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Stanley Black & Decker

721 hedge funds and large institutions have $19.2B invested in Stanley Black & Decker in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 259 increasing their positions, 262 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $383M | Put options by funds: $132M

12% more capital invested

Capital invested by funds: $17.2B → $19.2B (+$2.05B)

2.42% more ownership

Funds ownership: 83.89%86.31% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 262

3% less funds holding

Funds holding: 747721 (-26)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

Holders
721
Holders Change
-26
Holders Change %
-3.48%
% of All Funds
16.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
63
Increased
259
Reduced
262
Closed
81
Calls
$383M
Puts
$132M
Net Calls
+$251M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
601
Resources Management Corp
Connecticut
$125K +$122K +860 New
SSB
602
Sandy Spring Bank
Maryland
$122K
TDC
603
Thompson Davis & Co
Virginia
$119K +$10.7K +75 +10%
RA
604
Rational Advisors
New York
$117K +$112K +790 +6,077%
GWM
605
Geneos Wealth Management
Colorado
$115K +$49.1K +345 +78%
PCTC
606
Perkins Coie Trust Company
Washington
$113K
WA
607
WP Advisors
California
$111K +$7.68K +54 +8%
AssetMark Inc
608
AssetMark Inc
California
$107K -$12.8K -90 -11%
ARMT
609
Amica Retiree Medical Trust
Rhode Island
$105K
MCM
610
Manchester Capital Management
Vermont
$103K
IA
611
IFP Advisors
Florida
$101K -$16.9K -119 -15%
VFA
612
Valeo Financial Advisors
Indiana
$99K +$8.82K +62 +8%
RMAM
613
Raab & Moskowitz Asset Management
New Jersey
$96K +$93.9K +660 New
WAM
614
Wealthspire Advisors (Maryland)
Maryland
$93K -$7.97K -56 -8%
TWA
615
TCI Wealth Advisors
Arizona
$93K -$1.71K -12 -2%
TIM
616
Tortoise Investment Management
New York
$93K
TCOV
617
Trust Company of Vermont
Vermont
$92K -$10.7K -75 -11%
FCB
618
First Command Bank
Texas
$90K
FCFS
619
First Command Financial Services
Texas
$90K
FL
620
Fort LP
Maryland
$90K +$38K +267 +76%
SWM
621
SeaCrest Wealth Management
New York
$88K +$854 +6 +1%
ECM
622
Estabrook Capital Management
New York
$79.2K
VCM
623
Versant Capital Management
Arizona
$76K -$711 -5 -0.9%
CC
624
Claybrook Capital
Massachusetts
$75K
AF
625
Advisornet Financial
Minnesota
$74K +$14.2K +100 +25%

SWK Hedge Fund Activity: Q3 2018 in Review

721 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2018, worth a combined $19.2B — up 12% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SWK and 63 opened new positions — a net loss of 18 holders — while 262 trimmed existing stakes and 259 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $573M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 721 institutional investors held Stanley Black & Decker (SWK) as of Q3 2018, down from 747 in Q2 2018.
  • Funds reported $19.2B of Stanley Black & Decker stock for Q3 2018, up 12% quarter-over-quarter.
  • 63 funds opened new Stanley Black & Decker positions in Q3 2018 and 81 closed out, a net change of -18 holders.
  • The largest Stanley Black & Decker buyer in Q3 2018 was Capital Research Global Investors, an estimated $573M added.
  • The largest Stanley Black & Decker seller in Q3 2018 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2018.