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Stanley Black & Decker

732 hedge funds and large institutions have $18.7B invested in Stanley Black & Decker in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 289 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $328M | Put options by funds: $149M

25% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 231

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

0% more funds holding

Funds holding: 730732 (+2)

1% less capital invested

Capital invested by funds: $18.9B → $18.7B (-$133M)

0.79% less ownership

Funds ownership: 86.23%85.45% (-0.79%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
732
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
16.05%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
54
Increased
289
Reduced
231
Closed
51
Calls
$328M
Puts
$149M
Net Calls
+$179M
Net Calls Change
-$71.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
451
Institute for Wealth Management
Colorado
$482K
EF
452
Exeter Financial
Arizona
$482K +$848 +6 +0.2%
DCM
453
Dupont Capital Management
Delaware
$477K
Cerity Partners
454
Cerity Partners
New York
$474K +$9.61K +68 +2%
JCM
455
Janney Capital Management
Pennsylvania
$472K
Mercer Global Advisors
456
Mercer Global Advisors
Colorado
$470K -$19.8K -140 -4%
PFGIA
457
Patriot Financial Group Insurance Agency
Massachusetts
$470K +$283 +2 +0.1%
NIA
458
Northstar Investment Advisors
Colorado
$470K +$247K +1,750 +98%
SCM
459
Sterling Capital Management
North Carolina
$468K -$113K -800 -20%
AAP
460
Aristotle Atlantic Partners
Florida
$466K -$726K -5,138 -61%
SW
461
SVB Wealth
Massachusetts
$462K -$45.1K -319 -9%
BST
462
Bath Savings Trust
Maine
$462K +$452K +3,200 New
NWP
463
Northstar Wealth Partners
Connecticut
$456K -$14.1K -100 -3%
IRF
464
IBM Retirement Fund
New York
$453K -$3.67K -26 -0.8%
RIM
465
Redpoint Investment Management
Australia
$453K +$45.6K +323 +11%
HSA
466
HBK Sorce Advisory
Pennsylvania
$442K +$432K +3,059 New
BWP
467
Baldwin Wealth Partners
Massachusetts
$440K
BIM
468
Baldwin Investment Management
Pennsylvania
$440K +$28.3K +200 +7%
Impax Asset Management Group
469
Impax Asset Management Group
United Kingdom
$438K +$43.1K +305 +11%
C
470
Cerebellum
California
$436K +$89.3K +632 +26%
VFA
471
Voya Financial Advisors
Connecticut
$435K +$429K +3,038 New
GFA
472
Gifford Fong Associates
California
$433K
WA
473
Wheatland Advisors
Pennsylvania
$433K
HFS
474
Haverford Financial Services
Pennsylvania
$433K +$424K +3,000 New
TAM
475
Tyers Asset Management
Texas
$430K +$2.26K +16 +0.5%

SWK Hedge Fund Activity: Q3 2019 in Review

732 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2019, worth a combined $18.7B — down 0.71% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SWK positions and 51 closed out — a net gain of 3 holders — while 289 added to existing stakes and 231 trimmed.

The largest buyer was Coho Partners, opening a new position worth an estimated $90.6M. The largest seller was JP Morgan Chase, cutting an estimated $170M.

  • 732 institutional investors held Stanley Black & Decker (SWK) as of Q3 2019, up from 730 in Q2 2019.
  • Funds reported $18.7B of Stanley Black & Decker stock for Q3 2019, down 0.71% quarter-over-quarter.
  • 54 funds opened new Stanley Black & Decker positions in Q3 2019 and 51 closed out, a net change of +3 holders.
  • The largest Stanley Black & Decker buyer in Q3 2019 was Coho Partners, an estimated $90.6M added.
  • The largest Stanley Black & Decker seller in Q3 2019 was JP Morgan Chase, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2019.