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Stanley Black & Decker

543 hedge funds and large institutions have $11.7B invested in Stanley Black & Decker in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 183 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $284M | Put options by funds: $123M

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $10.6B → $11.7B (+$1.09B)

3% more funds holding

Funds holding: 527543 (+16)

1.35% more ownership

Funds ownership: 83.66%85.01% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 183

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
543
Holders Change
+16
Holders Change %
+3.04%
% of All Funds
15.61%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
56
Increased
191
Reduced
183
Closed
34
Calls
$284M
Puts
$123M
Net Calls
+$161M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
326
Boston Family Office
Massachusetts
$751K +$27.7K +325 +4%
B
327
Barings
North Carolina
$745K +$409K +4,800 +130%
SCM
328
Southport Capital Management
Tennessee
$740K
CNB
329
City National Bank
California
$721K +$226K +2,655 +48%
SIM
330
Sentry Investment Management
Wisconsin
$720K -$51.2K -601 -7%
OC
331
Oarsman Capital
Wisconsin
$719K +$3.49K +41 +0.5%
FIM
332
Fruth Investment Management
Texas
$718K
V
333
Veritable
Delaware
$712K +$25.4K +298 +4%
BIM
334
Bridges Investment Management
Nebraska
$700K +$106K +1,245 +18%
PIM
335
Penobscot Investment Management
Massachusetts
$689K +$29.4K +345 +5%
FT
336
Fiduciary Trust
Massachusetts
$688K -$8.52K -100 -1%
AIC
337
Aurora Investment Counsel
Georgia
$677K +$7.16K +84 +1%
BBA
338
BLB&B Advisors
Pennsylvania
$674K
GAM
339
Gotham Asset Management
New York
$674K +$654K +7,677 New
PCM
340
Perkins Capital Management
Minnesota
$663K -$4.26K -50 -0.7%
SO
341
STRS Ohio
Ohio
$662K
BMO
342
Beck Mack & Oliver
New York
$662K +$642K +7,539 New
FBNAT
343
FirstMerit Bank N.A. Trustee
Ohio
$660K
AA
344
ALPS Advisors
Colorado
$658K +$16.4K +192 +3%
AMIM
345
Aull & Monroe Investment Management
Alabama
$656K
MC
346
Moors & Cabot
Massachusetts
$654K +$23.4K +275 +4%
TU
347
TDAM USA
Ontario, Canada
$646K -$15.9K -187 -2%
SACTSONJ
348
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$640K
MA
349
MUFG Americas
New York
$633K +$124K +1,460 +25%
CAM
350
Carret Asset Management
New York
$631K

SWK Hedge Fund Activity: Q2 2014 in Review

543 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2014, worth a combined $11.7B — up 10% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SWK positions and 34 closed out — a net gain of 22 holders — while 191 added to existing stakes and 183 trimmed.

The largest buyer was Norges Bank, adding an estimated $116M. The largest seller was Goldman Sachs, cutting an estimated $145M.

  • 543 institutional investors held Stanley Black & Decker (SWK) as of Q2 2014, up from 527 in Q1 2014.
  • Funds reported $11.7B of Stanley Black & Decker stock for Q2 2014, up 10% quarter-over-quarter.
  • 56 funds opened new Stanley Black & Decker positions in Q2 2014 and 34 closed out, a net change of +22 holders.
  • The largest Stanley Black & Decker buyer in Q2 2014 was Norges Bank, an estimated $116M added.
  • The largest Stanley Black & Decker seller in Q2 2014 was Goldman Sachs, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2014.