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Stanley Black & Decker

801 hedge funds and large institutions have $22.3B invested in Stanley Black & Decker in 2019 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 275 increasing their positions, 256 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more funds holding in top 10

Funds holding in top 10: 29 (+7)

228% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 36

132% more call options, than puts

Call options by funds: $373M | Put options by funds: $160M

19% more capital invested

Capital invested by funds: $18.7B → $22.3B (+$3.6B)

9% more funds holding

Funds holding: 732801 (+69)

3.13% more ownership

Funds ownership: 85.45%88.58% (+3.1%)

7% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 256

Holders
801
Holders Change
+69
Holders Change %
+9.43%
% of All Funds
15.78%
Holding in Top 10
9
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+350%
% of All Funds
0.18%
New
118
Increased
275
Reduced
256
Closed
36
Calls
$373M
Puts
$160M
Net Calls
+$212M
Net Calls Change
+$33.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$221M -$63.6M -411,000 -24%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$186M +$2.61M +16,845 +2%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$181M +$51.6M +332,928 +44%
PI
29
Putnam Investments
Massachusetts
$175M -$9.33M -60,229 -5%
Legal & General Group
30
Legal & General Group
United Kingdom
$175M +$1.27M +8,222 +0.8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$174M +$36.3M +234,407 +29%
Stifel Financial
32
Stifel Financial
Missouri
$165M +$67.8M +437,655 +78%
EVM
33
Eaton Vance Management
Massachusetts
$159M +$22.6M +145,645 +18%
Sanders Capital
34
Sanders Capital
Florida
$152M +$15.9M +102,768 +13%
WRF
35
Waddell & Reed Financial
Kansas
$146M +$90.6M +585,098 +197%
FMI
36
Fiduciary Management Inc
Wisconsin
$143M -$4.8M -31,024 -3%
Citigroup
37
Citigroup
New York
$135M +$40.1M +259,203 +47%
ProShare Advisors
38
ProShare Advisors
Maryland
$127M +$19.6M +126,412 +20%
Caisse de Depot et Placement du Quebec (CDPQ)
39
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$118M -$52.2M -337,200 -32%
PPA
40
Parametric Portfolio Associates
Washington
$117M +$2.34M +15,116 +2%
Charles Schwab
41
Charles Schwab
California
$115M +$1.5M +9,673 +1%
Millennium Management
42
Millennium Management
New York
$113M +$45.3M +292,829 +75%
CP
43
Coho Partners
Pennsylvania
$110M +$3.75M +24,228 +4%
AI
44
Ariel Investments
Illinois
$101M -$5.49M -35,473 -6%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$97.8M +$718K +4,635 +0.8%
UBS AM
46
UBS AM
Illinois
$93.1M -$2.94M -18,978 -3%
NSCM
47
New South Capital Management
Tennessee
$92.6M -$1.07M -6,940 -1%
CS
48
Credit Suisse
Switzerland
$90.5M +$23.7M +153,208 +39%
Holocene Advisors
49
Holocene Advisors
New York
$87.4M -$25.2M -162,937 -24%
MWNA
50
Marshall Wace North America
New York
$86.9M +$12.9M +83,092 +19%

SWK Hedge Fund Activity: Q4 2019 in Review

801 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2019, worth a combined $22.3B — up 19% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SWK positions and 36 closed out — a net gain of 82 holders — while 275 added to existing stakes and 256 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $242M. The largest seller was JP Morgan Chase, cutting an estimated $298M.

  • 801 institutional investors held Stanley Black & Decker (SWK) as of Q4 2019, up from 732 in Q3 2019.
  • Funds reported $22.3B of Stanley Black & Decker stock for Q4 2019, up 19% quarter-over-quarter.
  • 118 funds opened new Stanley Black & Decker positions in Q4 2019 and 36 closed out, a net change of +82 holders.
  • The largest Stanley Black & Decker buyer in Q4 2019 was Citadel Advisors, an estimated $242M added.
  • The largest Stanley Black & Decker seller in Q4 2019 was JP Morgan Chase, an estimated $298M sold.

Based on aggregated 13F filings for Q4 2019.