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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
LWAC
601
Laurel Wealth Advisors (California)
California
$254K -$6.49K -40 -2%
BCP
602
Blue Chip Partners
Michigan
$253K -$12.7K -78 -5%
KFC
603
Klingenstein Fields & Co
New York
$252K
RE
604
RBC Europe
United Kingdom
$250K
SA
605
Strategic Advisors
New York
$250K
TBNY
606
Trustco Bank (New York)
New York
$250K
WSFS
607
Wilmington Savings Fund Society
Delaware
$247K -$32.5K -200 -11%
AAP
608
Aristotle Atlantic Partners
Florida
$247K +$261K +1,610 New
DCM
609
Driehaus Capital Management
Illinois
$246K -$3.73K -23 -1%
VFA
610
Voya Financial Advisors
Connecticut
$246K -$2.11K -13 -0.8%
KF
611
Krilogy Financial
Missouri
$244K -$55.7K -343 -18%
PFGIA
612
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$162 +1 +0.1%
Northwestern Mutual Wealth Management
613
Northwestern Mutual Wealth Management
Wisconsin
$243K +$40.9K +252 +19%
CNBT
614
Canandaigua National Bank & Trust
New York
$242K -$48.7K -300 -16%
BAS
615
Brown Advisory Securities
Maryland
$234K -$1.62K -10 -0.7%
RCC
616
Red Cedar Capital
Nebraska
$234K
TWM
617
Titus Wealth Management
California
$232K +$5.03K +31 +2%
DWM
618
Dakota Wealth Management
Florida
$232K +$246K +1,514 New
SS
619
Simplicity Solutions
Minnesota
$230K -$9.25K -57 -4%
CA
620
Calton & Associates
Florida
$230K
PG
621
Pendal Group
Australia
$229K +$243K +1,495 New
TG
622
TLP Group
Illinois
$228K +$59.6K +367 +33%
BC
623
Bartlett & Co
Ohio
$225K
BCWM
624
Bartlett & Co Wealth Management
Ohio
$225K +$238K +1,468 New
DAM
625
Deltec Asset Management
New York
$224K

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.