Stanley Black & Decker
SWK
529 hedge funds and large institutions have $10.5B invested in Stanley Black & Decker in 2013 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 199 reducing their positions, and 62 closing their positions.
34% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 62
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
16% more call options, than puts
Call options by funds: $197M | Put options by funds: $170M
3% more funds holding
Funds holding: 512 → 529 (+17)
8.37% less ownership
Funds ownership: 82.06% → 73.69% (-8.4%)
12% less capital invested
Capital invested by funds: $11.9B → $10.5B (-$1.37B)
13% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$235M |
| 2 |
Goldman Sachs
New York
|
+$135M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$107M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$98.1M |
| 5 |
JP Morgan Chase
New York
|
+$81.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$303M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$290M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$171M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
| 5 |
IC
Institutional Capital
Chicago,
Illinois
|
-$108M |
SWK Hedge Fund Activity: Q4 2013 in Review
529 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2013, worth a combined $10.5B — down 12% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new SWK positions and 62 closed out — a net gain of 21 holders — while 173 added to existing stakes and 199 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $235M. The largest seller was Massachusetts Financial Services, cutting an estimated $303M.
- 529 institutional investors held Stanley Black & Decker (SWK) as of Q4 2013, up from 512 in Q3 2013.
- Funds reported $10.5B of Stanley Black & Decker stock for Q4 2013, down 12% quarter-over-quarter.
- 83 funds opened new Stanley Black & Decker positions in Q4 2013 and 62 closed out, a net change of +21 holders.
- The largest Stanley Black & Decker buyer in Q4 2013 was T. Rowe Price Associates, an estimated $235M added.
- The largest Stanley Black & Decker seller in Q4 2013 was Massachusetts Financial Services, an estimated $303M sold.
Based on aggregated 13F filings for Q4 2013.