We are live on ! Find out more
SWK icon

Stanley Black & Decker

543 hedge funds and large institutions have $11.7B invested in Stanley Black & Decker in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 183 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $284M | Put options by funds: $123M

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

10% more capital invested

Capital invested by funds: $10.6B → $11.7B (+$1.09B)

3% more funds holding

Funds holding: 527543 (+16)

1.35% more ownership

Funds ownership: 83.66%85.01% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 183

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
543
Holders Change
+16
Holders Change %
+3.04%
% of All Funds
15.61%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
56
Increased
191
Reduced
183
Closed
34
Calls
$284M
Puts
$123M
Net Calls
+$161M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GGPS
526
Gary Goldberg Planning Services
New York
$11K
MUMSS
527
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K +$10.2K +120 New
EWM
528
Evercore Wealth Management
New York
$11K +$10.8K +127 New
MS
529
Marshall & Sullivan
Washington
$11K +$10.8K +127 New
NMIS
530
Northwestern Mutual Investment Services
Wisconsin
$9K +$8.52K +100 New
AWM
531
Avior Wealth Management
Nebraska
$7K -$27.1K -318 -80%
WEC
532
Winslow Evans & Crocker
Massachusetts
$6.59K
KTC
533
Kistler-Tiffany Companies
Pennsylvania
$6K
NES
534
New England Securities
New York
$6K
BRWA
535
B. Riley Wealth Advisors
Florida
$5.71K +$5.54K +65 New
FAM
536
Fred Alger Management
New York
$4K
HCC
537
Hirtle Callaghan & Co
Pennsylvania
$4K
PAI
538
Pittenger & Anderson Inc
Nebraska
$4K +$4.26K +50 New
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
PMFA
540
Plante Moran Financial Advisors
Michigan
$3K
NFG
541
Next Financial Group
Texas
$2K +$1.7K +20 New
TRCT
542
Tower Research Capital (TRC)
New York
$2K +$1.7K +20 New
TAM
543
Todd Asset Management
Kentucky
-$31.4M -386,358 Closed
HI
544
Honeywell International
North Carolina
-$16.2M -200,000 Closed
Capstone Investment Advisors
545
Capstone Investment Advisors
New York
-$10.6M -130,000 Closed
ORIO
546
Old Republic International (ORI)
Illinois
-$5.73M -70,500 Closed
LAM
547
Lingohr Asset Management
Germany
-$5.4M -66,511 Closed
CC
548
Coastland Capital
California
-$5M -61,500 Closed
ARTA
549
A.R.T. Advisors
New York
-$4.02M -49,522 Closed
CII
550
CR Intrinsic Investors
Connecticut
-$3.25M -40,000 Closed

SWK Hedge Fund Activity: Q2 2014 in Review

543 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2014, worth a combined $11.7B — up 10% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SWK positions and 34 closed out — a net gain of 22 holders — while 191 added to existing stakes and 183 trimmed.

The largest buyer was Norges Bank, adding an estimated $116M. The largest seller was Goldman Sachs, cutting an estimated $145M.

  • 543 institutional investors held Stanley Black & Decker (SWK) as of Q2 2014, up from 527 in Q1 2014.
  • Funds reported $11.7B of Stanley Black & Decker stock for Q2 2014, up 10% quarter-over-quarter.
  • 56 funds opened new Stanley Black & Decker positions in Q2 2014 and 34 closed out, a net change of +22 holders.
  • The largest Stanley Black & Decker buyer in Q2 2014 was Norges Bank, an estimated $116M added.
  • The largest Stanley Black & Decker seller in Q2 2014 was Goldman Sachs, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2014.