Latham Group Ownership | Who Owns Latham Group?
Latham Group Ownership Summary
Latham Group is owned by 27.17% institutional investors, 9.20% insiders, and 63.63% retail investors. Voss capital is the largest institutional shareholder, holding 3.50% of SWIM shares. iShares Russell 2000 ETF is the top mutual fund, with 0.92% of its assets in Latham Group shares.
SWIM Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Latham Group | 27.17% | 9.20% | 63.63% |
Sector | Industrials Stocks | 60.63% | 10.30% | 29.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Voss capital | 4.03M | 3.50% | $12.20M |
Blackrock | 2.67M | 2.32% | $8.10M |
Ameriprise financial | 2.67M | 2.32% | $8.10M |
Victory capital management | 2.60M | 2.26% | $7.88M |
Vanguard group | 2.09M | 1.81% | $6.32M |
Formula growth | 1.96M | 1.70% | $5.94M |
Ewing morris & co. investment partners | 1.79M | 1.56% | $5.43M |
Dimensional fund advisors lp | 1.34M | 1.17% | $4.07M |
D. e. shaw | 1.01M | 0.88% | $3.07M |
Advantage alpha capital partners lp | 963.25K | 0.84% | $2.92M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Ewing morris & co. investment partners | 1.79M | 3.46% | $5.43M |
Formula growth | 1.96M | 2.16% | $5.94M |
Voss capital | 4.03M | 1.22% | $12.20M |
Roubaix capital | 445.65K | 0.85% | $1.35M |
Advantage alpha capital partners lp | 963.25K | 0.64% | $2.92M |
Abs direct equity fund | 157.12K | 0.53% | $476.08K |
Elco management | 97.76K | 0.17% | $296.22K |
Cornercap investment counsel | 232.32K | 0.11% | $703.93K |
Keel point | 201.26K | 0.10% | $1.11M |
Bridgeway capital management | 694.58K | 0.05% | $2.10M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Voss capital | 4.03M | 1.22% | 525.65K |
Dimensional fund advisors lp | 1.34M | 0.00% | 234.93K |
Roubaix capital | 445.65K | 0.85% | 227.35K |
American century companies | 418.71K | 0.00% | 213.13K |
Formula growth | 1.96M | 2.16% | 210.00K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fred alger management | - | - | -1.32M |
Shay capital | - | - | -348.15K |
Victory capital management | 2.60M | 0.01% | -270.25K |
Premier fund managers | - | - | -212.42K |
Bank of america corp /de/ | 93.70K | - | -176.27K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Keel point | 201.26K | 0.10% | 201.26K | $1.11M |
Rock creek group, lp | 100.00K | 0.04% | 100.00K | $303.00K |
Hillsdale investment management | 64.60K | 0.02% | 64.60K | $195.74K |
Arrowstreet capital, limited partnership | 45.05K | 0.00% | 45.05K | $137.00K |
O'shaughnessy asset management | 29.57K | 0.00% | 29.57K | $89.60K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -12.00 |
Allspring global investments | -37.00 |
Opal wealth advisors | -184.00 |
Point72 (difc) | -960.00 |
Pnc financial services group | -1.06K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2024 | 109 | 4.81% | 31,260,533 | 1.80% | 27 | 3.67% | 64 | 18.52% | 29 | -34.09% |
Mar 31, 2024 | 104 | -4.59% | 30,708,857 | 2.32% | 27 | 3.97% | 54 | -12.90% | 44 | 15.79% |
Dec 31, 2023 | 109 | 2.83% | 30,013,597 | -2.92% | 26 | 3.45% | 62 | 10.71% | 38 | -5.00% |
Sep 30, 2023 | 106 | 4.95% | 30,915,955 | -6.30% | 27 | 3.18% | 56 | 30.23% | 40 | -9.09% |
Jun 30, 2023 | 101 | -7.34% | 32,996,048 | 1.19% | 29 | 3.48% | 43 | -25.86% | 44 | 41.94% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Russell 2000 ETF | 1.06M | 0.92% | -2.39K |
Vanguard Total Stock Mkt Idx Inv | 1.06M | 0.92% | - |
Victory Small Cap Stock | 868.55K | 0.75% | -127.52K |
CT American Smaller Coms(US) InstAccGBP | 607.53K | 0.53% | 18.57K |
Columbia Small Cap Value I | 599.96K | 0.52% | -393.31K |
Invesco Dorsey Wright SmallCap Momt ETF | 586.56K | 0.51% | - |
Avantis US Small Cap Value ETF | 582.58K | 0.50% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 578.64K | 0.50% | - |
DFA US Small Cap Value I | 563.36K | 0.49% | 38.18K |
CT (Lux) American Smaller Com 9U USD | 525.56K | 0.45% | 22.36K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 11, 2024 | Bahl Sanjeev | CHIEF OPERATING OFFICER | Sell | $69.38K |
Nov 11, 2024 | Gloe Oliver C. | CHIEF FINANCIAL OFFICER | Buy | $51.57K |
Oct 31, 2024 | Gloe Oliver C. | CHIEF FINANCIAL OFFICER | Sell | $65.79K |
Aug 26, 2024 | Rajeski Scott Michael | CHIEF EXECUTIVE OFFICER | Sell | $169.07K |
Aug 16, 2024 | Rajeski Scott Michael | CHIEF EXECUTIVE OFFICER | Sell | $200.97K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | 1 | 1 |
2024 Q3 | - | 4 |
2024 Q2 | - | - |
2024 Q1 | 1 | 7 |
2023 Q4 | - | - |
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