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SWH

Stanley Black & Decker, Inc.

Delisted

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

43 hedge funds and large institutions have $1.78B invested in Stanley Black & Decker, Inc. in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

442% more capital invested

Capital invested by funds: $329M → $1.78B (+$1.45B)

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

10% less funds holding

Funds holding: 4843 (-5)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.45B -$1.39M -12,071 Closed
Franklin Resources
2
Franklin Resources
California
$43.6M +$201K +1,750 +0.5%
Calamos Advisors
3
Calamos Advisors
Illinois
$34.9M +$6.09M +53,000 +22%
BA
4
BlackRock Advisors
Delaware
$30.6M
Federated Hermes
5
Federated Hermes
Pennsylvania
$27.9M +$75.6K +658 +0.3%
Invesco
6
Invesco
Georgia
$23.1M -$5.56M -48,367 -20%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$22.1M +$1.55M +13,461 +8%
MSL
8
Mackay Shields LLC
New York
$20M
ACM
9
Advent Capital Management
New York
$18.8M -$21.2M -184,636 Closed
PI
10
Putnam Investments
Massachusetts
$16M +$14.4K +125 +0.1%
JP Morgan Chase
11
JP Morgan Chase
New York
$11.2M -$767K -6,678 -7%
ClearBridge Investments
12
ClearBridge Investments
New York
$11.1M -$21.8K -190 -0.2%
Victory Capital Management
13
Victory Capital Management
Texas
$10.6M +$3.32M +28,879 +47%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$9.75M +$310K +2,700 +3%
BG
15
BlackRock Group
United Kingdom
$9.42M -$34.5K -300 -0.4%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$8.26M +$3.9K +34 +0%
PC
17
Passport Capital
California
$7.06M
BIM
18
BlackRock Investment Management
Delaware
$4.35M -$16.1K -140 -0.4%
JCP
19
Jabre Capital Partners
Switzerland
$3.54M
PCM
20
Palisade Capital Management
New Jersey
$3.44M -$15M -130,201 -82%
JAM
21
Jupiter Asset Management
United Kingdom
$2.98M -$5.74M -50,000 Closed
CI
22
Conning Inc
Connecticut
$2.94M
DCM
23
Dinsmore Capital Management
New Jersey
$2.35M
CWM
24
Calamos Wealth Management
Illinois
$2.01M +$21.2K +185 +1%
MAA
25
Managed Account Advisors
New Jersey
$1.92M -$36.9K -321 -2%

SWH Hedge Fund Activity: Q4 2014 in Review

43 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker, Inc. (SWH) for Q4 2014, worth a combined $1.78B — up 442% from $329M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SWH and 4 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Calamos Advisors, adding an estimated $6.09M. The largest seller was Advent Capital Management, exiting entirely with an estimated $21.2M sold.

  • 43 institutional investors held Stanley Black & Decker, Inc. (SWH) as of Q4 2014, down from 48 in Q3 2014.
  • Funds reported $1.78B of Stanley Black & Decker, Inc. stock for Q4 2014, up 442% quarter-over-quarter.
  • 4 funds opened new Stanley Black & Decker, Inc. positions in Q4 2014 and 7 closed out, a net change of -3 holders.
  • The largest Stanley Black & Decker, Inc. buyer in Q4 2014 was Calamos Advisors, an estimated $6.09M added.
  • The largest Stanley Black & Decker, Inc. seller in Q4 2014 was Advent Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2014.