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Stanley Black & Decker

668 hedge funds and large institutions have $17.2B invested in Stanley Black & Decker in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 216 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.03B)

1% more funds holding

Funds holding: 661668 (+7)

2.94% less ownership

Funds ownership: 87.98%85.04% (-2.9%)

14% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 250

34% less call options, than puts

Call options by funds: $42.2M | Put options by funds: $63.6M

Holders
668
Holders Change
+7
Holders Change %
+1.06%
% of All Funds
16.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
80
Increased
216
Reduced
250
Closed
66
Calls
$42.2M
Puts
$63.6M
Net Calls
-$21.4M
Net Calls Change
+$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
ICOA
526
Investment Centers of America
North Dakota
$243K +$229K +1,826 New
UB
527
UMB Bank
Missouri
$242K
WSFS
528
Wilmington Savings Fund Society
Delaware
$242K
CGT
529
Capital Guardian Trust
California
$239K
SC
530
SouthState Corp
Florida
$239K +$2.02M +16,116 +851%
BT
531
Beacon Trust
New Jersey
$236K
DSC
532
Duncker Streett & Co
Missouri
$234K
CA
533
Cetera Advisors
Colorado
$233K +$219K +1,742 New
OIA
534
Optimum Investment Advisors
Illinois
$231K +$218K +1,739 New
CCA
535
Checchi Capital Advisers
California
$229K +$216K +1,721 New
HAG
536
HighPoint Advisor Group
Illinois
$226K +$199K +1,588 New
Calamos Advisors
537
Calamos Advisors
Illinois
$226K +$213K +1,700 New
APP
538
Avantax Planning Partners
Iowa
$224K -$22.6K -180 -10%
CNBT
539
Canandaigua National Bank & Trust
New York
$222K +$210K +1,674 New
PA
540
Pinnacle Associates
New York
$219K +$207K +1,650 New
BHWM
541
Bar Harbor Wealth Management
New Hampshire
$218K +$205K +1,635 New
FWIA
542
Fort Washington Investment Advisors
Ohio
$218K +$206K +1,642 New
TBNY
543
Trustco Bank (New York)
New York
$217K +$205K +1,632 New
SA
544
Strategic Advisors
New York
$216K -$161K -1,281 -44%
BCA
545
Bray Capital Advisors
Florida
$213K +$201K +1,600 New
FRM
546
Fox Run Management
Connecticut
$213K +$201K +1,600 New
PFGIA
547
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$125 +1 +0.1%
Koshinski Asset Management
548
Koshinski Asset Management
Illinois
$212K +$200K +1,593 New
Cerity Partners
549
Cerity Partners
New York
$212K +$200K +1,597 New
ST
550
Smithfield Trust
Pennsylvania
$211K -$32.4K -258 -14%

SWK Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2017, worth a combined $17.2B — up 13% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SWK positions and 66 closed out — a net gain of 14 holders — while 216 added to existing stakes and 250 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 668 institutional investors held Stanley Black & Decker (SWK) as of Q1 2017, up from 661 in Q4 2016.
  • Funds reported $17.2B of Stanley Black & Decker stock for Q1 2017, up 13% quarter-over-quarter.
  • 80 funds opened new Stanley Black & Decker positions in Q1 2017 and 66 closed out, a net change of +14 holders.
  • The largest Stanley Black & Decker buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Stanley Black & Decker seller in Q1 2017 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2017.