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Stanley Black & Decker

668 hedge funds and large institutions have $17.2B invested in Stanley Black & Decker in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 216 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.03B)

1% more funds holding

Funds holding: 661668 (+7)

2.94% less ownership

Funds ownership: 87.98%85.04% (-2.9%)

14% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 250

34% less call options, than puts

Call options by funds: $42.2M | Put options by funds: $63.6M

Holders
668
Holders Change
+7
Holders Change %
+1.06%
% of All Funds
16.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
80
Increased
216
Reduced
250
Closed
66
Calls
$42.2M
Puts
$63.6M
Net Calls
-$21.4M
Net Calls Change
+$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Acrospire Investment Management
Illinois
$53K -$138K -1,100 -73%
BTIS
602
BB&T Investment Services
North Carolina
$52K +$46.9K +374 New
CAW
603
Cornerstone Advisors (Washington)
Washington
$47K
MFW
604
Mosaic Family Wealth
Missouri
$45K
IUHSA
605
Itau Unibanco Holding S.A.
Brazil
$43K -$25.1K -200 -38%
KTC
606
Kistler-Tiffany Companies
Pennsylvania
$41K -$3.26K -26 -8%
CCM
607
Cribstone Capital Management
Maine
$40K
MCA
608
Mercer Capital Advisers
New Jersey
$40K
PCM
609
Prelude Capital Management
New York
$40K +$1.13K +9 +3%
WAM
610
Wealthspire Advisors (Maryland)
Maryland
$38K +$7.4K +59 +26%
AOWM
611
Alpha Omega Wealth Management
Virginia
$37K
PHK
612
Point72 Hong Kong
Hong Kong
$37K +$34.6K +276 New
DOA
613
D'Orazio & Associates
Virginia
$36K
HCM
614
Highlander Capital Management
New Jersey
$33K
JFA
615
JNBA Financial Advisors
Minnesota
$32K +$4.39K +35 +17%
AWM
616
AllSquare Wealth Management
New York
$31K +$29.2K +233 New
FIB
617
First Interstate Bank
Montana
$28K -$2.88K -23 -10%
AWM
618
Avior Wealth Management
Nebraska
$27K
BGC
619
Blue Granite Capital
South Carolina
$27K
WEC
620
Winslow Evans & Crocker
Massachusetts
$26.6K
SIC
621
Salem Investment Counselors
North Carolina
$26K -$4.01K -32 -14%
CFA
622
Carroll Financial Associates
North Carolina
$26K
ACM
623
AUA Capital Management
Pennsylvania
$25K
MRCM
624
M&R Capital Management
New Jersey
$24K
VIA
625
Vantage Investment Advisors
Pennsylvania
$22K

SWK Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2017, worth a combined $17.2B — up 13% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SWK positions and 66 closed out — a net gain of 14 holders — while 216 added to existing stakes and 250 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 668 institutional investors held Stanley Black & Decker (SWK) as of Q1 2017, up from 661 in Q4 2016.
  • Funds reported $17.2B of Stanley Black & Decker stock for Q1 2017, up 13% quarter-over-quarter.
  • 80 funds opened new Stanley Black & Decker positions in Q1 2017 and 66 closed out, a net change of +14 holders.
  • The largest Stanley Black & Decker buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Stanley Black & Decker seller in Q1 2017 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2017.