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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
PMFA
526
Plante Moran Financial Advisors
Michigan
$3K – – –
RFA
527
Reilly Financial Advisors
California
$3K – – –
S
528
SignatureFD
Georgia
$2K +$2.29K +28 New
NES
529
New England Securities
New York
$1K -$1.55K -19 -63%
TFO
530
Tarbox Family Office
California
$1K +$1.39K +17 New
CRM
531
Cramer Rosenthal McGlynn
Connecticut
– -$171M -1,888,730 Closed
IC
532
Institutional Capital
Illinois
– -$108M -1,193,073 Closed
Fidelity International
533
Fidelity International
Bermuda
– -$70M -772,660 Closed
SONJCPFA
534
State of New Jersey Common Pension Fund A
New Jersey
– -$29M -320,000 Closed
SIA
535
Sit Investment Associates
Minnesota
– -$27.3M -301,200 Closed
AAMU
536
Amundi Asset Management US
Massachusetts
– -$24.3M -268,469 Closed
SAM
537
Scopus Asset Management
New York
– -$23.6M -260,960 Closed
STMM
538
South Texas Money Management
Texas
– -$22.9M -252,717 Closed
BAMCO Inc
539
BAMCO Inc
New York
– -$19.8M -218,250 Closed
RP
540
Reinhart Partners
Wisconsin
– -$19.6M -216,009 Closed
O
541
OppenheimerFunds
New York
– -$13.3M -147,397 Closed
SCM
542
Suffolk Capital Management
New York
– -$11.5M -126,920 Closed
BMCMI
543
Bryn Mawr Capital Management Inc
Pennsylvania
– -$10.1M -111,440 Closed
ARC
544
Absolute Return Capital
Massachusetts
– -$9.73M -107,482 Closed
PAMP
545
Polar Asset Management Partners
Ontario, Canada
– -$9.6M -106,000 Closed
OAMG
546
Odey Asset Management Group
United Kingdom
– -$9.33M -102,980 Closed
CCM
547
Catapult Capital Management
New York
– -$8.9M -98,250 Closed
RCIM
548
Russell Clark Investment Management
United Kingdom
– -$8.7M -96,100 Closed
DM
549
Delphi Management
Massachusetts
– -$7.08M -78,215 Closed
CAM
550
Cubic Asset Management
Massachusetts
– -$6.24M -68,895 Closed
20 21
22
23 24

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.