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Stanley Black & Decker

628 hedge funds and large institutions have $14.3B invested in Stanley Black & Decker in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 216 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

30% more call options, than puts

Call options by funds: $124M | Put options by funds: $95.9M

6% more capital invested

Capital invested by funds: $13.4B → $14.3B (+$824M)

2% more funds holding

Funds holding: 613628 (+15)

8% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 235

3.29% less ownership

Funds ownership: 88.68%85.39% (-3.3%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
628
Holders Change
+15
Holders Change %
+2.45%
% of All Funds
16.76%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
64
Increased
216
Reduced
235
Closed
41
Calls
$124M
Puts
$95.9M
Net Calls
+$28.3M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
576
Ledyard National Bank
$44K
NSIM
577
North Star Investment Management
Illinois
$44K
SAMC
578
Shinko Asset Management Company
Japan
$44K
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$37K
JSAM
580
J. Safra Asset Management
New York
$36K +$36.4K +327 New
EDRAML
581
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$35K
MFW
582
Mosaic Family Wealth
Missouri
$34K +$22.3K +201 +201%
CCM
583
Cribstone Capital Management
Maine
$34K +$34K +306 New
MCA
584
Mercer Capital Advisers
New Jersey
$33K
DOA
585
D'Orazio & Associates
Virginia
$30K
FPFS
586
First Personal Financial Services
North Carolina
$30K +$30.2K +272 New
AWMS
587
Advocacy Wealth Management Services
Georgia
$28K -$15.8K -142 -36%
IP
588
Isthmus Partners
Wisconsin
$23K
JFA
589
JNBA Financial Advisors
Minnesota
$23K
WEC
590
Winslow Evans & Crocker
Massachusetts
$22.2K
AWM
591
Avior Wealth Management
Nebraska
$22K
CFA
592
Carroll Financial Associates
North Carolina
$22K
CIA
593
Cascade Investment Advisors
Oregon
$21.1K +$21.1K +190 New
PCM
594
Prelude Capital Management
New York
$20K +$19.9K +179 New
MRCM
595
M&R Capital Management
New Jersey
$20K +$20.2K +182 New
GAM
596
Gemmer Asset Management
California
$18K
VIA
597
Vantage Investment Advisors
Pennsylvania
$18K +$1.45K +13 +9%
CAW
598
Cornerstone Advisors (Washington)
Washington
$17K +$445 +4 +3%
PMFA
599
Plante Moran Financial Advisors
Michigan
$16K +$16.3K +147 New
BAM
600
Bruderman Asset Management
New York
$14K

SWK Hedge Fund Activity: Q2 2016 in Review

628 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2016, worth a combined $14.3B — up 6.1% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SWK positions and 41 closed out — a net gain of 23 holders — while 216 added to existing stakes and 235 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $122M. The largest seller was Royal London Asset Management, cutting an estimated $433M.

  • 628 institutional investors held Stanley Black & Decker (SWK) as of Q2 2016, up from 613 in Q1 2016.
  • Funds reported $14.3B of Stanley Black & Decker stock for Q2 2016, up 6.1% quarter-over-quarter.
  • 64 funds opened new Stanley Black & Decker positions in Q2 2016 and 41 closed out, a net change of +23 holders.
  • The largest Stanley Black & Decker buyer in Q2 2016 was JP Morgan Chase, an estimated $122M added.
  • The largest Stanley Black & Decker seller in Q2 2016 was Royal London Asset Management, an estimated $433M sold.

Based on aggregated 13F filings for Q2 2016.