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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
Invesco
26
Invesco
Georgia
$97.2M -$4.64M -56,653 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
27
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$95.8M +$23.2M +283,210 +31%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$91.9M +$2.1M +25,678 +2%
Citigroup
29
Citigroup
New York
$82.6M +$77.5M +946,094 +1,211%
FPP
30
Findlay Park Partners
United Kingdom
$78.2M – – –
GTP
31
Global Thematic Partners
New York
$76M +$23.3M +284,237 +43%
AI
32
Ariel Investments
Illinois
$73.5M +$1.05M +12,855 +1%
WBC
33
Westpac Banking Corp
Australia
$71.6M +$2.18M +26,604 +3%
RFC
34
Russell Frank Company
Washington
$68.3M -$30M -366,048 -30%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$67.9M +$2.88M +35,173 +4%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$67.2M +$60.9M +743,849 +835%
Boston Partners
37
Boston Partners
Massachusetts
$61M -$35.2M -429,527 -36%
BlackRock
38
BlackRock
New York
$61M +$16M +195,694 +35%
TCIM
39
TIAA CREF Investment Management
New York
$59.4M +$2.42M +29,540 +4%
Bank of America
40
Bank of America
North Carolina
$58.7M -$33M -403,103 -36%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$57.6M +$58.4M +713,933 New
TAM
42
Tocqueville Asset Management
New York
$57.3M -$185K -2,259 -0.3%
Deutsche Bank
43
Deutsche Bank
Germany
$56.6M -$9.63M -117,670 -14%
Legal & General Group
44
Legal & General Group
United Kingdom
$55.8M -$124K -1,510 -0.2%
CI Investments Inc
45
CI Investments Inc
Ontario, Canada
$46M -$704K -8,600 -1%
American Century Companies
46
American Century Companies
Missouri
$43.9M +$44.5M +543,670 New
Wells Fargo
47
Wells Fargo
California
$43.8M +$342K +4,175 +0.8%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$43.3M +$38.5M +470,641 +709%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$43M -$1.74M -21,200 -4%
Barclays
50
Barclays
United Kingdom
$42.8M +$31.4M +383,576 +254%
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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.