We are live on ! Find out more
SWK icon

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
BWA
426
BDO Wealth Advisors
Florida
$925K +$45.6K +281 +5%
Pacer Advisors
427
Pacer Advisors
Pennsylvania
$910K +$161K +990 +20%
RA
428
Rational Advisors
New York
$898K +$26.6K +164 +3%
DT
429
Diversified Trust
Tennessee
$875K +$5.84K +36 +0.6%
CI
430
Cigna Investments
Connecticut
$871K -$16.2K -100 -2%
UCFA
431
United Capital Financial Advisors
Texas
$871K +$78.4K +483 +9%
DSC
432
Duncker Streett & Co
Missouri
$852K +$325K +2,000 +56%
CMANY
433
Capital Management Associates (New York)
New York
$847K +$4.87K +30 +0.5%
WCWM
434
Wooster Corthell Wealth Management
Connecticut
$814K
WMSA
435
Weiss Multi-Strategy Advisers
New York
$812K -$5.05M -31,132 -85%
AT
436
Argent Trust
Texas
$809K -$4.87K -30 -0.6%
TC
437
Toews Corporation
New Jersey
$797K +$844K +5,200 New
CBU
438
CIBC Bank USA
Illinois
$796K -$12.2K -75 -1%
PWA
439
Providence Wealth Advisors
Illinois
$795K +$859K +5,291 New
MF
440
Magnetar Financial
Illinois
$793K +$542K +3,340 +182%
EP
441
Elkfork Partners
Oregon
$792K +$164K +1,012 +24%
AMI
442
Amica Mutual Insurance
Rhode Island
$785K -$1.4M -8,656 -63%
IIM
443
Ipswich Investment Management
Massachusetts
$785K
VIG
444
Vienna Insurance Group
Poland
$781K +$1.95K +12 +0.2%
SAM
445
Silvercrest Asset Management
New York
$780K -$31.6K -195 -4%
VWM
446
Valley Wealth Managers
New Jersey
$772K -$122K -750 -13%
PW
447
Price Wealth
Texas
$766K +$811K +5,000 New
KI
448
Koch Industries
Kansas
$760K +$330K +2,034 +69%
AMIM
449
Aull & Monroe Investment Management
Alabama
$757K
WA
450
WBH Advisory
Maryland
$746K +$43.8K +270 +6%

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.