Stanley Black & Decker
716 hedge funds and large institutions have $18B invested in Stanley Black & Decker in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 258 increasing their positions, 244 reducing their positions, and 66 closing their positions.
91% more call options, than puts
Call options by funds: $315M | Put options by funds: $165M
17% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 66
16% more capital invested
Capital invested by funds: $15.5B → $18B (+$2.53B)
6% more repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 244
0% more funds holding
Funds holding: 715 → 716 (+1)
0.96% less ownership
Funds ownership: 88.51% → 87.55% (-0.96%)
75% less funds holding in top 10
Funds holding in top 10: 8 → 2 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$155M |
| 2 |
Neuberger Berman Group
New York
|
+$118M |
| 3 |
JP Morgan Chase
New York
|
+$117M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$92.7M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$87.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$175M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$119M |
| 3 |
Lazard Asset Management
New York
|
-$86.3M |
| 4 |
TP
Theleme Partners
London,
United Kingdom
|
-$74.8M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$66.4M |
SWK Hedge Fund Activity: Q1 2019 in Review
716 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2019, worth a combined $18B — up 16% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SWK positions and 66 closed out — a net gain of 11 holders — while 258 added to existing stakes and 244 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $155M. The largest seller was Artisan Partners, exiting entirely with an estimated $175M sold.
- 716 institutional investors held Stanley Black & Decker (SWK) as of Q1 2019, up from 715 in Q4 2018.
- Funds reported $18B of Stanley Black & Decker stock for Q1 2019, up 16% quarter-over-quarter.
- 77 funds opened new Stanley Black & Decker positions in Q1 2019 and 66 closed out, a net change of +11 holders.
- The largest Stanley Black & Decker buyer in Q1 2019 was Pzena Investment Management, an estimated $155M added.
- The largest Stanley Black & Decker seller in Q1 2019 was Artisan Partners, an estimated $175M sold.
Based on aggregated 13F filings for Q1 2019.