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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
CWM
451
Concert Wealth Management
California
$207K -$5.98K -73 -3%
ECM
452
Everence Capital Management
Indiana
$205K – – –
PCM
453
Parsons Capital Management
Rhode Island
$204K – – –
OIA
454
Optimum Investment Advisors
Illinois
$203K – – –
Toronto Dominion Bank
455
Toronto Dominion Bank
Ontario, Canada
$200K +$203K +2,477 New
LFG
456
LifePlan Financial Group
Ohio
$190K – – –
OMCS
457
Old Mutual Customised Solutions
South Africa
$178K – – –
SFM
458
Systematic Financial Management
New Jersey
$166K +$8.02K +98 +5%
HNB
459
Huntington National Bank
Ohio
$165K -$24.2K -296 -13%
QT
460
Quantbot Technologies
New York
$158K +$161K +1,965 New
FMLI
461
Fukoku Mutual Life Insurance
Japan
$153K -$65.5K -800 -30%
SEC
462
Seven Eight Capital
New York
$153K +$156K +1,900 New
BPBT
463
Boston Private Bank & Trust
Massachusetts
$150K – – –
BC
464
Bartlett & Co
Ohio
$149K – – –
Envestnet Asset Management
465
Envestnet Asset Management
Illinois
$145K -$24K -293 -14%
SSG
466
Summit Securities Group
New York
$145K +$147K +1,800 New
LTFS
467
Ladenburg Thalmann Financial Services
Florida
$136K +$34.2K +418 +33%
JWM
468
Jacobus Wealth Management
Wisconsin
$123K – – –
TIM
469
Tortoise Investment Management
New York
$118K – – –
BBHC
470
Brown Brothers Harriman & Co
New York
$115K +$20.9K +255 +22%
GG
471
Gofen & Glossberg
Illinois
$109K -$331K -4,040 -75%
TCM
472
Tradewinds Capital Management
Washington
$107K +$108K +1,325 New
GIS
473
Guardian Investor Services
New York
$104K -$1.55K -19 -1%
WRM
474
Westport Resources Management
Connecticut
$97K – – –
MCM
475
Manchester Capital Management
Vermont
$88K -$7.37K -90 -8%
17 18
19
20 21

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.