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Stanley Black & Decker

791 hedge funds and large institutions have $19.7B invested in Stanley Black & Decker in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 298 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $162M | Put options by funds: $124M

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

1% less funds holding

Funds holding: 795791 (-4)

1% less ownership

Funds ownership: 84.62%83.62% (-1%)

10% less capital invested

Capital invested by funds: $22B → $19.7B (-$2.27B)

12% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 298

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
791
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.13%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
85
Increased
261
Reduced
298
Closed
77
Calls
$162M
Puts
$124M
Net Calls
+$38.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
551
Integrated Wealth Concepts
Massachusetts
$344K +$146K +900 +65%
OIA
552
Optimum Investment Advisors
Illinois
$341K +$75.5K +465 +26%
SSW
553
Smith Shellnut Wilson
Mississippi
$337K -$69.3K -427 -16%
PGFC
554
Peapack-Gladstone Financial Corp
New Jersey
$336K +$3.57K +22 +1%
BFM
555
Boothbay Fund Management
New York
$333K +$352K +2,171 New
HR
556
Howe & Rusling
New York
$329K -$12.5K -77 -3%
AWCI
557
Alpine Woods Capital Investors
New York
$322K
BAM
558
Belpointe Asset Management
Nevada
$319K -$422K -2,602 -56%
SPIA
559
Steward Partners Investment Advisory
New York
$316K -$162 -1 -0%
DAM
560
Doheny Asset Management
California
$316K
CFB
561
Cullen/Frost Bankers
Texas
$310K -$3.73K -23 -1%
PTC
562
Philadelphia Trust Company
Pennsylvania
$308K -$14.6K -90 -4%
BCP
563
Blackhawk Capital Partners
Wisconsin
$308K -$2.43K -15 -0.7%
DDC
564
DF Dent & Co
Maryland
$308K +$326K +2,010 New
II
565
Inspire Investing
Idaho
$307K +$75K +462 +30%
WP
566
WMS Partners
Maryland
$307K +$325K +2,005 New
CAM
567
Close Asset Management
United Kingdom
$306K
FA
568
FCG Advisors
New Jersey
$306K
FMLI
569
Fukoku Mutual Life Insurance
Japan
$306K
EGM
570
Engineers Gate Manager
New York
$306K +$324K +1,998 New
QI
571
QS Investors
New York
$304K
SWA
572
Sutton Wealth Advisors
Florida
$302K
GH
573
GAM Holding
Switzerland
$299K -$1.45M -8,965 -82%
JFL
574
Jarislowsky, Fraser Ltd
Quebec, Canada
$298K
FIM
575
Freedom Investment Management
Connecticut
$296K +$314K +1,934 New

SWK Hedge Fund Activity: Q1 2018 in Review

791 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2018, worth a combined $19.7B — down 10% from $22B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SWK positions and 77 closed out — a net gain of 8 holders — while 261 added to existing stakes and 298 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $98.7M. The largest seller was JP Morgan Chase, cutting an estimated $263M.

  • 791 institutional investors held Stanley Black & Decker (SWK) as of Q1 2018, down from 795 in Q4 2017.
  • Funds reported $19.7B of Stanley Black & Decker stock for Q1 2018, down 10% quarter-over-quarter.
  • 85 funds opened new Stanley Black & Decker positions in Q1 2018 and 77 closed out, a net change of +8 holders.
  • The largest Stanley Black & Decker buyer in Q1 2018 was T. Rowe Price Associates, an estimated $98.7M added.
  • The largest Stanley Black & Decker seller in Q1 2018 was JP Morgan Chase, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2018.