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Stanley Black & Decker

668 hedge funds and large institutions have $17.2B invested in Stanley Black & Decker in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 216 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.03B)

1% more funds holding

Funds holding: 661668 (+7)

2.94% less ownership

Funds ownership: 87.98%85.04% (-2.9%)

14% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 250

34% less call options, than puts

Call options by funds: $42.2M | Put options by funds: $63.6M

Holders
668
Holders Change
+7
Holders Change %
+1.06%
% of All Funds
16.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
80
Increased
216
Reduced
250
Closed
66
Calls
$42.2M
Puts
$63.6M
Net Calls
-$21.4M
Net Calls Change
+$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
551
STALEY CAPITAL ADVISERS
Pennsylvania
$209K +$197K +1,573 New
ASN
552
Advisory Services Network
Georgia
$208K +$197K +1,567 New
CB
553
Commerce Bank
Missouri
$208K +$197K +1,570 New
PCM
554
Penserra Capital Management
California
$207K -$7.53K -60 -4%
BAS
555
Brown Advisory Securities
Maryland
$204K +$193K +1,538 New
CFA
556
CT Financial Advisors
Pennsylvania
$200K
AF
557
Allworth Financial
California
$193K
Northwestern Mutual Wealth Management
558
Northwestern Mutual Wealth Management
Wisconsin
$193K +$20.1K +160 +12%
SC
559
SRB Corp
Massachusetts
$188K
AssetMark Inc
560
AssetMark Inc
California
$183K +$8.78K +70 +5%
CFG
561
Citizens Financial Group
Rhode Island
$179K
TCM
562
Tradewinds Capital Management
Washington
$176K
RFA
563
Reilly Financial Advisors
California
$156K
AAP
564
Arax Advisory Partners
Colorado
$143K
SPIA
565
Steward Partners Investment Advisory
New York
$143K +$112K +892 +469%
HCA
566
Harbour Capital Advisors
Virginia
$140K +$132K +1,050 New
KF
567
Krilogy Financial
Missouri
$137K
GBT
568
Grove Bank & Trust
Florida
$134K +$62.8K +501 +98%
PCTC
569
Perkins Coie Trust Company
Washington
$132K
BAM
570
Barrett Asset Management
New York
$120K
EWM
571
Evercore Wealth Management
New York
$117K -$1.63K -13 -1%
SSB
572
Sandy Spring Bank
Maryland
$115K
FCB
573
First Command Bank
Texas
$114K
FCFS
574
First Command Financial Services
Texas
$114K
NFG
575
Next Financial Group
Texas
$112K -$18.7K -149 -15%

SWK Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2017, worth a combined $17.2B — up 13% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SWK positions and 66 closed out — a net gain of 14 holders — while 216 added to existing stakes and 250 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 668 institutional investors held Stanley Black & Decker (SWK) as of Q1 2017, up from 661 in Q4 2016.
  • Funds reported $17.2B of Stanley Black & Decker stock for Q1 2017, up 13% quarter-over-quarter.
  • 80 funds opened new Stanley Black & Decker positions in Q1 2017 and 66 closed out, a net change of +14 holders.
  • The largest Stanley Black & Decker buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Stanley Black & Decker seller in Q1 2017 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2017.