Stanley Black & Decker
SWK
591 hedge funds and large institutions have $13.9B invested in Stanley Black & Decker in 2015 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 170 increasing their positions, 221 reducing their positions, and 47 closing their positions.
70% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 47
12% more capital invested
Capital invested by funds: $12.4B → $13.9B (+$1.46B)
5% more funds holding
Funds holding: 565 → 591 (+26)
0.86% more ownership
Funds ownership: 85.13% → 85.99% (+0.86%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
3% less call options, than puts
Call options by funds: $127M | Put options by funds: $132M
23% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 221
Top Buyers
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$445M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$221M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$84.5M |
| 4 |
O
OppenheimerFunds
New York
|
+$56.3M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$52.5M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
626
Algert Global
San Francisco,
California
| – | -$272K | -2,850 | Closed |
|
627
Squarepoint
New York
| – | -$269K | -2,826 | Closed |
|
|
I
628
IberiaBank
Lafayette,
Louisiana
| – | -$267K | -2,802 | Closed |
|
|
VAM
629
Verity Asset Management
Durham,
North Carolina
| – | -$246K | -2,575 | Closed |
|
|
HI
630
HBK Investments
Dallas,
Texas
| – | -$200K | -2,100 | Closed |
|
|
FCCM
631
First City Capital Management
Savannah,
Georgia
| – | -$146K | -1,527 | Closed |
|
|
TRCT
632
Tower Research Capital (TRC)
New York
| – | -$123K | -1,204 | Closed |
|
|
AIM
633
Assured Investment Management
New York
| – | -$77K | -808 | Closed |
|
|
PCM
634
Prelude Capital Management
New York
| – | -$38K | -400 | Closed |
|
|
EP
635
Edinburgh Partners
Edinburgh,
United Kingdom
| – | -$30K | -314 | Closed |
|
|
TCM
636
TD Capital Management
Memphis,
Tennessee
| – | -$25K | -263 | Closed |
|
|
IPC
637
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$2K | -19 | Closed |
|
|
SEC
638
Seven Eight Capital
New York
| – | -$1K | -7 | Closed |
|
SWK Hedge Fund Activity: Q2 2015 in Review
591 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2015, worth a combined $13.9B — up 12% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new SWK positions and 47 closed out — a net gain of 33 holders — while 170 added to existing stakes and 221 trimmed.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $445M. The largest seller was Fidelity Investments, cutting an estimated $117M.
- 591 institutional investors held Stanley Black & Decker (SWK) as of Q2 2015, up from 565 in Q1 2015.
- Funds reported $13.9B of Stanley Black & Decker stock for Q2 2015, up 12% quarter-over-quarter.
- 80 funds opened new Stanley Black & Decker positions in Q2 2015 and 47 closed out, a net change of +33 holders.
- The largest Stanley Black & Decker buyer in Q2 2015 was Fiduciary Management Inc, an estimated $445M added.
- The largest Stanley Black & Decker seller in Q2 2015 was Fidelity Investments, an estimated $117M sold.
Based on aggregated 13F filings for Q2 2015.