional investors held Latham Group (SWIM) as of Q4 2023, up from 107 in Q3 2023.
- Funds reported $79M of Latham Group stock for Q4 2023, down 8.9% quarter-over-quarter.
- 20 funds opened new Latham Group positions in Q4 2023 and 16 closed out, a net change of +4 holders.
- The largest Latham Group buyer in Q4 2023 was Voss Capital, an estimated $1.63M added.
- The largest Latham Group seller in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $9.18M sold.
Based on aggregated 13F filings for Q4 2023.