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Stanley Black & Decker

721 hedge funds and large institutions have $19.2B invested in Stanley Black & Decker in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 259 increasing their positions, 262 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $383M | Put options by funds: $132M

12% more capital invested

Capital invested by funds: $17.2B → $19.2B (+$2.05B)

2.42% more ownership

Funds ownership: 83.89%86.31% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 262

3% less funds holding

Funds holding: 747721 (-26)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

Holders
721
Holders Change
-26
Holders Change %
-3.48%
% of All Funds
16.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
63
Increased
259
Reduced
262
Closed
81
Calls
$383M
Puts
$132M
Net Calls
+$251M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
551
Strategic Advisors
New York
$239K +$142 +1 +0.1%
ERIM
552
Eagle Ridge Investment Management
Connecticut
$234K -$21.3K -150 -9%
IIM
553
Intact Investment Management
Quebec, Canada
$234K
PIA
554
Piedmont Investment Advisors
North Carolina
$233K -$30.9K -217 -12%
WS
555
Wedbush Securities
California
$228K -$24.5K -172 -10%
RIM
556
Rampart Investment Management
Connecticut
$227K +$82.1K +577 +7%
JFL
557
Jarislowsky, Fraser Ltd
Quebec, Canada
$227K -$4.27K -30 -2%
RE
558
RBC Europe
United Kingdom
$227K
PCMC
559
Paragon Capital Management (Colorado)
Colorado
$225K
BCWM
560
Bartlett & Co Wealth Management
Ohio
$224K +$9.25K +65 +4%
RCC
561
Red Cedar Capital
Nebraska
$224K
BC
562
Bartlett & Co
Ohio
$224K +$9.25K +65 +4%
VHAM
563
Van Hulzen Asset Management
California
$224K +$218K +1,529 New
Mariner
564
Mariner
Kansas
$224K +$218K +1,531 New
VAM
565
Verity Asset Management
North Carolina
$224K +$218K +1,531 New
Walleye Trading
566
Walleye Trading
New York
$222K -$3.08M -21,650 -93%
LWAC
567
Laurel Wealth Advisors (California)
California
$222K
PAG
568
Private Advisor Group
New Jersey
$220K +$214K +1,502 New
TWM
569
Titus Wealth Management
California
$217K +$211K +1,484 New
BCA
570
Bray Capital Advisors
Florida
$214K
DAM
571
Deltec Asset Management
New York
$214K +$208K +1,461 New
AT
572
Arden Trust
Delaware
$213K +$207K +1,455 New
AF
573
Allworth Financial
California
$212K -$1.14K -8 -0.5%
FWCM
574
Ferguson Wellman Capital Management
Oregon
$212K +$206K +1,451 New
CAM
575
CenterStar Asset Management
Illinois
$208K

SWK Hedge Fund Activity: Q3 2018 in Review

721 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2018, worth a combined $19.2B — up 12% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SWK and 63 opened new positions — a net loss of 18 holders — while 262 trimmed existing stakes and 259 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $573M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 721 institutional investors held Stanley Black & Decker (SWK) as of Q3 2018, down from 747 in Q2 2018.
  • Funds reported $19.2B of Stanley Black & Decker stock for Q3 2018, up 12% quarter-over-quarter.
  • 63 funds opened new Stanley Black & Decker positions in Q3 2018 and 81 closed out, a net change of -18 holders.
  • The largest Stanley Black & Decker buyer in Q3 2018 was Capital Research Global Investors, an estimated $573M added.
  • The largest Stanley Black & Decker seller in Q3 2018 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2018.