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Stanley Black & Decker

700 hedge funds and large institutions have $18.2B invested in Stanley Black & Decker in 2017 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 232 increasing their positions, 251 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 42

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

6% more capital invested

Capital invested by funds: $17.2B → $18.2B (+$1B)

5% more funds holding

Funds holding: 668700 (+32)

0.32% less ownership

Funds ownership: 85.04%84.71% (-0.32%)

8% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 251

44% less call options, than puts

Call options by funds: $49.8M | Put options by funds: $89M

Holders
700
Holders Change
+32
Holders Change %
+4.79%
% of All Funds
17.45%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
82
Increased
232
Reduced
251
Closed
42
Calls
$49.8M
Puts
$89M
Net Calls
-$39.2M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
551
Advisory Services Network
Georgia
$245K +$23.6K +172 +11%
FWIA
552
Fort Washington Investment Advisors
Ohio
$244K +$13K +95 +6%
ST
553
Smithfield Trust
Pennsylvania
$243K +$18.9K +138 +9%
WSFS
554
Wilmington Savings Fund Society
Delaware
$242K -$13.7K -100 -6%
Wolverine Trading
555
Wolverine Trading
Illinois
$241K -$270K -1,971 -53%
BCP
556
Blue Chip Partners
Michigan
$241K -$39.9K -291 -15%
Calamos Advisors
557
Calamos Advisors
Illinois
$239K
CCA
558
Checchi Capital Advisers
California
$238K -$4.39K -32 -2%
APP
559
Avantax Planning Partners
Iowa
$238K +$686 +5 +0.3%
PFGIA
560
Patriot Financial Group Insurance Agency
Massachusetts
$236K +$137 +1 +0.1%
BCM
561
Bayesian Capital Management
New York
$234K +$228K +1,662 New
PA
562
Pinnacle Associates
New York
$232K
KFC
563
Klingenstein Fields & Co
New York
$231K +$225K +1,643 New
TBNY
564
Trustco Bank (New York)
New York
$230K
SA
565
Strategic Advisors
New York
$229K +$137 +1 +0.1%
HAG
566
HighPoint Advisor Group
Illinois
$226K
PCM
567
Penserra Capital Management
California
$226K +$6.58K +48 +3%
Teacher Retirement System of Texas
568
Teacher Retirement System of Texas
Texas
$225K -$288K -2,097 -57%
BCA
569
Bray Capital Advisors
Florida
$225K
LOAMS
570
Lombard Odier Asset Management (Switzerland)
Switzerland
$223K -$2.66M -19,379 -92%
BBHC
571
Brown Brothers Harriman & Co
New York
$223K -$54.9K -400 -20%
SCA
572
STALEY CAPITAL ADVISERS
Pennsylvania
$221K
QT
573
Quantbot Technologies
New York
$220K +$215K +1,569 New
VFA
574
Voya Financial Advisors
Connecticut
$219K +$215K +1,567 New
CSIC
575
Clifford Swan Investment Counsel
California
$217K +$211K +1,542 New

SWK Hedge Fund Activity: Q2 2017 in Review

700 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2017, worth a combined $18.2B — up 5.8% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SWK positions and 42 closed out — a net gain of 40 holders — while 232 added to existing stakes and 251 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $139M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $103M sold.

  • 700 institutional investors held Stanley Black & Decker (SWK) as of Q2 2017, up from 668 in Q1 2017.
  • Funds reported $18.2B of Stanley Black & Decker stock for Q2 2017, up 5.8% quarter-over-quarter.
  • 82 funds opened new Stanley Black & Decker positions in Q2 2017 and 42 closed out, a net change of +40 holders.
  • The largest Stanley Black & Decker buyer in Q2 2017 was T. Rowe Price Associates, an estimated $139M added.
  • The largest Stanley Black & Decker seller in Q2 2017 was Two Sigma Investments, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2017.