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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
LMGAM
376
Liberty Mutual Group Asset Management
Massachusetts
$903K
PCG
377
Private Capital Group
Connecticut
$901K -$7.26K -51 -0.8%
LFAS
378
Level Four Advisory Services
Texas
$896K -$253K -1,778 -23%
FMT
379
First Mercantile Trust
Tennessee
$884K +$676K +4,751 +371%
EWM
380
Endurance Wealth Management
Rhode Island
$879K
BWA
381
BDO Wealth Advisors
Florida
$877K +$7.26K +51 +0.9%
VIG
382
Vienna Insurance Group
Poland
$864K +$37.8K +266 +5%
FM
383
Foster & Motley
Ohio
$852K -$1.06M -7,443 -56%
DC
384
Davenport & Co
Virginia
$843K +$244K +1,716 +42%
CB
385
CNB Bank
Pennsylvania
$827K +$164K +1,150 +26%
TSW
386
Thompson Siegel & Walmsley
Virginia
$799K -$569K -4,000 -42%
FWIA
387
Fort Washington Investment Advisors
Ohio
$798K +$21.3K +150 +3%
PWA
388
Providence Wealth Advisors
Illinois
$784K +$9.25K +65 +1%
MCIM
389
Meadow Creek Investment Management
Georgia
$779K -$124K -868 -14%
WCWM
390
Wooster Corthell Wealth Management
Connecticut
$778K
PG
391
Pendal Group
Australia
$771K +$668K +4,696 +824%
FMBTD
392
First Midwest Bank Trust Division
Illinois
$763K -$61.8K -434 -8%
AMI
393
Amica Mutual Insurance
Rhode Island
$751K
FB
394
Fulton Bank
Pennsylvania
$737K +$59.5K +418 +9%
AMIM
395
Aull & Monroe Investment Management
Alabama
$724K
WA
396
WBH Advisory
Maryland
$718K +$5.26K +37 +0.8%
CB
397
Chemical Bank
Michigan
$711K
PW
398
Price Wealth
Texas
$708K
CBU
399
CIBC Bank USA
Illinois
$707K -$6.4K -45 -0.9%
IIM
400
Ipswich Investment Management
Massachusetts
$705K +$685K +4,814 New

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.