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Stanley Black & Decker

618 hedge funds and large institutions have $16B invested in Stanley Black & Decker in 2015 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 223 increasing their positions, 219 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

12% more capital invested

Capital invested by funds: $14.3B → $16B (+$1.69B)

3.73% more ownership

Funds ownership: 85.93%89.66% (+3.7%)

3% more funds holding

Funds holding: 599618 (+19)

2% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 219

57% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $125M

Holders
618
Holders Change
+19
Holders Change %
+3.17%
% of All Funds
16.21%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
74
Increased
223
Reduced
219
Closed
46
Calls
$53.5M
Puts
$125M
Net Calls
-$71.8M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
351
Forward Management
California
$969K -$217K -2,063 -19%
LMGAM
352
Liberty Mutual Group Asset Management
Massachusetts
$960K -$777K -7,366 -45%
BWM
353
Bernicke Wealth Management
Wisconsin
$942K +$105 +1 +0%
BIC
354
Bridges Investment Counsel
Nebraska
$933K
GIA
355
Guyasuta Investment Advisors
Pennsylvania
$924K -$226K -2,145 -20%
OI
356
Oakbrook Investments
Illinois
$915K -$192K -1,825 -18%
Hotchkis & Wiley Capital Management
357
Hotchkis & Wiley Capital Management
California
$907K -$61.9M -586,900 -99%
DC
358
Davenport & Co
Virginia
$893K
Baird Financial Group
359
Baird Financial Group
Wisconsin
$887K +$7.8K +74 +0.9%
BFO
360
Boston Family Office
Massachusetts
$875K -$9.49K -90 -1%
FIM
361
Fruth Investment Management
Texas
$866K
SCM
362
Southport Capital Management
Tennessee
$865K -$33.6K -319 -4%
SAM
363
Shell Asset Management
Netherlands
$864K -$1.4M -13,301 -62%
LMAM
364
Legg Mason Asset Management
Japan
$854K -$42.2K -400 -5%
BIM
365
Bridges Investment Management
Nebraska
$851K -$92.3K -876 -10%
GCP
366
GSA Capital Partners
United Kingdom
$826K +$816K +7,743 New
PIM
367
Penobscot Investment Management
Massachusetts
$825K -$31.6K -300 -4%
AssetMark Inc
368
AssetMark Inc
California
$806K +$734K +6,961 +1,174%
BBA
369
BLB&B Advisors
Pennsylvania
$801K
PCM
370
Perkins Capital Management
Minnesota
$800K -$5.27K -50 -0.7%
NMIMC
371
Northwestern Mutual Investment Management Company
Wisconsin
$784K -$1.26K -12 -0.2%
SACTSONJ
372
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$778K
BCP
373
Blue Chip Partners
Michigan
$755K -$33.9K -322 -4%
MC
374
Moors & Cabot
Massachusetts
$755K
NB
375
Norinchukin Bank
Japan
$747K -$187K -1,772 -20%

SWK Hedge Fund Activity: Q4 2015 in Review

618 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2015, worth a combined $16B — up 12% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SWK positions and 46 closed out — a net gain of 28 holders — while 223 added to existing stakes and 219 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $545M. The largest seller was Bank of Nova Scotia, cutting an estimated $115M.

  • 618 institutional investors held Stanley Black & Decker (SWK) as of Q4 2015, up from 599 in Q3 2015.
  • Funds reported $16B of Stanley Black & Decker stock for Q4 2015, up 12% quarter-over-quarter.
  • 74 funds opened new Stanley Black & Decker positions in Q4 2015 and 46 closed out, a net change of +28 holders.
  • The largest Stanley Black & Decker buyer in Q4 2015 was JP Morgan Chase, an estimated $545M added.
  • The largest Stanley Black & Decker seller in Q4 2015 was Bank of Nova Scotia, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2015.