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Stanley Black & Decker

628 hedge funds and large institutions have $14.3B invested in Stanley Black & Decker in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 216 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

30% more call options, than puts

Call options by funds: $124M | Put options by funds: $95.9M

6% more capital invested

Capital invested by funds: $13.4B → $14.3B (+$824M)

2% more funds holding

Funds holding: 613628 (+15)

8% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 235

3.29% less ownership

Funds ownership: 88.68%85.39% (-3.3%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
628
Holders Change
+15
Holders Change %
+2.45%
% of All Funds
16.76%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
64
Increased
216
Reduced
235
Closed
41
Calls
$124M
Puts
$95.9M
Net Calls
+$28.3M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
501
FCG Advisors
New Jersey
$246K +$246K +2,216 New
IA
502
IFP Advisors
Florida
$245K +$232K +2,086 +1,798%
VFA
503
Voya Financial Advisors
Connecticut
$242K -$5.78K -52 -2%
BBHC
504
Brown Brothers Harriman & Co
New York
$242K +$334 +3 +0.1%
DAM
505
Doheny Asset Management
California
$241K
PGFC
506
Peapack-Gladstone Financial Corp
New Jersey
$241K
PI
507
PineBridge Investments
New York
$239K -$95.4K -858 -29%
VDI
508
Vaughan David Investments
Illinois
$237K -$3.34K -30 -1%
Jane Street
509
Jane Street
New York
$231K -$21K -189 -8%
CCMG
510
Clark Capital Management Group
Pennsylvania
$230K -$211K -1,901 -48%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$230K +$4.22K +38 +2%
RDM
512
Retirement Design & Management
Connecticut
$225K
DAM
513
Deltec Asset Management
New York
$222K
RHBC
514
R.H. Bluestein & Co
Michigan
$222K +$222K +2,000 New
SAM
515
Symphony Asset Management
California
$221K -$87.1K -783 -28%
SWA
516
Sutton Wealth Advisors
Florida
$220K
GXMC
517
Global X Management Company
New York
$218K +$120K +1,076 +122%
MAM
518
Mizuho Asset Management
Japan
$216K +$98.8K +889 +85%
SC
519
Savant Capital
Illinois
$215K
WSFS
520
Wilmington Savings Fund Society
Delaware
$214K
W
521
Wealthfront
California
$214K +$213K +1,920 New
FNT
522
First National Trust
Pennsylvania
$212K -$62.2K -559 -23%
CBN
523
Cadence Bank NA
Texas
$210K +$210K +1,888 New
BT
524
Beacon Trust
New Jersey
$206K +$206K +1,855 New
BC
525
Bartlett & Co
Ohio
$205K

SWK Hedge Fund Activity: Q2 2016 in Review

628 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2016, worth a combined $14.3B — up 6.1% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SWK positions and 41 closed out — a net gain of 23 holders — while 216 added to existing stakes and 235 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $122M. The largest seller was Royal London Asset Management, cutting an estimated $433M.

  • 628 institutional investors held Stanley Black & Decker (SWK) as of Q2 2016, up from 613 in Q1 2016.
  • Funds reported $14.3B of Stanley Black & Decker stock for Q2 2016, up 6.1% quarter-over-quarter.
  • 64 funds opened new Stanley Black & Decker positions in Q2 2016 and 41 closed out, a net change of +23 holders.
  • The largest Stanley Black & Decker buyer in Q2 2016 was JP Morgan Chase, an estimated $122M added.
  • The largest Stanley Black & Decker seller in Q2 2016 was Royal London Asset Management, an estimated $433M sold.

Based on aggregated 13F filings for Q2 2016.