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Stanley Black & Decker
SWK

566 hedge funds and large institutions have $13B invested in Stanley Black & Decker in 2014 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 193 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 39

11% more call options, than puts

Call options by funds: $134M | Put options by funds: $120M

10% more capital invested

Capital invested by funds: $11.8B → $13B (+$1.2B)

6% more funds holding

Funds holding: 536 → 566 (+30)

1.38% more ownership

Funds ownership: 85.08% → 86.46% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

Holders
566
Holders Change
+30
Holders Change %
+5.6%
% of All Funds
15.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
79
Increased
188
Reduced
193
Closed
39
Calls
$134M
Puts
$120M
Net Calls
+$13.6M
Net Calls Change
-$13.4M

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$204M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$142M
3
Invesco
Invesco
Georgia
+$81.7M
4
Charles Schwab
Charles Schwab
California
+$77.2M
5
GAM
Gotham Asset Management
New York
+$64.6M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$190M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$118M
3
JP Morgan Chase
JP Morgan Chase
New York
-$101M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$58.4M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$53.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
476
BTR Capital Management
California
$202K +$194K +2,100 New
FHB
477
First Hawaiian Bank
Hawaii
$200K +$192K +2,082 New
WP
478
WMS Partners
Maryland
$200K +$192K +2,083 New
BC
479
Bartlett & Co
Ohio
$199K +$20.8K +225 +12%
OIA
480
Optimum Investment Advisors
Illinois
$193K – – –
SRC
481
Stone Run Capital
New York
$192K +$184K +2,000 New
FMLI
482
Fukoku Mutual Life Insurance
Japan
$173K -$9.22K -100 -5%
BPBT
483
Boston Private Bank & Trust
Massachusetts
$166K – – –
DSC
484
Duncker Streett & Co
Missouri
$160K – – –
HNB
485
Huntington National Bank
Ohio
$148K +$142K +1,541 New
CFA
486
CT Financial Advisors
Pennsylvania
$148K +$142K +1,540 New
WRM
487
Westport Resources Management
Connecticut
$145K – – –
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$143K -$64.2K -696 -32%
TIM
489
Tortoise Investment Management
New York
$141K – – –
EPM
490
Equitec Proprietary Markets
Illinois
$136K +$130K +1,414 New
W
491
Wealthfront
California
$133K +$2.4K +26 +2%
TCM
492
Tradewinds Capital Management
Washington
$127K – – –
OMCS
493
Old Mutual Customised Solutions
South Africa
$125K -$9.22K -100 -7%
CTC
494
Central Trust Company
Missouri
$125K +$1.2K +13 +1%
NPC
495
National Planning Corporation
California
$113K +$110K +1,195 New
BBHC
496
Brown Brothers Harriman & Co
New York
$112K – – –
TCOV
497
Trust Company of Vermont
Vermont
$105K – – –
GIS
498
Guardian Investor Services
New York
$104K -$2.58K -28 -3%
MCM
499
Manchester Capital Management
Vermont
$103K – – –
TWA
500
TCI Wealth Advisors
Arizona
$101K – – –
18 19
20
21 22

SWK Hedge Fund Activity: Q4 2014 in Review

566 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2014, worth a combined $13B — up 10% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SWK positions and 39 closed out — a net gain of 40 holders — while 188 added to existing stakes and 193 trimmed.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $204M. The largest seller was Adage Capital Partners, cutting an estimated $190M.

  • 566 institutional investors held Stanley Black & Decker (SWK) as of Q4 2014, up from 536 in Q3 2014.
  • Funds reported $13B of Stanley Black & Decker stock for Q4 2014, up 10% quarter-over-quarter.
  • 79 funds opened new Stanley Black & Decker positions in Q4 2014 and 39 closed out, a net change of +40 holders.
  • The largest Stanley Black & Decker buyer in Q4 2014 was Pzena Investment Management, an estimated $204M added.
  • The largest Stanley Black & Decker seller in Q4 2014 was Adage Capital Partners, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2014.