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Stanley Black & Decker

628 hedge funds and large institutions have $14.3B invested in Stanley Black & Decker in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 216 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

30% more call options, than puts

Call options by funds: $124M | Put options by funds: $95.9M

6% more capital invested

Capital invested by funds: $13.4B → $14.3B (+$824M)

2% more funds holding

Funds holding: 613628 (+15)

8% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 235

3.29% less ownership

Funds ownership: 88.68%85.39% (-3.3%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
628
Holders Change
+15
Holders Change %
+2.45%
% of All Funds
16.76%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
64
Increased
216
Reduced
235
Closed
41
Calls
$124M
Puts
$95.9M
Net Calls
+$28.3M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
BlackRock Group
United Kingdom
$129M -$11.7M -104,949 -8%
AI
27
Ariel Investments
Illinois
$117M -$11.3M -101,512 -9%
Principal Financial Group
28
Principal Financial Group
Iowa
$116M +$85.9M +772,288 +287%
TCIM
29
TIAA CREF Investment Management
New York
$110M +$11.8M +106,448 +12%
NIPH
30
NN Investment Partners Holdings
Netherlands
$107M +$12.5M +111,986 +13%
Ameriprise
31
Ameriprise
Minnesota
$101M +$16.6M +149,055 +20%
Charles Schwab
32
Charles Schwab
California
$99.5M -$2.82M -25,381 -3%
AQR Capital Management
33
AQR Capital Management
Connecticut
$95.8M +$8.81M +79,242 +10%
EA
34
Emerald Acquisition
Washington
$87.4M +$87.4M +786,201 New
ClearBridge Investments
35
ClearBridge Investments
New York
$83.8M -$2.88M -25,908 -3%
JHIU
36
Janus Henderson Investors US
Colorado
$76.3M -$8.69M -78,199 -10%
Legal & General Group
37
Legal & General Group
United Kingdom
$75.8M +$920K +8,276 +1%
CS
38
Credit Suisse
Switzerland
$73.3M -$6.61M -59,418 -8%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$69.7M +$12M +107,700 +21%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$68.5M -$4.75M -42,681 -6%
Bank of America
41
Bank of America
North Carolina
$64.9M +$4.82M +43,342 +8%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$64.3M -$729K -6,560 -1%
Sanders Capital
43
Sanders Capital
Florida
$61.3M -$24.2K -218 -0%
GTP
44
Global Thematic Partners
New York
$59.7M -$6.73M -60,554 -10%
Deutsche Bank
45
Deutsche Bank
Germany
$59.5M -$10.7M -96,475 -15%
AllianceBernstein
46
AllianceBernstein
Tennessee
$59M +$9.78K +88 +0%
PAM
47
Panagora Asset Management
Massachusetts
$58.6M -$5.96M -53,602 -9%
O
48
OppenheimerFunds
New York
$58.5M +$3.51M +31,600 +6%
NSCM
49
New South Capital Management
Tennessee
$58.1M +$200K +1,798 +0.3%
Morgan Stanley
50
Morgan Stanley
New York
$58M -$7.52M -67,664 -11%

SWK Hedge Fund Activity: Q2 2016 in Review

628 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2016, worth a combined $14.3B — up 6.1% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SWK positions and 41 closed out — a net gain of 23 holders — while 216 added to existing stakes and 235 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $122M. The largest seller was Royal London Asset Management, cutting an estimated $433M.

  • 628 institutional investors held Stanley Black & Decker (SWK) as of Q2 2016, up from 613 in Q1 2016.
  • Funds reported $14.3B of Stanley Black & Decker stock for Q2 2016, up 6.1% quarter-over-quarter.
  • 64 funds opened new Stanley Black & Decker positions in Q2 2016 and 41 closed out, a net change of +23 holders.
  • The largest Stanley Black & Decker buyer in Q2 2016 was JP Morgan Chase, an estimated $122M added.
  • The largest Stanley Black & Decker seller in Q2 2016 was Royal London Asset Management, an estimated $433M sold.

Based on aggregated 13F filings for Q2 2016.