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Stanley Black & Decker
SWK

529 hedge funds and large institutions have $10.5B invested in Stanley Black & Decker in 2013 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 199 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

16% more call options, than puts

Call options by funds: $197M | Put options by funds: $170M

3% more funds holding

Funds holding: 512 → 529 (+17)

8.37% less ownership

Funds ownership: 82.06% → 73.69% (-8.4%)

12% less capital invested

Capital invested by funds: $11.9B → $10.5B (-$1.37B)

13% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 199

Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
83
Increased
173
Reduced
199
Closed
62
Calls
$197M
Puts
$170M
Net Calls
+$27.2M
Net Calls Change
-$4.14M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$235M
2
Goldman Sachs
Goldman Sachs
New York
+$135M
3
BA
BlackRock Advisors
Delaware
+$107M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$98.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$81.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$303M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$290M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$171M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
IC
Institutional Capital
Illinois
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
551
Northstar Investment Advisors
Colorado
– -$4.33M -47,793 Closed
FBA
552
Front Barnett Associates
Illinois
– -$3.51M -38,747 Closed
FM
553
Family Management
New York
– -$3.5M -38,675 Closed
MCM
554
Munder Capital Management
Michigan
– -$3.41M -37,606 Closed
VAM
555
Visium Asset Management
New York
– -$3.23M -35,711 Closed
BF
556
BOK Financial
Oklahoma
– -$2.81M -31,003 Closed
DCMM
557
DG Capital Management (Massachusetts)
Massachusetts
– -$2.72M -30,035 Closed
SAM
558
Symphony Asset Management
California
– -$2.24M -24,710 Closed
NCM
559
Novare Capital Management
North Carolina
– -$1.78M -19,655 Closed
DR
560
Davis Rea
Ontario, Canada
– -$1.68M -18,500 Closed
WA
561
Whitebox Advisors
Minnesota
– -$1.57M -17,300 Closed
MAM
562
Mastrapasqua Asset Management
Tennessee
– -$1.43M -15,741 Closed
FCBT
563
First Citizens Bank & Trust
North Carolina
– -$1.38M -15,253 Closed
GIM
564
Grassi Investment Management
California
– -$1.15M -12,651 Closed
FAM
565
Forty4 Asset Management
Illinois
– -$815K -9,000 Closed
MWR
566
McAdams Wright Ragen
Washington
– -$600K -6,625 Closed
ACM
567
Aviance Capital Management
Florida
– -$516K -5,699 Closed
Teacher Retirement System of Texas
568
Teacher Retirement System of Texas
Texas
– -$508K -5,604 Closed
WTNA
569
Wilmington Trust National Association
Delaware
– -$465K -5,136 Closed
GAM
570
Gotham Asset Management
New York
– -$445K -4,916 Closed
NEIRG
571
New England Investment & Retirement Group
Massachusetts
– -$414K -4,568 Closed
BCM
572
BTR Capital Management
California
– -$322K -3,550 Closed
WTIM
573
Wilmington Trust Investment Management
Delaware
– -$293K -3,232 Closed
VDI
574
Vaughan David Investments
Illinois
– -$264K -2,910 Closed
FAT
575
First American Trust
California
– -$243K -2,680 Closed
20 21 22
23
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SWK Hedge Fund Activity: Q4 2013 in Review

529 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2013, worth a combined $10.5B — down 12% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SWK positions and 62 closed out — a net gain of 21 holders — while 173 added to existing stakes and 199 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $235M. The largest seller was Massachusetts Financial Services, cutting an estimated $303M.

  • 529 institutional investors held Stanley Black & Decker (SWK) as of Q4 2013, up from 512 in Q3 2013.
  • Funds reported $10.5B of Stanley Black & Decker stock for Q4 2013, down 12% quarter-over-quarter.
  • 83 funds opened new Stanley Black & Decker positions in Q4 2013 and 62 closed out, a net change of +21 holders.
  • The largest Stanley Black & Decker buyer in Q4 2013 was T. Rowe Price Associates, an estimated $235M added.
  • The largest Stanley Black & Decker seller in Q4 2013 was Massachusetts Financial Services, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2013.