We are live on ! Find out more
SWK icon

Stanley Black & Decker

791 hedge funds and large institutions have $19.7B invested in Stanley Black & Decker in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 298 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $162M | Put options by funds: $124M

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

1% less funds holding

Funds holding: 795791 (-4)

1% less ownership

Funds ownership: 84.62%83.62% (-1%)

10% less capital invested

Capital invested by funds: $22B → $19.7B (-$2.27B)

12% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 298

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
791
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.13%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
85
Increased
261
Reduced
298
Closed
77
Calls
$162M
Puts
$124M
Net Calls
+$38.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
526
Symphony Asset Management
California
$384K +$29.1K +179 +8%
CI
527
Cavalier Investments
Georgia
$383K
CB
528
Community Bank
New York
$383K
GCA
529
Gideon Capital Advisors
New York
$381K +$404K +2,488 New
Assenagon Asset Management
530
Assenagon Asset Management
Luxembourg
$381K +$404K +2,490 New
MIFH
531
Migdal Insurance & Financial Holdings
Israel
$372K -$974 -6 -0.2%
CBN
532
Cadence Bank NA
Texas
$372K
HNB
533
Huntington National Bank
Ohio
$372K +$30K +185 +8%
CF
534
Copperwynd Financial
Arizona
$365K +$26.6K +164 +7%
ACM
535
Alta Capital Management
Utah
$362K +$384K +2,364 New
SCM
536
Southport Capital Management
Tennessee
$360K -$6.49K -40 -2%
LFG
537
LifePlan Financial Group
Ohio
$360K -$325 -2 -0.1%
LS
538
Livforsakringsbolaget Skandia
Sweden
$360K
PCM
539
Penserra Capital Management
California
$360K +$30.2K +186 +9%
VDI
540
Vaughan David Investments
Illinois
$358K
PCM
541
Parsons Capital Management
Rhode Island
$355K
PFPT
542
Pinnacle Financial Partners (Tennessee)
Tennessee
$354K
CIM
543
Contravisory Investment Management
Massachusetts
$353K +$18.2K +112 +5%
HCA
544
Harbour Capital Advisors
Virginia
$352K +$373K +2,298 New
TRCT
545
Tower Research Capital (TRC)
New York
$351K -$93K -573 -20%
CB
546
Cadence Bank
Mississippi
$351K
BIAS
547
Beacon Investment Advisory Services
New Jersey
$350K
Susquehanna International Group
548
Susquehanna International Group
Pennsylvania
$347K +$367K +2,263 New
CAN
549
Cetera Advisor Networks
California
$346K +$108K +663 +42%
BFO
550
Biltmore Family Office
North Carolina
$344K

SWK Hedge Fund Activity: Q1 2018 in Review

791 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2018, worth a combined $19.7B — down 10% from $22B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SWK positions and 77 closed out — a net gain of 8 holders — while 261 added to existing stakes and 298 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $98.7M. The largest seller was JP Morgan Chase, cutting an estimated $263M.

  • 791 institutional investors held Stanley Black & Decker (SWK) as of Q1 2018, down from 795 in Q4 2017.
  • Funds reported $19.7B of Stanley Black & Decker stock for Q1 2018, down 10% quarter-over-quarter.
  • 85 funds opened new Stanley Black & Decker positions in Q1 2018 and 77 closed out, a net change of +8 holders.
  • The largest Stanley Black & Decker buyer in Q1 2018 was T. Rowe Price Associates, an estimated $98.7M added.
  • The largest Stanley Black & Decker seller in Q1 2018 was JP Morgan Chase, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2018.