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Stanley Black & Decker
SWK

529 hedge funds and large institutions have $10.5B invested in Stanley Black & Decker in 2013 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 199 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

16% more call options, than puts

Call options by funds: $197M | Put options by funds: $170M

3% more funds holding

Funds holding: 512 → 529 (+17)

8.37% less ownership

Funds ownership: 82.06% → 73.69% (-8.4%)

12% less capital invested

Capital invested by funds: $11.9B → $10.5B (-$1.37B)

13% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 199

Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
83
Increased
173
Reduced
199
Closed
62
Calls
$197M
Puts
$170M
Net Calls
+$27.2M
Net Calls Change
-$4.14M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$235M
2
Goldman Sachs
Goldman Sachs
New York
+$135M
3
BA
BlackRock Advisors
Delaware
+$107M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$98.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$81.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$303M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$290M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$171M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
IC
Institutional Capital
Illinois
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
501
Ledyard National Bank
$32K +$32.5K +397 New
EWM
502
Elite Wealth Management
Washington
$27K +$3.11K +38 +13%
MAM
503
Mizuho Asset Management
Japan
$25K -$111K -1,350 -81%
CBT
504
Central Bank & Trust
Kentucky
$25K +$4.01K +49 +19%
JFA
505
JNBA Financial Advisors
Minnesota
$23K – – –
KPCM
506
Kings Point Capital Management
New York
$21K – – –
TCM
507
TD Capital Management
Tennessee
$21K +$164 +2 +0.8%
FIG
508
Fusion Investment Group
Pennsylvania
$21K +$20.9K +255 New
CG
509
Colony Group
Massachusetts
$21K +$21.4K +261 New
PAS
510
Partnervest Advisory Services
California
$16K – – –
TCOV
511
Trust Company of Vermont
Vermont
$16K – – –
EWM
512
Evercore Wealth Management
New York
$16K +$10.9K +133 +233%
FHA
513
First Horizon Advisors
Tennessee
$15K -$45K -550 -73%
Manulife (Manufacturers Life Insurance)
514
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.2K -$1.83M -22,408 -13%
RA
515
Rational Advisors
New York
$11K -$737 -9 -6%
PIM
516
Parasol Investment Management
Illinois
$11K +$11.4K +139 New
GGPS
517
Gary Goldberg Planning Services
New York
$10K – – –
HPBT
518
High Point Bank & Trust
North Carolina
$8K – – –
ASN
519
Advisory Services Network
Georgia
$7K +$7.45K +91 New
PI
520
PineBridge Investments
New York
$6K +$6.3K +77 New
KTC
521
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
FAM
522
Fred Alger Management
New York
$4K – – –
LWA
523
Lenox Wealth Advisors
New York
$3K -$6.63K -81 -68%
EFSCE
524
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$2.62K -32 -48%
HCC
525
Hirtle Callaghan & Co
Pennsylvania
$3K – – –
19 20
21
22 23

SWK Hedge Fund Activity: Q4 2013 in Review

529 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2013, worth a combined $10.5B — down 12% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SWK positions and 62 closed out — a net gain of 21 holders — while 173 added to existing stakes and 199 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $235M. The largest seller was Massachusetts Financial Services, cutting an estimated $303M.

  • 529 institutional investors held Stanley Black & Decker (SWK) as of Q4 2013, up from 512 in Q3 2013.
  • Funds reported $10.5B of Stanley Black & Decker stock for Q4 2013, down 12% quarter-over-quarter.
  • 83 funds opened new Stanley Black & Decker positions in Q4 2013 and 62 closed out, a net change of +21 holders.
  • The largest Stanley Black & Decker buyer in Q4 2013 was T. Rowe Price Associates, an estimated $235M added.
  • The largest Stanley Black & Decker seller in Q4 2013 was Massachusetts Financial Services, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2013.