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Stanley Black & Decker
SWK

529 hedge funds and large institutions have $10.5B invested in Stanley Black & Decker in 2013 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 199 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

16% more call options, than puts

Call options by funds: $197M | Put options by funds: $170M

3% more funds holding

Funds holding: 512 → 529 (+17)

8.37% less ownership

Funds ownership: 82.06% → 73.69% (-8.4%)

12% less capital invested

Capital invested by funds: $11.9B → $10.5B (-$1.37B)

13% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 199

Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
83
Increased
173
Reduced
199
Closed
62
Calls
$197M
Puts
$170M
Net Calls
+$27.2M
Net Calls Change
-$4.14M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$235M
2
Goldman Sachs
Goldman Sachs
New York
+$135M
3
BA
BlackRock Advisors
Delaware
+$107M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$98.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$81.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$303M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$290M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$171M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
IC
Institutional Capital
Illinois
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
426
Duncker Streett & Co
Missouri
$283K – – –
WA
427
Wheatland Advisors
Pennsylvania
$282K +$287K +3,500 New
BC
428
Banced Corp
Illinois
$279K -$51.2K -625 -15%
WI
429
Wedgewood Investors
Pennsylvania
$272K – – –
WFM
430
Wilmington Funds Management
Delaware
$268K -$123K -1,500 -31%
AIP
431
Ameritas Investment Partners
Nebraska
$263K -$15.1K -185 -5%
ECM
432
Estabrook Capital Management
New York
$262K -$10.4K -127 -4%
EOJOAM
433
E. Ohman J:or Asset Management
Sweden
$260K -$98.2K -1,200 -27%
Pacer Advisors
434
Pacer Advisors
Pennsylvania
$250K +$213K +2,606 New
N
435
Natixis
France
$246K +$250K +3,049 New
EB
436
Eastern Bank
Massachusetts
$234K -$176K -2,153 -43%
CFB
437
Cullen/Frost Bankers
Texas
$234K – – –
CC
438
ClearArc Capital
Ohio
$233K -$10.7K -131 -4%
TC
439
Telemus Capital
Michigan
$232K +$52.4K +640 +29%
CI
440
Constellation Investments
Ohio
$230K +$8.19K +100 +4%
DJSG
441
D.J. St. Germain
Massachusetts
$226K – – –
CCMG
442
Clark Capital Management Group
Pennsylvania
$226K +$229K +2,796 New
HA
443
Halsey Associates
Connecticut
$224K +$82 +1 +0%
PGFC
444
Peapack-Gladstone Financial Corp
New Jersey
$223K – – –
QBFM
445
QS Batterymarch Financial Management
New York
$219K -$12.2K -149 -5%
BA
446
Boston Advisors
Massachusetts
$210K -$24.6K -300 -10%
DAM
447
Doheny Asset Management
California
$209K – – –
ARMT
448
Amica Retiree Medical Trust
Rhode Island
$209K +$212K +2,584 New
PIM
449
Penobscot Investment Management
Massachusetts
$209K +$212K +2,595 New
DDPIC
450
Deroy & Devereaux Private Investment Counsel
Michigan
$208K – – –
16 17
18
19 20

SWK Hedge Fund Activity: Q4 2013 in Review

529 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2013, worth a combined $10.5B — down 12% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SWK positions and 62 closed out — a net gain of 21 holders — while 173 added to existing stakes and 199 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $235M. The largest seller was Massachusetts Financial Services, cutting an estimated $303M.

  • 529 institutional investors held Stanley Black & Decker (SWK) as of Q4 2013, up from 512 in Q3 2013.
  • Funds reported $10.5B of Stanley Black & Decker stock for Q4 2013, down 12% quarter-over-quarter.
  • 83 funds opened new Stanley Black & Decker positions in Q4 2013 and 62 closed out, a net change of +21 holders.
  • The largest Stanley Black & Decker buyer in Q4 2013 was T. Rowe Price Associates, an estimated $235M added.
  • The largest Stanley Black & Decker seller in Q4 2013 was Massachusetts Financial Services, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2013.