We are live on ! Find out more
SWK icon

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
GF
376
Gabelli Funds
New York
$747K
DADC
377
D.A. Davidson & Co
Montana
$740K +$135K +1,285 +23%
TCM
378
Twin Capital Management
Pennsylvania
$728K +$216K +2,050 +43%
CAM
379
Carret Asset Management
New York
$708K
BCM
380
Bayesian Capital Management
New York
$699K +$690K +6,546 New
Acadian Asset Management
381
Acadian Asset Management
Massachusetts
$684K +$514K +4,880 +318%
SBH
382
Segall Bryant & Hamill
Illinois
$680K
WBC
383
Westpac Banking Corp
Australia
$679K -$3.9K -37 -0.6%
SW
384
SVB Wealth
Massachusetts
$663K -$498K -4,723 -43%
LWM
385
LBA Wealth Management
Florida
$660K +$52.7K +500 +9%
ASN
386
Advisory Services Network
Georgia
$658K +$42.2K +400 +7%
RG
387
Rathbones Group
United Kingdom
$655K
LTFS
388
Ladenburg Thalmann Financial Services
Florida
$648K -$35.3K -335 -5%
CMANY
389
Capital Management Associates (New York)
New York
$640K
LP
390
LMR Partners
United Kingdom
$631K -$921K -8,739 -60%
Nordea Investment Management
391
Nordea Investment Management
Sweden
$631K
AT
392
Arden Trust
Delaware
$628K +$201K +1,911 +48%
AMIM
393
Aull & Monroe Investment Management
Alabama
$624K -$10.5K -100 -2%
Bank of Nova Scotia
394
Bank of Nova Scotia
Ontario, Canada
$622K -$115M -1,089,498 -99%
ST
395
Semper Trust
Pennsylvania
$608K +$601K +5,700 New
ECM
396
ETrade Capital Management
Virginia
$600K +$43.7K +415 +8%
KRSITF
397
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$599K +$51.4K +488 +10%
SHA
398
Smith Hayes Advisers
Nebraska
$584K
RC
399
Roundview Capital
New Jersey
$576K +$569K +5,395 New
HMS
400
Hanseatic Management Services
New Mexico
$559K -$516K -4,891 -48%

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.