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SWH

Stanley Black & Decker, Inc.

Delisted

SWH was delisted on the 16th of November, 2016.

48 hedge funds and large institutions have $353M invested in Stanley Black & Decker, Inc. in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

10% more capital invested

Capital invested by funds: $320M → $353M (+$32.6M)

4% more funds holding

Funds holding: 4648 (+2)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
20
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$42M +$1.25M +11,150 +3%
BA
2
BlackRock Advisors
Delaware
$29.7M -$3.14M -28,090 -10%
Invesco
3
Invesco
Georgia
$27.9M +$3.3M +29,500 +14%
Federated Hermes
4
Federated Hermes
Pennsylvania
$24.5M +$10.3M +91,731 +74%
ACM
5
Advent Capital Management
New York
$23.2M +$2.8K +25 +0%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.6M +$637K +5,700 +3%
Aviva
7
Aviva
United Kingdom
$20.5M +$11.2M +100,000 +125%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$19.6M +$1.04M +9,337 +6%
Calamos Advisors
9
Calamos Advisors
Illinois
$18M +$884K +7,905 +5%
PI
10
Putnam Investments
Massachusetts
$17.6M -$1.68K -15 -0%
JCP
11
Jabre Capital Partners
Switzerland
$12M -$55.9M -500,000 -5%
JP Morgan Chase
12
JP Morgan Chase
New York
$11.4M -$1.01M -9,000 -8%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$9.24M -$257K -2,295 -3%
JAM
14
Jupiter Asset Management
United Kingdom
$9.12M
BG
15
BlackRock Group
United Kingdom
$8.42M +$201K +1,800 +2%
ClearBridge Investments
16
ClearBridge Investments
New York
$8.42M +$5.46M +48,835 +195%
Victory Capital Management
17
Victory Capital Management
Texas
$8.29M +$301K +2,696 +4%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$7.54M -$3.4M -30,444 -26%
PC
19
Passport Capital
California
$4.56M +$4.47M +40,000 New
BIM
20
BlackRock Investment Management
Delaware
$4.16M +$289K +2,582 +8%
PCM
21
Palisade Capital Management
New Jersey
$3.34M
CI
22
Conning Inc
Connecticut
$2.85M +$1.15M +10,300 +70%
DCM
23
Dinsmore Capital Management
New Jersey
$2.27M
MAA
24
Managed Account Advisors
New Jersey
$1.95M +$298K +2,666 +19%
CWM
25
Calamos Wealth Management
Illinois
$1.78M +$1.75M +15,615 New

SWH Hedge Fund Activity: Q2 2014 in Review

48 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker, Inc. (SWH) for Q2 2014, worth a combined $353M — up 10% from $320M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SWH positions and 8 closed out — a net gain of 2 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Aviva, adding an estimated $11.2M. The largest seller was Jabre Capital Partners, cutting an estimated $55.9M.

  • 48 institutional investors held Stanley Black & Decker, Inc. (SWH) as of Q2 2014, up from 46 in Q1 2014.
  • Funds reported $353M of Stanley Black & Decker, Inc. stock for Q2 2014, up 10% quarter-over-quarter.
  • 10 funds opened new Stanley Black & Decker, Inc. positions in Q2 2014 and 8 closed out, a net change of +2 holders.
  • The largest Stanley Black & Decker, Inc. buyer in Q2 2014 was Aviva, an estimated $11.2M added.
  • The largest Stanley Black & Decker, Inc. seller in Q2 2014 was Jabre Capital Partners, an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2014.