We are live on ! Find out more
SWK icon

Stanley Black & Decker

591 hedge funds and large institutions have $13.9B invested in Stanley Black & Decker in 2015 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 170 increasing their positions, 221 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 47

12% more capital invested

Capital invested by funds: $12.4B → $13.9B (+$1.46B)

5% more funds holding

Funds holding: 565591 (+26)

0.86% more ownership

Funds ownership: 85.13%85.99% (+0.86%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less call options, than puts

Call options by funds: $127M | Put options by funds: $132M

23% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 221

Holders
591
Holders Change
+26
Holders Change %
+4.6%
% of All Funds
15.93%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
80
Increased
170
Reduced
221
Closed
47
Calls
$127M
Puts
$132M
Net Calls
-$4.51M
Net Calls Change
+$40.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
551
Cable Hill Partners
Oregon
$33K
IRS
552
Invictus RG (Singapore)
Singapore
$32K -$9.78K -96 -24%
MCA
553
Mercer Capital Advisers
New Jersey
$32K
IP
554
Isthmus Partners
Wisconsin
$30K
JFA
555
JNBA Financial Advisors
Minnesota
$30K
BAM
556
Bruderman Asset Management
New York
$29K +$15.3K +150 +118%
KPCM
557
Kings Point Capital Management
New York
$27K
FIG
558
Fusion Investment Group
Pennsylvania
$25K +$23.9K +235 New
Northwestern Mutual Wealth Management
559
Northwestern Mutual Wealth Management
Wisconsin
$22K -$1.73K -17 -8%
CF
560
CenterStar Fund
Illinois
$21K
FNBT
561
FineMark National Bank & Trust
Florida
$20K -$13.2K -130 -41%
NFG
562
Next Financial Group
Texas
$20K
CFA
563
Carroll Financial Associates
North Carolina
$18K
GAM
564
Gemmer Asset Management
California
$17K
IWMPD
565
Integrated Wealth Management (Palm Desert)
California
$16K
NHFG
566
New Harbor Financial Group
Massachusetts
$15K
PIM
567
Parasol Investment Management
Illinois
$15K
BCM
568
Brookstone Capital Management
Illinois
$15K +$14.1K +138 New
AssetMark Inc
569
AssetMark Inc
California
$14K +$13.1K +129 New
CIA
570
Choate Investment Advisors
Massachusetts
$13.6K +$13.1K +129 New
WEC
571
Winslow Evans & Crocker
Massachusetts
$13.2K +$5.09K +50 +66%
Parallax Volatility Advisers
572
Parallax Volatility Advisers
California
$13K -$70.7K -694 -85%
EWM
573
Evercore Wealth Management
New York
$13K
P
574
Palladiem
Pennsylvania
$13K
CPIG
575
Chicago Partners Investment Group
Illinois
$13K +$102 +1 +0.8%

SWK Hedge Fund Activity: Q2 2015 in Review

591 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2015, worth a combined $13.9B — up 12% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SWK positions and 47 closed out — a net gain of 33 holders — while 170 added to existing stakes and 221 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $445M. The largest seller was Fidelity Investments, cutting an estimated $117M.

  • 591 institutional investors held Stanley Black & Decker (SWK) as of Q2 2015, up from 565 in Q1 2015.
  • Funds reported $13.9B of Stanley Black & Decker stock for Q2 2015, up 12% quarter-over-quarter.
  • 80 funds opened new Stanley Black & Decker positions in Q2 2015 and 47 closed out, a net change of +33 holders.
  • The largest Stanley Black & Decker buyer in Q2 2015 was Fiduciary Management Inc, an estimated $445M added.
  • The largest Stanley Black & Decker seller in Q2 2015 was Fidelity Investments, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2015.