We are live on ! Find out more
SWK icon

Stanley Black & Decker

618 hedge funds and large institutions have $16B invested in Stanley Black & Decker in 2015 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 223 increasing their positions, 219 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

12% more capital invested

Capital invested by funds: $14.3B → $16B (+$1.69B)

3.73% more ownership

Funds ownership: 85.93%89.66% (+3.7%)

3% more funds holding

Funds holding: 599618 (+19)

2% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 219

57% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $125M

Holders
618
Holders Change
+19
Holders Change %
+3.17%
% of All Funds
16.21%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
74
Increased
223
Reduced
219
Closed
46
Calls
$53.5M
Puts
$125M
Net Calls
-$71.8M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$85K
AC
552
Alexandria Capital
Virginia
$85K +$84.3K +800 New
PCTC
553
Perkins Coie Trust Company
Washington
$80K
GLI
554
Guardian Life Insurance
New York
$77K -$18.6K -176 -20%
DOA
555
D'Orazio & Associates
Virginia
$76K
RWA
556
Ropes Wealth Advisors
Massachusetts
$72K +$70.6K +670 New
BBPWM
557
Blue Bell Private Wealth Management
Pennsylvania
$68K
TIM
558
Tortoise Investment Management
New York
$68K
FFC
559
First Financial Corp
Indiana
$64K
ECM
560
Estabrook Capital Management
New York
$63.1K
VCM
561
Versant Capital Management
Arizona
$62K +$62.1K +589 New
Northwestern Mutual Wealth Management
562
Northwestern Mutual Wealth Management
Wisconsin
$54K +$36.5K +346 +222%
WIC
563
Woodmont Investment Counsel
Tennessee
$53K
HA
564
Harfst & Associates
Wyoming
$50K +$36.2K +343 +260%
SAMC
565
Shinko Asset Management Company
Japan
$49K
WTB
566
Washington Trust Bank
Washington
$48K +$8.96K +85 +23%
PFBT
567
Parkside Financial Bank & Trust
Missouri
$45K +$1.37K +13 +3%
FAM
568
Formidable Asset Management
Ohio
$43K
NSIM
569
North Star Investment Management
Illinois
$43K
LNB
570
Ledyard National Bank
$42K
Carson Wealth (CWM LLC)
571
Carson Wealth (CWM LLC)
Nebraska
$39K -$4.93M -46,808 -99%
NFG
572
Next Financial Group
Texas
$38K
Manulife (Manufacturers Life Insurance)
573
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.2K -$314K -2,980 -0.8%
DIA
574
Dana Investment Advisors
Wisconsin
$36.2K -$34.5M -327,541 -90%
WP
575
WealthPLAN Partners
Nebraska
$36.1K +$107K +1,014 New

SWK Hedge Fund Activity: Q4 2015 in Review

618 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2015, worth a combined $16B — up 12% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SWK positions and 46 closed out — a net gain of 28 holders — while 223 added to existing stakes and 219 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $545M. The largest seller was Bank of Nova Scotia, cutting an estimated $115M.

  • 618 institutional investors held Stanley Black & Decker (SWK) as of Q4 2015, up from 599 in Q3 2015.
  • Funds reported $16B of Stanley Black & Decker stock for Q4 2015, up 12% quarter-over-quarter.
  • 74 funds opened new Stanley Black & Decker positions in Q4 2015 and 46 closed out, a net change of +28 holders.
  • The largest Stanley Black & Decker buyer in Q4 2015 was JP Morgan Chase, an estimated $545M added.
  • The largest Stanley Black & Decker seller in Q4 2015 was Bank of Nova Scotia, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2015.