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Stanley Black & Decker

668 hedge funds and large institutions have $17.2B invested in Stanley Black & Decker in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 216 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.03B)

1% more funds holding

Funds holding: 661668 (+7)

2.94% less ownership

Funds ownership: 87.98%85.04% (-2.9%)

14% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 250

34% less call options, than puts

Call options by funds: $42.2M | Put options by funds: $63.6M

Holders
668
Holders Change
+7
Holders Change %
+1.06%
% of All Funds
16.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
80
Increased
216
Reduced
250
Closed
66
Calls
$42.2M
Puts
$63.6M
Net Calls
-$21.4M
Net Calls Change
+$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
401
Jane Street
New York
$790K +$746K +5,949 New
OMCS
402
Old Mutual Customised Solutions
South Africa
$769K +$73.4K +585 +11%
RA
403
Rational Advisors
New York
$757K +$715K +5,700 New
Thrivent Financial for Lutherans
404
Thrivent Financial for Lutherans
Minnesota
$745K -$1.22M -9,740 -63%
FMBTD
405
First Midwest Bank Trust Division
Illinois
$738K -$126K -1,006 -15%
PFC
406
Phocas Financial Corp
California
$735K -$5.61M -44,753 -89%
UCFA
407
United Capital Financial Advisors
Texas
$735K -$73.6K -587 -10%
QI
408
Quotient Investors
New York
$731K +$37.6K +300 +6%
CBU
409
CIBC Bank USA
Illinois
$728K -$34.5K -275 -5%
FHC
410
First Houston Capital
Texas
$711K -$37.6K -300 -5%
OAM
411
Oppenheimer Asset Management
New York
$703K +$663K +5,284 New
Millennium Management
412
Millennium Management
New York
$686K -$67.7M -540,086 -99%
IIM
413
Ipswich Investment Management
Massachusetts
$681K
WA
414
WBH Advisory
Maryland
$673K +$55.2K +440 +10%
AMIM
415
Aull & Monroe Investment Management
Alabama
$672K -$32.4K -258 -5%
CIA
416
Choate Investment Advisors
Massachusetts
$671K +$1.25K +10 +0.2%
CG
417
Clinton Group
New York
$649K -$14.3M -114,103 -96%
DIA
418
Dean Investment Associates
Ohio
$638K +$602K +4,800 New
CB
419
Chemical Bank
Michigan
$636K
SAM
420
Silvercrest Asset Management
New York
$631K -$28.1K -224 -5%
EMG
421
Ellington Management Group
Connecticut
$624K +$138K +1,100 +31%
PIM
422
Penobscot Investment Management
Massachusetts
$610K -$209K -1,670 -27%
CCM
423
Cadence Capital Management
Massachusetts
$607K +$573K +4,570 New
BWM
424
Bernicke Wealth Management
Wisconsin
$594K -$527K -4,202 -48%
PAM
425
Palisade Asset Management
Minnesota
$593K

SWK Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2017, worth a combined $17.2B — up 13% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SWK positions and 66 closed out — a net gain of 14 holders — while 216 added to existing stakes and 250 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 668 institutional investors held Stanley Black & Decker (SWK) as of Q1 2017, up from 661 in Q4 2016.
  • Funds reported $17.2B of Stanley Black & Decker stock for Q1 2017, up 13% quarter-over-quarter.
  • 80 funds opened new Stanley Black & Decker positions in Q1 2017 and 66 closed out, a net change of +14 holders.
  • The largest Stanley Black & Decker buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Stanley Black & Decker seller in Q1 2017 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2017.