We are live on ! Find out more
SWK icon

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
GXMC
601
Global X Management Company
New York
$11K
AOWM
602
Alpha Omega Wealth Management
Virginia
$11K +$10.5K +100 New
DPA
603
Delphi Private Advisors
California
$11K +$11K +104 New
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$11K +$11.3K +107 New
FNYS
605
First New York Securities
New York
$10.7K
MFW
606
Mosaic Family Wealth
Missouri
$10K +$10.5K +100 New
WT
607
Whittier Trust
California
$8K +$7.49K +71 +1,775%
OFS
608
Orrstown Financial Services
Pennsylvania
$7K
TFO
609
Tarbox Family Office
California
$5K +$3.06K +29 +132%
TSU
610
TD Securities (USA)
New York
$4K -$5.69K -54 -61%
QCG
611
Quadrant Capital Group
Ohio
$4K +$4.53K +43 +239%
DSN
612
D. Scott Neal
Kentucky
$3K +$3.37K +32 New
CAM
613
ClariVest Asset Management
California
$2K
EFSCE
614
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
PCP
615
Proficio Capital Partners
Massachusetts
$2K +$1.58K +15 New
HIM
616
Hillsdale Investment Management
Ontario, Canada
$2K +$2.11K +20 New
ADL
617
Asset Dedication LLC
California
$1K +$843 +8 New
WA
618
WBH Advisory
Maryland
$540 -$31.5K -299 -6%
Point72 Asset Management
619
Point72 Asset Management
Connecticut
-$20.3M -209,375 Closed
WM
620
WCG Management
New York
-$17.5M -182,263 Closed
LM
621
Luminus Management
Texas
-$13.4M -138,412 Closed
Arrowstreet Capital
622
Arrowstreet Capital
Massachusetts
-$12.1M -124,600 Closed
ZDA
623
Zweig-DiMenna Associates
New York
-$10.5M -108,400 Closed
HCM
624
Highbridge Capital Management
New York
-$4.54M -46,777 Closed
EAM
625
EverPoint Asset Management
Connecticut
-$4.07M -42,000 Closed

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.