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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
BFO
401
Boston Family Office
Massachusetts
$1.14M -$20.3K -125 -2%
William Blair & Company
402
William Blair & Company
Illinois
$1.14M -$102K -626 -8%
MC
403
Moors & Cabot
Massachusetts
$1.13M +$8.11K +50 +0.7%
VF
404
Virtu Financial
New York
$1.11M +$795K +4,897 +210%
BFA
405
Benedict Financial Advisors
Georgia
$1.1M +$16.1K +99 +1%
GF
406
Gabelli Funds
New York
$1.07M
FIM
407
Fruth Investment Management
Texas
$1.07M
DADC
408
D.A. Davidson & Co
Montana
$1.07M +$25.3K +156 +2%
FMBTD
409
First Midwest Bank Trust Division
Illinois
$1.07M +$59.1K +364 +6%
LFAS
410
Level Four Advisory Services
Texas
$1.05M -$493K -3,035 -31%
Marshall Wace
411
Marshall Wace
United Kingdom
$1.03M +$1.09M +6,695 New
MCIM
412
Meadow Creek Investment Management
Georgia
$1.01M +$209K +1,288 +24%
PCG
413
Private Capital Group
Connecticut
$1.01M +$45.6K +281 +4%
RG
414
Rathbones Group
United Kingdom
$1M -$16.2K -100 -2%
PCM
415
Perkins Capital Management
Minnesota
$1M
TCM
416
Teza Capital Management
Illinois
$993K +$1.05M +6,484 New
CAM
417
Carret Asset Management
New York
$989K -$58.1K -358 -5%
Verition Fund Management
418
Verition Fund Management
Connecticut
$980K +$663K +4,083 +176%
PCA
419
Peddock Capital Advisors
Massachusetts
$974K +$7.3K +45 +0.7%
BBA
420
BLB&B Advisors
Pennsylvania
$969K -$51.4K -317 -5%
BWM
421
BerganKDV Wealth Management
Minnesota
$967K -$7.63K -47 -0.7%
SYBT
422
Stock Yards Bank & Trust
Kentucky
$967K +$811K +5,000 +382%
Baird Financial Group
423
Baird Financial Group
Wisconsin
$963K -$155K -956 -13%
EWM
424
Endurance Wealth Management
Rhode Island
$935K
LMGAM
425
Liberty Mutual Group Asset Management
Massachusetts
$935K

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.