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Stanley Black & Decker
SWK

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
83
Increased
173
Reduced
199
Closed
62
Calls
$197M
Puts
$170M
Net Calls
+$27.2M
Net Calls Change
-$4.14M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$232M
2
Goldman Sachs
Goldman Sachs
New York
+$134M
3
BA
BlackRock Advisors
Delaware
+$106M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$96.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.6M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$299M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$286M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$171M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
5
IC
Institutional Capital
Illinois
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
326
AmeriServ Wealth Advisors
Pennsylvania
$780K +$81 +1 +0%
BIC
327
Bridges Investment Counsel
Nebraska
$772K +$4.03K +50 +0.5%
M&T Bank
328
M&T Bank
New York
$755K -$16.1K -200 -2%
BP
329
Ballentine Partners
Massachusetts
$744K – – –
PCM
330
Perkins Capital Management
Minnesota
$734K – – –
OA
331
OFI Advisors
Pennsylvania
$730K +$127K +1,570 +21%
Creative Planning
332
Creative Planning
Kansas
$726K -$6.22K -77 -0.8%
V
333
Veritable
Delaware
$721K -$19.6K -243 -3%
SIM
334
Sentry Investment Management
Wisconsin
$710K +$242K +3,000 +52%
AAM
335
Azzad Asset Management
Virginia
$702K +$265K +3,289 +61%
LBC
336
Lowe Brockenbrough & Co
Virginia
$700K +$700K +8,680 New
TF
337
Tompkins Financial
New York
$697K +$33K +409 +5%
SCM
338
Southport Capital Management
Tennessee
$680K -$20.6K -255 -3%
Zurich Cantonal Bank
339
Zurich Cantonal Bank
Switzerland
$660K +$38.1K +473 +6%
FIM
340
Fruth Investment Management
Texas
$657K – – –
CG
341
Clinton Group
New York
$653K +$653K +8,097 New
OC
342
Oarsman Capital
Wisconsin
$642K +$109K +1,350 +20%
WB
343
Webster Bank
Connecticut
$641K -$169K -2,100 -21%
FT
344
Fiduciary Trust
Massachusetts
$639K – – –
BBA
345
BLB&B Advisors
Pennsylvania
$628K +$10.2K +127 +2%
SGH
346
Schonfeld Group Holdings
New York
$627K +$627K +7,772 New
DADC
347
D.A. Davidson & Co
Montana
$623K +$580K +7,211 +1,340%
WA
348
WBH Advisory
Maryland
$618K +$98.7K +1,225 +19%
AMIM
349
Aull & Monroe Investment Management
Alabama
$611K – – –
SO
350
STRS Ohio
Ohio
$608K – – –
12 13
14
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