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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
PAI
576
Pittenger & Anderson Inc
Nebraska
$36K
KTC
577
Kistler-Tiffany Companies
Pennsylvania
$35K +$211 +2 +0.6%
MCA
578
Mercer Capital Advisers
New Jersey
$32K
IP
579
Isthmus Partners
Wisconsin
$31K
PCM
580
Penserra Capital Management
California
$31K +$30.4K +288 New
JFA
581
JNBA Financial Advisors
Minnesota
$30K
AIA
582
Allegis Investment Advisors
Idaho
$24K +$23.9K +227 New
CFA
583
Carroll Financial Associates
North Carolina
$22K +$2.63K +25 +14%
WEC
584
Winslow Evans & Crocker
Massachusetts
$21.3K
RFA
585
Reilly Financial Advisors
California
$21K
N
586
Nuveen
North Carolina
$20.6K +$15M +142,067 +278%
EWM
587
Evercore Wealth Management
New York
$20K +$6.22K +59 +46%
GAM
588
Gemmer Asset Management
California
$17K
S
589
SignatureFD
Georgia
$17K +$8.22K +78 +98%
IWMPD
590
Integrated Wealth Management (Palm Desert)
California
$16K
NHFG
591
New Harbor Financial Group
Massachusetts
$16K
BAM
592
Bruderman Asset Management
New York
$14K
CPIG
593
Chicago Partners Investment Group
Illinois
$14K
FNBT
594
FineMark National Bank & Trust
Florida
$14K
AFP
595
Ausdal Financial Partners
Iowa
$14K +$13.5K +128 New
CIA
596
Choate Investment Advisors
Massachusetts
$13.8K -$221K -2,093 -94%
FIB
597
First Interstate Bank
Montana
$13K
JGIA
598
Jackson Grant Investment Advisers
Connecticut
$13K +$52.7K +500 New
AWM
599
Avior Wealth Management
Nebraska
$11K
EWM
600
Endurance Wealth Management
Rhode Island
$11K

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.