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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
OIA
526
Optimum Investment Advisors
Illinois
$205K +$204K +1,839 New
UB
527
UMB Bank
Missouri
$205K +$205K +1,848 New
BSW
528
Buckingham Strategic Wealth
Missouri
$200K +$200K +1,799 New
DSC
529
Duncker Streett & Co
Missouri
$196K +$7.67K +69 +4%
CCA
530
Checchi Capital Advisers
California
$195K +$6.23K +56 +3%
IMAS
531
ID Management A/S
Denmark
$186K +$186K +1,676 New
AssetMark Inc
532
AssetMark Inc
California
$177K -$661K -5,946 -79%
CFA
533
CT Financial Advisors
Pennsylvania
$167K
AF
534
Allworth Financial
California
$161K
HNB
535
Huntington National Bank
Ohio
$153K -$7.23K -65 -5%
CFG
536
Citizens Financial Group
Rhode Island
$150K
TCM
537
Tradewinds Capital Management
Washington
$147K
CGT
538
Capital Guardian Trust
California
$145K
SC
539
SRB Corp
Massachusetts
$140K -$25.8K -232 -16%
CG
540
Cutler Group
California
$133K -$100K -900 -43%
KF
541
Krilogy Financial
Missouri
$133K +$11.3K +102 +9%
FWM
542
Focused Wealth Management
New York
$133K +$133K +1,200 New
RFA
543
Reilly Financial Advisors
California
$133K +$133K +1,200 New
Fuller & Thaler Asset Management
544
Fuller & Thaler Asset Management
California
$122K
PAIA
545
Park Avenue Institutional Advisers
New York
$107K +$2K +18 +2%
BAM
546
Barrett Asset Management
New York
$100K
TCOV
547
Trust Company of Vermont
Vermont
$99K -$13.9K -125 -12%
SSB
548
Sandy Spring Bank
Maryland
$96K
TWA
549
TCI Wealth Advisors
Arizona
$96K
Toronto Dominion Bank
550
Toronto Dominion Bank
Ontario, Canada
$93K -$36.6K -329 -28%

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.