Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Latham Group Inc (SWIM)

132 + Investors. Track Smart Money conviction in SWIM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
53%

Smart Money Signals — SWIM

Based on 133 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their SWIM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
133 funds currently hold this stock — 90% of the 3.0-year high of 148 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

77 buying69 selling
Last quarter: 77 funds bought or added vs 69 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 27 → 22 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 20% new
74 out of 133 hedge funds have held SWIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +38% but shares only +3% — price-driven

Value
+37%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

17 → 30 → 27 → 22 → 23 new funds/Q
New funds entering each quarter: 30 → 27 → 22 → 23. SWIM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 17% 1-2yr ■ 23% new
Entry-cohort mix of 133 holders: 81 (61%) are 2+ year veterans, 22 entered 1–2 years ago, and 30 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
41 of 133 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SWIM

In 2026 Q2, 77 hedge funds were net buyers of SWIM (23 opened a new position, 54 added to an existing one), while 69 reduced or exited (39 trimmed, 30 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 35% of total institutional value in SWIM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 133.

Hedge Fund Ownership: SWIM

How many hedge funds hold SWIM — quarterly history vs. share price
Quarterly hedge fund ownership of SWIM vs. share price

Market Analysis: SWIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWIM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SWIM
132 + Investors

Track Smart Money conviction in SWIM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 132 140 -5.71%
13F Shares 109M 106M 2.34%
Total Value $704M $571M 23.26%
New Positions 23 22 +1
Increased Positions 53 45 +8
Closed Positions 31 30 +1
Reduced Positions 39 51 -12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SWIM

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Institutional Holders (2026 Q2)

132 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SWIM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SWIM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pamplona Capital Management, LLC 92.84% 51,845,685 $335.4M
2 ACK Asset Management LLC 4.28% 5,660,000 $36.6M
3 Formula Growth Ltd 3.13% 1,375,082 $8.9M
4 Roubaix Capital, LLC 1.89% 812,601 $5.3M
5 Kennondale Capital Management LLC 1.39% 322,229 $2.1M
6 Onex Canada Asset Management Inc. 1.17% 1,172,434 $7.6M
7 Ewing Morris & Co. Investment Partners Ltd. 0.71% 211,459 $1.4M
8 AdviceOne Advisory Services, LLC 0.67% 184,148 $1.2M
9 CAS Investment Partners, LLC 0.32% 922,639 $6.0M
10 CenterBook Partners LP 0.28% 878,650 $5.7M
11 Rice Hall James & Associates, LLC 0.24% 747,843 $4.8M
12 ELCO Management Co., LLC 0.22% 78,343 $507K
13 AYAL Capital Advisors Ltd 0.20% 112,188 $726K
14 BloombergSen Inc. 0.16% 329,187 $2.1M
15 MQS Management LLC 0.15% 19,117 $124K
16 Gem Investment Advisors, LLC 0.15% 37,338 $242K
17 Wasatch Advisors LP 0.11% 2,524,359 $16.3M
18 Keybank National Association/Oh 0.09% 4,092,908 $26.5M
19 Emerald Mutual Fund Advisers Trust 0.08% 351,654 $2.3M
20 Fox Run Management, L.L.C. 0.06% 58,290 $377K
21 Polar Asset Management Partners Inc. 0.06% 558,700 $3.6M
22 Silvercrest Asset Management Group LLC 0.04% 872,522 $5.6M
23 IFP Advisors, Inc 0.02% 149,503 $967K
24 Quantbot Technologies LP 0.01% 54,904 $355K
25 Emerald Advisers, LLC 0.01% 83,582 $541K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Latham Group Inc (SWIM)

What does the Smart Money Trend signal show for SWIM?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their SWIM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SWIM?

Slight buying edge — 53% buying: Last quarter: 77 funds bought or added vs 69 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SWIM holders?

Strong quality — 35% AUM from major funds: 41 of 133 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SWIM?

56% of holders stayed for 2+ years: 74 out of 133 hedge funds have held SWIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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