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Stanley Black & Decker

791 hedge funds and large institutions have $19.7B invested in Stanley Black & Decker in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 298 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $162M | Put options by funds: $124M

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

1% less funds holding

Funds holding: 795791 (-4)

1% less ownership

Funds ownership: 84.62%83.62% (-1%)

10% less capital invested

Capital invested by funds: $22B → $19.7B (-$2.27B)

12% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 298

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
791
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.13%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
85
Increased
261
Reduced
298
Closed
77
Calls
$162M
Puts
$124M
Net Calls
+$38.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
476
Profund Advisors
Maryland
$599K -$5.03K -31 -0.8%
MBT
477
Montecito Bank & Trust
California
$582K +$14.9K +92 +2%
TAM
478
Tyers Asset Management
Texas
$576K +$119K +736 +24%
AP
479
Advisor Partners
California
$571K -$162 -1 -0%
DC
480
Davenport & Co
Virginia
$567K -$36.5K -225 -6%
EF
481
Exeter Financial
Arizona
$562K +$811 +5 +0.1%
CI
482
Conning Inc
Connecticut
$560K +$3.25K +20 +0.6%
HA
483
Harfst & Associates
Wyoming
$556K +$15.7K +97 +3%
FCH
484
Freestone Capital Holdings
Washington
$553K +$43K +265 +8%
ECM
485
Everence Capital Management
Indiana
$541K
KRSITF
486
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$538K -$91.2K -562 -14%
TPWA
487
TRUE Private Wealth Advisors
Oregon
$532K +$93.3K +575 +20%
WSTAM
488
Wilbanks Smith & Thomas Asset Management
Virginia
$531K +$22.1K +136 +4%
CB
489
Commerce Bank
Missouri
$525K +$8.93K +55 +2%
P
490
Pitcairn
Pennsylvania
$522K -$77.4K -477 -12%
FRM
491
Fox Run Management
Connecticut
$519K +$550K +3,387 New
ZCA
492
Zeke Capital Advisors
Pennsylvania
$516K -$11.2K -69 -2%
NWP
493
Northstar Wealth Partners
Connecticut
$515K +$546K +3,367 New
FMWA
494
Forvis Mazars Wealth Advisors
Missouri
$513K +$12.7K +78 +2%
GCP
495
GSA Capital Partners
United Kingdom
$512K +$105K +644 +24%
MCM
496
Murphy Capital Management
New Jersey
$509K
PIM
497
Penobscot Investment Management
Massachusetts
$505K
RJT
498
Raymond James Trust
Florida
$499K -$81.1K -500 -13%
SF
499
Synovus Financial
Georgia
$492K +$79.2K +488 +18%
BWM
500
Buckley Wealth Management
Nevada
$471K

SWK Hedge Fund Activity: Q1 2018 in Review

791 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2018, worth a combined $19.7B — down 10% from $22B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SWK positions and 77 closed out — a net gain of 8 holders — while 261 added to existing stakes and 298 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $98.7M. The largest seller was JP Morgan Chase, cutting an estimated $263M.

  • 791 institutional investors held Stanley Black & Decker (SWK) as of Q1 2018, down from 795 in Q4 2017.
  • Funds reported $19.7B of Stanley Black & Decker stock for Q1 2018, down 10% quarter-over-quarter.
  • 85 funds opened new Stanley Black & Decker positions in Q1 2018 and 77 closed out, a net change of +8 holders.
  • The largest Stanley Black & Decker buyer in Q1 2018 was T. Rowe Price Associates, an estimated $98.7M added.
  • The largest Stanley Black & Decker seller in Q1 2018 was JP Morgan Chase, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2018.