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Stanley Black & Decker

721 hedge funds and large institutions have $19.2B invested in Stanley Black & Decker in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 259 increasing their positions, 262 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $383M | Put options by funds: $132M

12% more capital invested

Capital invested by funds: $17.2B → $19.2B (+$2.05B)

2.42% more ownership

Funds ownership: 83.89%86.31% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 262

3% less funds holding

Funds holding: 747721 (-26)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

Holders
721
Holders Change
-26
Holders Change %
-3.48%
% of All Funds
16.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
63
Increased
259
Reduced
262
Closed
81
Calls
$383M
Puts
$132M
Net Calls
+$251M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
351
William Blair & Company
Illinois
$1.07M -$10.7K -75 -1%
BFA
352
Benedict Financial Advisors
Georgia
$1.07M +$7.4K +52 +0.7%
VWM
353
Valley Wealth Managers
New Jersey
$1.06M +$316K +2,220 +44%
ATC
354
Argent Trust Co
Tennessee
$1.05M +$64.6K +454 +7%
MC
355
Moors & Cabot
Massachusetts
$1.05M +$43.3K +304 +4%
EOJOAM
356
E. Ohman J:or Asset Management
Sweden
$1.04M +$85.4K +600 +9%
GF
357
Gabelli Funds
New York
$1.02M
BA
358
Boston Advisors
Massachusetts
$996K -$65.5K -460 -6%
FIM
359
Fruth Investment Management
Texas
$994K -$28.5K -200 -3%
CG
360
Cutler Group
California
$983K +$953K +6,700 +41,875%
TRCT
361
Tower Research Capital (TRC)
New York
$982K +$13.2K +93 +1%
BFO
362
Boston Family Office
Massachusetts
$977K
Thrivent Financial for Lutherans
363
Thrivent Financial for Lutherans
Minnesota
$970K +$20.8K +146 +2%
CAM
364
Carret Asset Management
New York
$957K
KRS
365
Kentucky Retirement Systems
Kentucky
$954K -$5.12K -36 -0.5%
MML Investors Services
366
MML Investors Services
Massachusetts
$954K +$77.3K +543 +9%
BWM
367
BerganKDV Wealth Management
Minnesota
$948K +$3.13K +22 +0.3%
GHCM
368
Glen Harbor Capital Management
California
$946K -$150K -1,054 -14%
DADC
369
D.A. Davidson & Co
Montana
$939K -$59.6K -419 -6%
PCA
370
Peddock Capital Advisors
Massachusetts
$938K -$17.5K -123 -2%
ICM
371
IMS Capital Management
Oregon
$932K -$4.41K -31 -0.5%
SYBT
372
Stock Yards Bank & Trust
Kentucky
$924K
RG
373
Rathbones Group
United Kingdom
$915K -$42.7K -300 -5%
DT
374
Diversified Trust
Tennessee
$910K
Baird Financial Group
375
Baird Financial Group
Wisconsin
$909K +$110K +770 +14%

SWK Hedge Fund Activity: Q3 2018 in Review

721 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2018, worth a combined $19.2B — up 12% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SWK and 63 opened new positions — a net loss of 18 holders — while 262 trimmed existing stakes and 259 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $573M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 721 institutional investors held Stanley Black & Decker (SWK) as of Q3 2018, down from 747 in Q2 2018.
  • Funds reported $19.2B of Stanley Black & Decker stock for Q3 2018, up 12% quarter-over-quarter.
  • 63 funds opened new Stanley Black & Decker positions in Q3 2018 and 81 closed out, a net change of -18 holders.
  • The largest Stanley Black & Decker buyer in Q3 2018 was Capital Research Global Investors, an estimated $573M added.
  • The largest Stanley Black & Decker seller in Q3 2018 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2018.