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Stanley Black & Decker

668 hedge funds and large institutions have $17.2B invested in Stanley Black & Decker in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 216 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.03B)

1% more funds holding

Funds holding: 661668 (+7)

2.94% less ownership

Funds ownership: 87.98%85.04% (-2.9%)

14% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 250

34% less call options, than puts

Call options by funds: $42.2M | Put options by funds: $63.6M

Holders
668
Holders Change
+7
Holders Change %
+1.06%
% of All Funds
16.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
80
Increased
216
Reduced
250
Closed
66
Calls
$42.2M
Puts
$63.6M
Net Calls
-$21.4M
Net Calls Change
+$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
Murphy Capital Management
New Jersey
$455K +$3.14K +25 +0.7%
CWM
452
Concert Wealth Management
California
$449K -$12.2K -97 -2%
NIA
453
Northstar Investment Advisors
Colorado
$445K
MBT
454
Montecito Bank & Trust
California
$442K -$2.26K -18 -0.5%
BWP
455
Baldwin Wealth Partners
Massachusetts
$438K -$27.6K -220 -6%
AP
456
Advisor Partners
California
$433K -$7.78K -62 -2%
FMT
457
First Mercantile Trust
Tennessee
$430K -$17.6K -140 -4%
WI
458
Wedgewood Investors
Pennsylvania
$422K
OAM
459
Oxford Asset Management
United Kingdom
$421K +$398K +3,169 New
PI
460
Putnam Investments
Massachusetts
$417K -$7.7M -61,423 -95%
SF
461
Synovus Financial
Georgia
$417K -$3.64K -29 -0.9%
II
462
IFM Investors
Australia
$406K +$140K +1,120 +58%
EGM
463
Engineers Gate Manager
New York
$404K +$382K +3,042 New
HI
464
Horizon Investments
North Carolina
$404K +$382K +3,044 New
WA
465
Wheatland Advisors
Pennsylvania
$399K
Pacer Advisors
466
Pacer Advisors
Pennsylvania
$395K +$11.9K +95 +3%
CC
467
Courier Capital
New York
$392K -$3.89K -31 -1%
IA
468
IFP Advisors
Florida
$392K +$42.6K +340 +13%
RC
469
RegentAtlantic Capital
New Jersey
$390K +$3.26K +26 +0.9%
FMWA
470
Forvis Mazars Wealth Advisors
Missouri
$386K +$37.1K +296 +11%
SCM
471
Southport Capital Management
Tennessee
$366K
W
472
Wealthfront
California
$363K +$90.6K +722 +36%
FNT
473
First National Trust
Pennsylvania
$359K +$116K +927 +52%
PAM
474
Princeton Alpha Management
New Jersey
$356K -$3.55M -28,273 -91%
BIC
475
Bridges Investment Counsel
Nebraska
$351K -$280K -2,235 -46%

SWK Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2017, worth a combined $17.2B — up 13% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SWK positions and 66 closed out — a net gain of 14 holders — while 216 added to existing stakes and 250 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 668 institutional investors held Stanley Black & Decker (SWK) as of Q1 2017, up from 661 in Q4 2016.
  • Funds reported $17.2B of Stanley Black & Decker stock for Q1 2017, up 13% quarter-over-quarter.
  • 80 funds opened new Stanley Black & Decker positions in Q1 2017 and 66 closed out, a net change of +14 holders.
  • The largest Stanley Black & Decker buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Stanley Black & Decker seller in Q1 2017 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2017.