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Stanley Black & Decker

656 hedge funds and large institutions have $15.5B invested in Stanley Black & Decker in 2016 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 218 increasing their positions, 244 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 37

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

9% more capital invested

Capital invested by funds: $14.3B → $15.5B (+$1.24B)

4% more funds holding

Funds holding: 628656 (+28)

0.04% more ownership

Funds ownership: 85.39%85.43% (+0.04%)

11% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 244

47% less call options, than puts

Call options by funds: $56.7M | Put options by funds: $107M

Holders
656
Holders Change
+28
Holders Change %
+4.46%
% of All Funds
17.5%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
72
Increased
218
Reduced
244
Closed
37
Calls
$56.7M
Puts
$107M
Net Calls
-$50.4M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CEP
526
Chicago Equity Partners
Illinois
$250K -$82.7K -685 -25%
SAM
527
Symphony Asset Management
California
$248K +$4.35K +36 +2%
BUB
528
BBVA USA Bancshares
Texas
$247K +$242K +2,008 New
Grantham, Mayo, Van Otterloo & Co (GMO)
529
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$246K -$3.73M -30,900 -94%
DAM
530
Deltec Asset Management
New York
$246K
RHBC
531
R.H. Bluestein & Co
Michigan
$246K
CCMG
532
Clark Capital Management Group
Pennsylvania
$245K -$9.29K -77 -4%
SWA
533
Sutton Wealth Advisors
Florida
$243K
CBN
534
Cadence Bank NA
Texas
$240K +$7.73K +64 +3%
FNT
535
First National Trust
Pennsylvania
$239K +$4.35K +36 +2%
SC
536
Savant Capital
Illinois
$237K
CAN
537
Cetera Advisor Networks
California
$237K +$233K +1,931 New
WSFS
538
Wilmington Savings Fund Society
Delaware
$236K
WS
539
Wedbush Securities
California
$234K +$230K +1,904 New
BT
540
Beacon Trust
New Jersey
$228K
BC
541
Bartlett & Co
Ohio
$227K
UB
542
UMB Bank
Missouri
$224K -$3.02K -25 -1%
PI
543
PineBridge Investments
New York
$222K -$40.8K -338 -16%
FWIA
544
Fort Washington Investment Advisors
Ohio
$220K +$215K +1,785 New
DSC
545
Duncker Streett & Co
Missouri
$216K
OIA
546
Optimum Investment Advisors
Illinois
$214K -$12.1K -100 -5%
SCA
547
STALEY CAPITAL ADVISERS
Pennsylvania
$212K +$208K +1,720 New
SC
548
SouthState Corp
Florida
$211K +$207K +1,716 New
AT
549
Arden Trust
Delaware
$209K -$603K -4,998 -75%
GA
550
Geneva Advisors
Illinois
$209K +$205K +1,697 New

SWK Hedge Fund Activity: Q3 2016 in Review

656 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2016, worth a combined $15.5B — up 8.7% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SWK positions and 37 closed out — a net gain of 35 holders — while 218 added to existing stakes and 244 trimmed.

The largest buyer was Prudential Financial, adding an estimated $103M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $122M.

  • 656 institutional investors held Stanley Black & Decker (SWK) as of Q3 2016, up from 628 in Q2 2016.
  • Funds reported $15.5B of Stanley Black & Decker stock for Q3 2016, up 8.7% quarter-over-quarter.
  • 72 funds opened new Stanley Black & Decker positions in Q3 2016 and 37 closed out, a net change of +35 holders.
  • The largest Stanley Black & Decker buyer in Q3 2016 was Prudential Financial, an estimated $103M added.
  • The largest Stanley Black & Decker seller in Q3 2016 was BNP Paribas Financial Markets, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2016.