We are live on ! Find out more
SWK icon

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
CPIG
601
Chicago Partners Investment Group
Illinois
$14K
EWM
602
Evercore Wealth Management
New York
$14K
WP
603
WealthPLAN Partners
Nebraska
$12.2K +$24.5K +220 New
DPA
604
Delphi Private Advisors
California
$12K
FNBT
605
FineMark National Bank & Trust
Florida
$12K
WAM
606
Wealthspire Advisors (Maryland)
Maryland
$12K +$4K +36 +49%
FNYS
607
First New York Securities
New York
$11.1K
AOWM
608
Alpha Omega Wealth Management
Virginia
$11K
EWM
609
Endurance Wealth Management
Rhode Island
$11K
PFS
610
Physicians Financial Services
North Carolina
$11K
MWP
611
MYCIO Wealth Partners
Pennsylvania
$8K
PWM
612
Perigon Wealth Management
California
$7K +$6.56K +59 New
PCP
613
Proficio Capital Partners
Massachusetts
$6K +$4.22K +38 +345%
Carson Wealth (CWM LLC)
614
Carson Wealth (CWM LLC)
Nebraska
$5K +$222 +2 +4%
NHFG
615
New Harbor Financial Group
Massachusetts
$5K +$5.56K +50 New
DSN
616
D. Scott Neal
Kentucky
$4K
JCM
617
Jacobi Capital Management
Pennsylvania
$4K +$3.89K +35 New
IWMPD
618
Integrated Wealth Management (Palm Desert)
California
$3K -$13.7K -123 -80%
FIB
619
First Interstate Bank
Montana
$3K
TFO
620
Tarbox Family Office
California
$3K
ZB
621
Zions Bancorporation
Utah
$3K
EFSCE
622
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
FANJ
623
Financial Architects (New Jersey)
New Jersey
$2K
HIM
624
Hillsdale Investment Management
Ontario, Canada
$2K
HCM
625
Herndon Capital Management
Georgia
$2K +$1.56K +14 New

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.