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Stanley Black & Decker

628 hedge funds and large institutions have $14.3B invested in Stanley Black & Decker in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 216 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

30% more call options, than puts

Call options by funds: $124M | Put options by funds: $95.9M

6% more capital invested

Capital invested by funds: $13.4B → $14.3B (+$824M)

2% more funds holding

Funds holding: 613628 (+15)

8% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 235

3.29% less ownership

Funds ownership: 88.68%85.39% (-3.3%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
628
Holders Change
+15
Holders Change %
+2.45%
% of All Funds
16.76%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
64
Increased
216
Reduced
235
Closed
41
Calls
$124M
Puts
$95.9M
Net Calls
+$28.3M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
426
Burney Company
Virginia
$561K +$19.7K +177 +4%
FCBT
427
First Citizens Bank & Trust
North Carolina
$552K +$552K +4,962 New
WP
428
WealthSource Partners
California
$547K +$59K +531 +12%
UCFA
429
United Capital Financial Advisors
Texas
$546K -$950K -8,544 -63%
MAM
430
Martingale Asset Management
Massachusetts
$544K +$219K +1,966 +67%
BIC
431
Bridges Investment Counsel
Nebraska
$536K -$17.8K -160 -3%
CB
432
Chemical Bank
Michigan
$532K -$11.1K -100 -2%
SMH
433
Sanders Morris Harris
Texas
$522K -$12.6K -113 -2%
WA
434
WBH Advisory
Maryland
$517K -$45.7K -411 -8%
Thrivent Financial for Lutherans
435
Thrivent Financial for Lutherans
Minnesota
$514K +$16.7K +150 +3%
CTC
436
Central Trust Company
Missouri
$510K -$3.78K -34 -0.7%
TMAM
437
Tokio Marine Asset Management
Japan
$501K +$90.1K +810 +22%
PAM
438
Palisade Asset Management
Minnesota
$496K
PA
439
Profund Advisors
Maryland
$478K -$94.2K -847 -16%
RJT
440
Raymond James Trust
Florida
$449K +$11.2K +101 +3%
IF
441
Ironwood Financial
Arizona
$445K
HFM
442
Hartford Financial Management
Connecticut
$444K
HCM
443
Highbridge Capital Management
New York
$443K -$1.69M -15,227 -79%
AA
444
ALPS Advisors
Colorado
$442K -$32.9K -296 -7%
Calamos Advisors
445
Calamos Advisors
Illinois
$441K -$86.2K -775 -16%
AIM
446
Assured Investment Management
New York
$433K +$358K +3,216 +474%
RMCM
447
Reynders McVeigh Capital Management
Massachusetts
$430K -$7.78K -70 -2%
V
448
Veritable
Delaware
$430K +$73.4K +660 +21%
BWP
449
Baldwin Wealth Partners
Massachusetts
$420K -$1.46M -13,154 -78%
CC
450
Courier Capital
New York
$419K

SWK Hedge Fund Activity: Q2 2016 in Review

628 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2016, worth a combined $14.3B — up 6.1% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SWK positions and 41 closed out — a net gain of 23 holders — while 216 added to existing stakes and 235 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $122M. The largest seller was Royal London Asset Management, cutting an estimated $433M.

  • 628 institutional investors held Stanley Black & Decker (SWK) as of Q2 2016, up from 613 in Q1 2016.
  • Funds reported $14.3B of Stanley Black & Decker stock for Q2 2016, up 6.1% quarter-over-quarter.
  • 64 funds opened new Stanley Black & Decker positions in Q2 2016 and 41 closed out, a net change of +23 holders.
  • The largest Stanley Black & Decker buyer in Q2 2016 was JP Morgan Chase, an estimated $122M added.
  • The largest Stanley Black & Decker seller in Q2 2016 was Royal London Asset Management, an estimated $433M sold.

Based on aggregated 13F filings for Q2 2016.