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Stanley Black & Decker

721 hedge funds and large institutions have $19.2B invested in Stanley Black & Decker in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 259 increasing their positions, 262 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $383M | Put options by funds: $132M

12% more capital invested

Capital invested by funds: $17.2B → $19.2B (+$2.05B)

2.42% more ownership

Funds ownership: 83.89%86.31% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 262

3% less funds holding

Funds holding: 747721 (-26)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

Holders
721
Holders Change
-26
Holders Change %
-3.48%
% of All Funds
16.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
63
Increased
259
Reduced
262
Closed
81
Calls
$383M
Puts
$132M
Net Calls
+$251M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
501
Bessemer Group
New Jersey
$341K -$4.59M -32,244 -93%
PCM
502
Parsons Capital Management
Rhode Island
$339K
PFPT
503
Pinnacle Financial Partners (Tennessee)
Tennessee
$339K +$329K +2,312 New
RCM
504
Riverhead Capital Management
Delaware
$337K -$38K -267 -10%
SCM
505
Southport Capital Management
Tennessee
$335K -$8.11K -57 -2%
BIAS
506
Beacon Investment Advisory Services
New Jersey
$335K -$1.56K -11 -0.5%
CB
507
Cadence Bank
Mississippi
$335K
ASN
508
Advisory Services Network
Georgia
$334K +$120K +842 +58%
BFO
509
Biltmore Family Office
North Carolina
$328K
SSW
510
Smith Shellnut Wilson
Mississippi
$322K +$313K +2,199 New
FI
511
Fosun International
China
$321K +$309K +2,175 New
MYAM
512
Meiji Yasuda Asset Management
Japan
$318K
AWM
513
Avior Wealth Management
Nebraska
$310K
PGFC
514
Peapack-Gladstone Financial Corp
New Jersey
$306K
DAM
515
Doheny Asset Management
California
$302K
MFG
516
Monte Financial Group
Connecticut
$301K +$17.5K +123 +6%
LP
517
LMR Partners
United Kingdom
$301K +$292K +2,053 New
FA
518
FCG Advisors
New Jersey
$296K
WP
519
WMS Partners
Maryland
$295K
DDC
520
DF Dent & Co
Maryland
$294K
BCM
521
Bayesian Capital Management
New York
$293K +$285K +2,000 New
HFS
522
Haverford Financial Services
Pennsylvania
$293K +$285K +2,000 New
IWC
523
Integrated Wealth Concepts
Massachusetts
$290K -$50.5K -355 -15%
CAN
524
Cetera Advisor Networks
California
$290K +$2.28K +16 +0.8%
LCM
525
Landscape Capital Management
New Jersey
$290K +$282K +1,982 New

SWK Hedge Fund Activity: Q3 2018 in Review

721 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2018, worth a combined $19.2B — up 12% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SWK and 63 opened new positions — a net loss of 18 holders — while 262 trimmed existing stakes and 259 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $573M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 721 institutional investors held Stanley Black & Decker (SWK) as of Q3 2018, down from 747 in Q2 2018.
  • Funds reported $19.2B of Stanley Black & Decker stock for Q3 2018, up 12% quarter-over-quarter.
  • 63 funds opened new Stanley Black & Decker positions in Q3 2018 and 81 closed out, a net change of -18 holders.
  • The largest Stanley Black & Decker buyer in Q3 2018 was Capital Research Global Investors, an estimated $573M added.
  • The largest Stanley Black & Decker seller in Q3 2018 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2018.