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Stanley Black & Decker

791 hedge funds and large institutions have $19.7B invested in Stanley Black & Decker in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 298 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $162M | Put options by funds: $124M

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

1% less funds holding

Funds holding: 795791 (-4)

1% less ownership

Funds ownership: 84.62%83.62% (-1%)

10% less capital invested

Capital invested by funds: $22B → $19.7B (-$2.27B)

12% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 298

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
791
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.13%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
85
Increased
261
Reduced
298
Closed
77
Calls
$162M
Puts
$124M
Net Calls
+$38.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
376
Ballentine Partners
Massachusetts
$1.45M -$1.14K -7 -0.1%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$1.44M +$16.2K +100 +1%
BSPF
378
British Steel Pension Fund
United Kingdom
$1.43M
NEI
379
Northwest & Ethical Investments
Ontario, Canada
$1.42M +$1.51M +9,300 New
SDIC
380
South Dakota Investment Council
South Dakota
$1.41M
TCM
381
Twin Capital Management
Pennsylvania
$1.41M
VCA
382
Verdence Capital Advisors
Maryland
$1.38M +$807K +4,975 +124%
PAM
383
Panagora Asset Management
Massachusetts
$1.35M -$328K -2,019 -19%
Public Sector Pension Investment Board (PSP Investments)
384
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.31M -$1.36M -8,400 -50%
ECM
385
ETrade Capital Management
Virginia
$1.31M -$246K -1,514 -15%
WS
386
Wedbush Securities
California
$1.3M -$8.28K -51 -0.6%
IAA
387
Independent Advisor Alliance
North Carolina
$1.24M +$346K +2,133 +35%
BA
388
Boston Advisors
Massachusetts
$1.23M -$633K -3,900 -33%
KRS
389
Kentucky Retirement Systems
Kentucky
$1.23M -$236K -1,454 -15%
GHCM
390
Glen Harbor Capital Management
California
$1.22M +$254K +1,564 +24%
JMPWA
391
JP Morgan Private Wealth Advisors
California
$1.22M -$133K -820 -9%
RHBC
392
R.H. Bluestein & Co
Michigan
$1.2M +$308K +1,900 +32%
PCC
393
Park Circle Company
Maryland
$1.19M -$3.91M -24,112 -76%
SFG
394
Summit Financial Group
West Virginia
$1.18M -$8.11K -50 -0.6%
AG
395
Advisor Group
Arizona
$1.17M +$121K +747 +11%
ICM
396
IMS Capital Management
Oregon
$1.17M
AIP
397
Ameritas Investment Partners
Nebraska
$1.16M +$95.1K +586 +8%
MYAM
398
Meiji Yasuda Asset Management
Japan
$1.15M +$339K +2,090 +38%
DBIA
399
Dumont & Blake Investment Advisors
New Jersey
$1.15M -$157K -965 -11%
MML Investors Services
400
MML Investors Services
Massachusetts
$1.15M -$219K -1,349 -15%

SWK Hedge Fund Activity: Q1 2018 in Review

791 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2018, worth a combined $19.7B — down 10% from $22B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SWK positions and 77 closed out — a net gain of 8 holders — while 261 added to existing stakes and 298 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $98.7M. The largest seller was JP Morgan Chase, cutting an estimated $263M.

  • 791 institutional investors held Stanley Black & Decker (SWK) as of Q1 2018, down from 795 in Q4 2017.
  • Funds reported $19.7B of Stanley Black & Decker stock for Q1 2018, down 10% quarter-over-quarter.
  • 85 funds opened new Stanley Black & Decker positions in Q1 2018 and 77 closed out, a net change of +8 holders.
  • The largest Stanley Black & Decker buyer in Q1 2018 was T. Rowe Price Associates, an estimated $98.7M added.
  • The largest Stanley Black & Decker seller in Q1 2018 was JP Morgan Chase, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2018.