We are live on ! Find out more
SWK icon

Stanley Black & Decker
SWK

715 hedge funds and large institutions have $15.5B invested in Stanley Black & Decker in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 219 increasing their positions, 274 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $332M | Put options by funds: $147M

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

2.2% more ownership

Funds ownership: 86.31% → 88.51% (+2.2%)

1% less funds holding

Funds holding: 721 → 715 (-6)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

19% less capital invested

Capital invested by funds: $19.2B → $15.5B (-$3.74B)

20% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 274

Holders
715
Holders Change
-6
Holders Change %
-0.83%
% of All Funds
15.93%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
107
Increased
219
Reduced
274
Closed
108
Calls
$332M
Puts
$147M
Net Calls
+$185M
Net Calls Change
-$65.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$248M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$221M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$180M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$120M
5
Pzena Investment Management
Pzena Investment Management
New York
+$106M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$393M
2
JP Morgan Chase
JP Morgan Chase
New York
-$259M
3
Ameriprise
Ameriprise
Minnesota
-$91.2M
4
WRF
Waddell & Reed Financial
Kansas
-$71.6M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$52.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSNBOA
226
Old Second National Bank of Aurora
Illinois
$2.72M +$48.3K +387 +2%
Creative Planning
227
Creative Planning
Kansas
$2.68M +$22K +176 +0.8%
VCA
228
Verdence Capital Advisors
Maryland
$2.66M +$671K +5,373 +32%
SCA
229
Spearhead Capital Advisors
Florida
$2.66M +$57K +457 +2%
MLICM
230
Metropolitan Life Insurance Company (MetLife)
New York
$2.63M -$14K -112 -0.5%
CP
231
Cumberland Partners
Ontario, Canada
$2.62M – – –
MSA
232
Mason Street Advisors
Wisconsin
$2.55M -$26.6K -213 -1%
Truist Financial
233
Truist Financial
North Carolina
$2.54M -$1.49M -11,921 -36%
TCM
234
Twin Capital Management
Pennsylvania
$2.53M +$2.64M +21,140 New
HighTower Advisors
235
HighTower Advisors
Illinois
$2.48M -$3.28M -26,288 -56%
LPU
236
Lansdowne Partners (UK)
United Kingdom
$2.46M – – –
RIL
237
Rothschild Investment LLC
Illinois
$2.45M -$12.5K -100 -0.5%
SCM
238
Stormborn Capital Management
Connecticut
$2.44M -$6.28M -50,300 -71%
Cambridge Investment Research Advisors
239
Cambridge Investment Research Advisors
Iowa
$2.44M -$12.7K -102 -0.5%
Verition Fund Management
240
Verition Fund Management
Connecticut
$2.31M +$2.41M +19,300 New
AB
241
Amalgamated Bank
New York
$2.27M -$58.2K -466 -2%
NLGIA
242
Nippon Life Global Investors Americas
New York
$2.25M -$1.26M -10,100 -35%
YIA
243
YHB Investment Advisors
Connecticut
$2.24M -$27.5K -220 -1%
Mitsubishi UFJ Asset Management
244
Mitsubishi UFJ Asset Management
Japan
$2.23M -$201K -1,608 -8%
WB
245
Webster Bank
Connecticut
$2.23M -$131K -1,047 -5%
JGUA
246
John G. Ullman & Associates
New York
$2.23M -$81.1K -650 -3%
SLI
247
Sumitomo Life Insurance
Japan
$2.21M -$136K -1,086 -6%
VIG
248
Vienna Insurance Group
Poland
$2.21M +$1.56M +12,526 +212%
NIC
249
Northwest Investment Counselors
Oregon
$2.17M +$69.3K +555 +3%
SMDAM
250
Sumitomo Mitsui DS Asset Management
Japan
$2.15M -$326K -2,615 -13%
8 9
10
11 12

SWK Hedge Fund Activity: Q4 2018 in Review

715 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2018, worth a combined $15.5B — down 19% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of SWK and 107 opened new positions — a net loss of 1 holder — while 274 trimmed existing stakes and 219 added.

The largest buyer was Citadel Advisors, adding an estimated $248M. The largest seller was T. Rowe Price Associates, cutting an estimated $393M.

  • 715 institutional investors held Stanley Black & Decker (SWK) as of Q4 2018, down from 721 in Q3 2018.
  • Funds reported $15.5B of Stanley Black & Decker stock for Q4 2018, down 19% quarter-over-quarter.
  • 107 funds opened new Stanley Black & Decker positions in Q4 2018 and 108 closed out, a net change of -1 holder.
  • The largest Stanley Black & Decker buyer in Q4 2018 was Citadel Advisors, an estimated $248M added.
  • The largest Stanley Black & Decker seller in Q4 2018 was T. Rowe Price Associates, an estimated $393M sold.

Based on aggregated 13F filings for Q4 2018.