Exploring Latham Group, Inc. (SWIM) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Latham Group, Inc. (SWIM), and what drives their investment decisions? As of April 2025, a total of 319 institutional owners and shareholders have filed forms with the Securities Exchange Commission (SEC), holding a combined 120,207,308 shares. But who exactly are these key investors, and what's their stake in the company's future? Are they betting on long-term growth, or are there other factors influencing their positions? Let's dive into the investor profile of Latham Group to uncover the 'who' and 'why' behind the stock.

Latham Group, Inc. (SWIM) Who Invests in Latham Group, Inc. (SWIM) and Why?

Understanding the investor profile of Latham Group, Inc. (SWIM) involves examining the diverse range of entities and individuals who hold its stock, and their motivations for doing so. These investors can typically be categorized into retail investors, institutional investors, and potentially hedge funds, each bringing different investment strategies and objectives.

Key Investor Types:

Retail Investors: These are individual investors who buy and sell shares of Latham Group, Inc. (SWIM) for their own accounts. Their investment decisions are often influenced by factors such as personal financial goals, risk tolerance, and information gathered from various sources, including financial news, company reports, and advice from financial advisors.

Institutional Investors: A significant portion of Latham Group, Inc. (SWIM)'s shares are held by institutional investors. These entities manage large sums of money on behalf of others and include:

• Mutual Funds: These funds pool money from many investors to purchase a diversified portfolio of stocks, bonds, or other assets. They may invest in Latham Group, Inc. (SWIM) as part of their investment strategy to track a particular market index or to achieve specific investment objectives.
• Pension Funds: These funds manage retirement savings for a large number of individuals. They often have a long-term investment horizon and seek stable, long-term returns.
• Insurance Companies: These companies invest premiums collected from policyholders to fund future claims and liabilities. They typically have a conservative investment approach, focusing on safety and income generation.
• Investment Management Firms: These firms manage assets for high-net-worth individuals, families, and institutions. They may invest in Latham Group, Inc. (SWIM) based on their assessment of the company's growth potential and valuation.

Hedge Funds: These are investment partnerships that use more aggressive strategies to generate higher returns for their investors. While it's less common, some hedge funds might invest in Latham Group, Inc. (SWIM), seeking to capitalize on short-term market opportunities or to implement specific investment theses.

Investment Motivations:

Investors are attracted to Latham Group, Inc. (SWIM) for a variety of reasons, primarily revolving around the company's financial health, market position, and growth prospects:

• Growth Prospects: Investors often look at the growth potential within the in-ground swimming pool industry.
• Market Position: Latham Group, Inc. (SWIM)'s position in the market is a key factor. As a significant player, the company benefits from brand recognition, distribution networks, and economies of scale.

Investment Strategies:

The strategies employed by investors in Latham Group, Inc. (SWIM) can vary widely depending on their investment objectives and risk tolerance:

• Long-Term Holding: Many institutional investors, such as pension funds and insurance companies, adopt a long-term holding strategy. They invest in Latham Group, Inc. (SWIM) with the expectation of holding the shares for several years, benefiting from the company's long-term growth and stability.
• Short-Term Trading: Some investors, particularly hedge funds and active traders, may engage in short-term trading strategies, seeking to profit from short-term price fluctuations in Latham Group, Inc. (SWIM)'s stock.
• Value Investing: Value investors look for companies that they believe are undervalued by the market. They may invest in Latham Group, Inc. (SWIM) if they believe the company's stock price is below its intrinsic value, based on factors such as its assets, earnings, and growth prospects.

For more insights into Latham Group, Inc. (SWIM), you might find this resource helpful: Latham Group, Inc. (SWIM): History, Ownership, Mission, How It Works & Makes Money

Latham Group, Inc. (SWIM) Institutional Ownership and Major Shareholders of Latham Group, Inc. (SWIM)

Institutional ownership in Latham Group, Inc. (SWIM) provides insights into the stability and potential direction of the company's stock. Examining which institutions hold significant shares and any recent changes in their positions can be valuable for investors.

As of December 31, 2024, the top institutional holders of Latham Group, Inc. (SWIM) include:

• BlackRock Fund Advisors: Holding 3,101,577 shares, representing 3.17% of the company.
• Vanguard Index Funds: Holding 7,534,469 shares, representing 7.70% of the company.
• Fidelity Management & Research: Holding 3,879,924 shares, representing 3.97% of the company.

These major institutional investors play a crucial role in shaping market sentiment and influencing the stock price of Latham Group, Inc. (SWIM).

Recent changes in institutional ownership can signal shifts in confidence and investment strategy. For example:

• Vanguard Index Funds increased its stake by 254,257 shares in the last quarter.
• BlackRock Fund Advisors decreased its stake by 32,718 shares in the last quarter.
• Fidelity Management & Research increased its stake by 184,487 shares in the last quarter.

These adjustments reflect ongoing evaluations of Latham Group, Inc. (SWIM)'s performance and prospects.

Here's a detailed look at the ownership composition:

Large institutional investors can significantly impact a company's stock price through their trading activity. Their investment decisions often reflect in-depth research and analysis, making their actions closely watched by other investors. Moreover, substantial institutional ownership can enhance a company's credibility and stability, potentially attracting further investment.

To gain more insights into the company's financial standing, consider reading: Breaking Down Latham Group, Inc. (SWIM) Financial Health: Key Insights for Investors

Latham Group, Inc. (SWIM) Key Investors and Their Impact on Latham Group, Inc. (SWIM)

Understanding the investor profile of Latham Group, Inc. (SWIM) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

Institutional ownership often signals confidence in a company's long-term prospects. For Latham Group, Inc. (SWIM), institutional investors hold a significant portion of the company's stock. According to Yahoo Finance, as of December 31, 2024, the total institutional ownership is at 98.70%. This indicates that a vast majority of the company's shares are held by institutions such as mutual funds, pension funds, hedge funds, and insurance companies.

Here's a breakdown of some notable institutional investors in Latham Group, Inc. (SWIM):

• BlackRock Fund Advisors: As of March 31, 2024, BlackRock Fund Advisors held 2,478,891 shares.
• Vanguard Index Funds: As of March 31, 2024, Vanguard Index Funds held 2,374,312 shares.
• Dimensional Fund Advisors LP: As of March 31, 2024, Dimensional Fund Advisors LP held 1,324,297 shares.
• State Street Global Advisors: As of March 31, 2024, State Street Global Advisors held 729,473 shares.
• Geode Capital Management LLC: As of March 31, 2024, Geode Capital Management LLC held 666,610 shares.

These major institutional holders play a critical role in shaping the market dynamics of Latham Group, Inc. (SWIM). Their investment decisions, driven by in-depth research and analysis, can influence stock price movements and overall investor sentiment. For instance, a large purchase by a prominent fund can signal confidence, attracting other investors and driving up the stock price, while a significant sell-off can have the opposite effect.

Recent moves by these investors are closely watched. For example, significant increases or decreases in their positions can provide insights into their evolving perspectives on the company's prospects. Monitoring these changes can offer valuable clues about potential shifts in the company's valuation and future performance. The buying and selling activities of these major holders can create short-term volatility and long-term trends in the stock price.

The influence of these investors extends beyond mere stock ownership. They often engage with the company's management through shareholder meetings and direct communication, influencing corporate governance and strategic decisions. Their perspectives on key issues such as capital allocation, executive compensation, and sustainability initiatives can shape the company's policies and direction.

For more detailed information on Latham Group, Inc. (SWIM), you might find this resource helpful: Latham Group, Inc. (SWIM): History, Ownership, Mission, How It Works & Makes Money

Below is a detailed table outlining the most recent holdings of significant institutional investors in Latham Group, Inc. (SWIM):

Activist investors can also play a pivotal role. While there's no readily available information about activist investors specifically targeting Latham Group, Inc. (SWIM) as of late 2024, it's essential to monitor for any future developments. Activist investors often seek to influence company strategy or management to unlock shareholder value, and their involvement can lead to significant changes in a company's direction.

Keeping an eye on major investor moves, institutional ownership percentages, and potential activist involvement is crucial for understanding the dynamics of Latham Group, Inc. (SWIM)'s stock and its strategic trajectory.

Latham Group, Inc. (SWIM) Market Impact and Investor Sentiment

Understanding the market impact and investor sentiment surrounding Latham Group, Inc. (SWIM) is crucial for investors. Recent market behaviors and the perspectives of major shareholders and analysts provide a comprehensive view of the company's current standing and future prospects. The stock market's reaction to significant investor moves and changes in ownership can offer valuable insights. A balanced analysis incorporating these factors is essential for making informed investment decisions.

Investor sentiment toward Latham Group, Inc. (SWIM) reflects the overall confidence and expectations of major shareholders. While pinpointing exact sentiments (positive, neutral, or negative) requires up-to-the-minute data, monitoring significant ownership changes and institutional trading activity can provide clues. For instance, a surge in institutional buying might indicate a positive outlook, whereas increased selling could suggest concerns about the company's performance or future prospects.

Recent market reactions to Latham Group, Inc. (SWIM) stock often correlate with major investor moves. Significant increases or decreases in holdings by institutional investors or large shareholders typically trigger noticeable shifts in stock price and trading volume. Tracking these reactions helps gauge market confidence and identify potential opportunities or risks. For example, a large institutional investor increasing their stake might lead to a price surge, while a significant sell-off could cause a decline.

Analyst perspectives play a key role in shaping investor sentiment and influencing market behavior regarding Latham Group, Inc. (SWIM). Analysts' ratings, price targets, and commentary on company performance, industry trends, and strategic initiatives provide valuable context for investors. Positive analyst reports can boost investor confidence, while negative assessments may trigger caution. Keeping abreast of analyst opinions helps investors assess the potential impact of key investors on Latham Group, Inc.'s future.

For example, if analysts project strong growth based on Latham Group, Inc.'s expansion into new markets or innovative product offerings, this can positively influence investor sentiment and attract more investment. Conversely, if analysts express concerns about increasing competition or weakening demand, it may lead to a more cautious approach from investors.

Changes in ownership and large investor moves can significantly impact Latham Group, Inc. (SWIM). Here’s how:

• Stock Price Volatility: Major transactions can cause short-term price swings.
• Investor Confidence: Large purchases can signal confidence, while sales might raise concerns.
• Strategic Shifts: New major shareholders may influence company direction.
• Market Perception: Institutional activity affects how the market views the stock.

Here's an example of how institutional ownership can affect a company's stock:

Institutional investors often conduct thorough due diligence before making significant investments, and their actions can signal confidence or concern to the broader market. Recent trends in institutional ownership of Latham Group, Inc. (SWIM) can be telling.

Further insights into Latham Group, Inc.'s financial standing can be found here: Breaking Down Latham Group, Inc. (SWIM) Financial Health: Key Insights for Investors