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Stanley Black & Decker

618 hedge funds and large institutions have $16B invested in Stanley Black & Decker in 2015 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 223 increasing their positions, 219 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

12% more capital invested

Capital invested by funds: $14.3B → $16B (+$1.69B)

3.73% more ownership

Funds ownership: 85.93%89.66% (+3.7%)

3% more funds holding

Funds holding: 599618 (+19)

2% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 219

57% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $125M

Holders
618
Holders Change
+19
Holders Change %
+3.17%
% of All Funds
16.21%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
74
Increased
223
Reduced
219
Closed
46
Calls
$53.5M
Puts
$125M
Net Calls
-$71.8M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
26
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$144M +$6.04M +57,250 +4%
AI
27
Ariel Investments
Illinois
$144M -$14.8M -140,168 -9%
Goldman Sachs
28
Goldman Sachs
New York
$141M -$28.4M -269,389 -17%
O
29
OppenheimerFunds
New York
$128M +$2.65M +25,145 +2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$127M -$1.93M -18,337 -2%
RFC
31
Russell Frank Company
Washington
$125M -$717K -6,802 -0.6%
Charles Schwab
32
Charles Schwab
California
$112M -$33.9M -321,311 -23%
IG
33
ING Group
Netherlands
$110M +$5.91M +56,086 +6%
BlackRock
34
BlackRock
New York
$110M -$1.44M -13,699 -1%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$92.7M +$3.94M +37,375 +4%
ClearBridge Investments
36
ClearBridge Investments
New York
$85.2M -$1.58M -14,973 -2%
SFM
37
Systematic Financial Management
New Jersey
$79.8M -$3.37K -32 -0%
Lord, Abbett & Co
38
Lord, Abbett & Co
New Jersey
$77.7M +$24.2M +229,380 +46%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$76.3M -$93.9M -891,134 -55%
Bank of America
40
Bank of America
North Carolina
$74.9M +$2.87M +27,197 +4%
Legal & General Group
41
Legal & General Group
United Kingdom
$71.6M +$2.43M +23,049 +4%
TCIM
42
TIAA CREF Investment Management
New York
$70.1M +$5.41M +51,354 +8%
UBS Group
43
UBS Group
Switzerland
$68.9M +$8.72M +82,750 +15%
GTP
44
Global Thematic Partners
New York
$67.4M -$17.9M -169,901 -21%
PAM
45
Panagora Asset Management
Massachusetts
$62.6M +$3.56M +33,731 +6%
Ameriprise
46
Ameriprise
Minnesota
$62.6M +$39M +370,079 +171%
USAA
47
United Services Automobile Association
Texas
$62.1M +$2.37M +22,525 +4%
PAMU
48
Pictet Asset Management (UK)
United Kingdom
$59.9M +$3.68M +34,943 +7%
AllianceBernstein
49
AllianceBernstein
Tennessee
$59.4M +$1.44M +13,634 +3%
Deutsche Bank
50
Deutsche Bank
Germany
$57.5M -$6.54M -62,050 -10%

SWK Hedge Fund Activity: Q4 2015 in Review

618 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2015, worth a combined $16B — up 12% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SWK positions and 46 closed out — a net gain of 28 holders — while 223 added to existing stakes and 219 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $545M. The largest seller was Bank of Nova Scotia, cutting an estimated $115M.

  • 618 institutional investors held Stanley Black & Decker (SWK) as of Q4 2015, up from 599 in Q3 2015.
  • Funds reported $16B of Stanley Black & Decker stock for Q4 2015, up 12% quarter-over-quarter.
  • 74 funds opened new Stanley Black & Decker positions in Q4 2015 and 46 closed out, a net change of +28 holders.
  • The largest Stanley Black & Decker buyer in Q4 2015 was JP Morgan Chase, an estimated $545M added.
  • The largest Stanley Black & Decker seller in Q4 2015 was Bank of Nova Scotia, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2015.