Stanley Black & Decker
566 hedge funds and large institutions have $13B invested in Stanley Black & Decker in 2014 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 193 reducing their positions, and 39 closing their positions.
103% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 39
11% more call options, than puts
Call options by funds: $134M | Put options by funds: $120M
10% more capital invested
Capital invested by funds: $11.8B → $13B (+$1.2B)
6% more funds holding
Funds holding: 536 → 566 (+30)
1.38% more ownership
Funds ownership: 85.08% → 86.46% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 193
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$204M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$142M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$81.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$77.2M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$64.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$190M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$118M |
| 3 |
JP Morgan Chase
New York
|
-$101M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$58.4M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$53.2M |
SWK Hedge Fund Activity: Q4 2014 in Review
566 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2014, worth a combined $13B — up 10% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new SWK positions and 39 closed out — a net gain of 40 holders — while 188 added to existing stakes and 193 trimmed.
The largest buyer was Pzena Investment Management, opening a new position worth an estimated $204M. The largest seller was Adage Capital Partners, cutting an estimated $190M.
- 566 institutional investors held Stanley Black & Decker (SWK) as of Q4 2014, up from 536 in Q3 2014.
- Funds reported $13B of Stanley Black & Decker stock for Q4 2014, up 10% quarter-over-quarter.
- 79 funds opened new Stanley Black & Decker positions in Q4 2014 and 39 closed out, a net change of +40 holders.
- The largest Stanley Black & Decker buyer in Q4 2014 was Pzena Investment Management, an estimated $204M added.
- The largest Stanley Black & Decker seller in Q4 2014 was Adage Capital Partners, an estimated $190M sold.
Based on aggregated 13F filings for Q4 2014.