Stanley Black & Decker
715 hedge funds and large institutions have $13.6B invested in Stanley Black & Decker in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 242 increasing their positions, 290 reducing their positions, and 147 closing their positions.
105% more call options, than puts
Call options by funds: $350M | Put options by funds: $171M
0.24% less ownership
Funds ownership: 88.58% → 88.34% (-0.24%)
11% less funds holding
Funds holding: 801 → 715 (-86)
17% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 290
39% less capital invested
Capital invested by funds: $22.3B → $13.6B (-$8.7B)
53% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 147
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$234M |
| 2 |
JP Morgan Chase
New York
|
+$216M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$141M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$102M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$92.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$175M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$143M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$122M |
| 4 |
Millennium Management
New York
|
-$91.7M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$88.5M |
SWK Hedge Fund Activity: Q1 2020 in Review
715 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2020, worth a combined $13.6B — down 39% from $22.3B a quarter earlier.
Sellers outnumbered buyers: 147 funds closed out of SWK and 69 opened new positions — a net loss of 78 holders — while 290 trimmed existing stakes and 242 added.
The largest buyer was Fidelity Investments, adding an estimated $234M. The largest seller was Putnam Investments, exiting entirely with an estimated $175M sold.
- 715 institutional investors held Stanley Black & Decker (SWK) as of Q1 2020, down from 801 in Q4 2019.
- Funds reported $13.6B of Stanley Black & Decker stock for Q1 2020, down 39% quarter-over-quarter.
- 69 funds opened new Stanley Black & Decker positions in Q1 2020 and 147 closed out, a net change of -78 holders.
- The largest Stanley Black & Decker buyer in Q1 2020 was Fidelity Investments, an estimated $234M added.
- The largest Stanley Black & Decker seller in Q1 2020 was Putnam Investments, an estimated $175M sold.
Based on aggregated 13F filings for Q1 2020.