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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
AWM
576
AE Wealth Management
Kansas
$294K -$15.9K -98 -5%
SC
577
Savant Capital
Illinois
$293K
CBT
578
Capital Bank & Trust
California
$292K
SCI
579
S&CO Inc
Massachusetts
$291K
EGA
580
E&G Advisors
Texas
$291K +$308K +1,900 New
HFS
581
HL Financial Services
Kentucky
$289K -$3.79M -23,370 -93%
HA
582
Harborview Advisors
Maine
$284K +$300K +1,851 New
ST
583
Smithfield Trust
Pennsylvania
$283K +$19.8K +122 +7%
DIM
584
DC Investments Management
Virginia
$282K +$299K +1,841 New
ERIM
585
Eagle Ridge Investment Management
Connecticut
$280K -$101K -625 -26%
BDS
586
Banco de Sabadell
Florida
$280K
NIM
587
NuWave Investment Management
New Jersey
$280K +$285K +1,759 +2,045%
UB
588
UMB Bank
Missouri
$279K -$15.4K -95 -5%
MA
589
MUFG Americas
New York
$275K -$28.6K -176 -9%
AWM
590
Avior Wealth Management
Nebraska
$275K -$22.7K -140 -7%
NIA
591
Northstar Investment Advisors
Colorado
$274K
AT
592
Arden Trust
Delaware
$274K +$3.57K +22 +1%
BC
593
Brinker Capital
Pennsylvania
$273K -$1.3K -8 -0.4%
CCB
594
Cutter & Co Brokerage
Missouri
$272K -$4.87K -30 -2%
BRWA
595
B. Riley Wealth Advisors
Florida
$272K +$58.6K +361 +26%
ASN
596
Advisory Services Network
Georgia
$270K -$38.9K -240 -12%
LOAME
597
Lombard Odier Asset Management (Europe)
United Kingdom
$269K -$31.6K -195 -10%
MAM
598
Meeder Asset Management
Ohio
$268K -$771K -4,748 -73%
JIP
599
Jaffetilchin Investment Partners
Florida
$266K -$419K -2,581 -60%
TSS
600
Two Sigma Securities
New York
$261K +$77.6K +478 +39%

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.