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Stanley Black & Decker

700 hedge funds and large institutions have $18.2B invested in Stanley Black & Decker in 2017 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 232 increasing their positions, 251 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 42

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

6% more capital invested

Capital invested by funds: $17.2B → $18.2B (+$1B)

5% more funds holding

Funds holding: 668700 (+32)

0.32% less ownership

Funds ownership: 85.04%84.71% (-0.32%)

8% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 251

44% less call options, than puts

Call options by funds: $49.8M | Put options by funds: $89M

Holders
700
Holders Change
+32
Holders Change %
+4.79%
% of All Funds
17.45%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
82
Increased
232
Reduced
251
Closed
42
Calls
$49.8M
Puts
$89M
Net Calls
-$39.2M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
426
State of Alaska Department of Revenue
Alaska
$756K -$151K -1,100 -17%
WCWM
427
Wooster Corthell Wealth Management
Connecticut
$748K +$729K +5,316 New
RHBC
428
R.H. Bluestein & Co
Michigan
$739K -$350K -2,550 -33%
LFAS
429
Level Four Advisory Services
Texas
$738K -$709K -5,173 -48%
OAM
430
Oppenheimer Asset Management
New York
$737K -$6.45K -47 -0.9%
IIM
431
Ipswich Investment Management
Massachusetts
$721K
AMIM
432
Aull & Monroe Investment Management
Alabama
$712K
CIA
433
Choate Investment Advisors
Massachusetts
$703K -$7.54K -55 -1%
DIA
434
Dean Investment Associates
Ohio
$699K +$23.3K +170 +4%
WA
435
WBH Advisory
Maryland
$675K -$36.3K -265 -5%
CB
436
Chemical Bank
Michigan
$674K
SAM
437
Silvercrest Asset Management
New York
$668K
V
438
Veritable
Delaware
$661K +$45.1K +329 +8%
BIC
439
Bridges Investment Counsel
Nebraska
$660K +$280K +2,045 +77%
CCM
440
Cadence Capital Management
Massachusetts
$654K +$10.6K +77 +2%
PAM
441
Palisade Asset Management
Minnesota
$628K
FMT
442
First Mercantile Trust
Tennessee
$626K +$167K +1,215 +38%
UCFA
443
United Capital Financial Advisors
Texas
$625K -$150K -1,094 -20%
PIM
444
Penobscot Investment Management
Massachusetts
$625K -$20.6K -150 -3%
CWM
445
Cornerstone Wealth Management
Missouri
$620K +$64.5K +470 +12%
GCP
446
GSA Capital Partners
United Kingdom
$615K +$600K +4,373 New
PA
447
Profund Advisors
Maryland
$613K +$127K +923 +27%
EOJOAM
448
E. Ohman J:or Asset Management
Sweden
$605K
Daiwa Securities Group
449
Daiwa Securities Group
Japan
$601K
DC
450
Davenport & Co
Virginia
$596K -$34.8K -254 -6%

SWK Hedge Fund Activity: Q2 2017 in Review

700 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2017, worth a combined $18.2B — up 5.8% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SWK positions and 42 closed out — a net gain of 40 holders — while 232 added to existing stakes and 251 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $139M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $103M sold.

  • 700 institutional investors held Stanley Black & Decker (SWK) as of Q2 2017, up from 668 in Q1 2017.
  • Funds reported $18.2B of Stanley Black & Decker stock for Q2 2017, up 5.8% quarter-over-quarter.
  • 82 funds opened new Stanley Black & Decker positions in Q2 2017 and 42 closed out, a net change of +40 holders.
  • The largest Stanley Black & Decker buyer in Q2 2017 was T. Rowe Price Associates, an estimated $139M added.
  • The largest Stanley Black & Decker seller in Q2 2017 was Two Sigma Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2017.