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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
GAM
626
Gemmer Asset Management
California
$21K
FMA
627
FNY Managed Accounts
New York
$21K +$20.1K +160 New
WT
628
Whittier Trust
California
$19K +$17.4K +139 +2,317%
CPIG
629
Chicago Partners Investment Group
Illinois
$17K
WPA
630
West Paces Advisors
Georgia
$16.2K
WIM
631
Westside Investment Management
California
$15.7K
GRP
632
Global Retirement Partners
California
$13K
MAM
633
Meeder Asset Management
Ohio
$13K
TF
634
Tompkins Financial
New York
$11K -$5.39K -43 -34%
FANJ
635
Financial Architects (New Jersey)
New Jersey
$10K
FPFS
636
First Personal Financial Services
North Carolina
$10K
RBC
637
Roble Belko & Company
Pennsylvania
$10K
PWM
638
Perigon Wealth Management
California
$8K
YWP
639
YorkBridge Wealth Partners
New York
$8K
GAM
640
Guinness Asset Management
United Kingdom
$7K -$5.52K -44 -47%
PCP
641
Proficio Capital Partners
Massachusetts
$7K -$753 -6 -10%
AWMS
642
Advocacy Wealth Management Services
Georgia
$7K
CBT
643
Central Bank & Trust
Kentucky
$7K +$6.15K +49 New
AAF
644
Andra AP-fonden
Sweden
$6.08K -$364K -2,900 -6%
SBL
645
Sargent Bickham Lagudis
Colorado
$6K +$6.02K +48 New
WP
646
WealthPLAN Partners
Nebraska
$5.27K +$5.02K +40 New
Carson Wealth (CWM LLC)
647
Carson Wealth (CWM LLC)
Nebraska
$5K -$12.7K -101 -75%
JCM
648
Jacobi Capital Management
Pennsylvania
$5K +$4.39K +35 New
TRCT
649
Tower Research Capital (TRC)
New York
$4K -$475K -3,788 -99%
EFSCE
650
Enterprise Financial Services Corp (EFSC)
Missouri
$4K

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.