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Stanley Black & Decker

703 hedge funds and large institutions have $19.7B invested in Stanley Black & Decker in 2017 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 245 increasing their positions, 258 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 59

8% more capital invested

Capital invested by funds: $18.2B → $19.7B (+$1.44B)

0.49% more ownership

Funds ownership: 84.71%85.2% (+0.49%)

0% more funds holding

Funds holding: 700703 (+3)

5% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 258

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

42% less call options, than puts

Call options by funds: $58.1M | Put options by funds: $99.5M

Holders
703
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
17.53%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
69
Increased
245
Reduced
258
Closed
59
Calls
$58.1M
Puts
$99.5M
Net Calls
-$41.4M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
651
Advocacy Wealth Management Services
Georgia
$27K +$7.48K +52 +39%
VIA
652
Vantage Investment Advisors
Pennsylvania
$25K
GAM
653
Gemmer Asset Management
California
$24K
BDWM
654
Brewin Dolphin Wealth Management
Ireland
$22.6K +$21.6K +150 New
OIA
655
OneDigital Investment Advisors
Kansas
$21K -$145K -1,007 -88%
CHP
656
Cable Hill Partners
Oregon
$21K +$20.4K +142 New
CPIG
657
Chicago Partners Investment Group
Illinois
$19K +$18.3K +127 New
WIM
658
Westside Investment Management
California
$18.8K
WPA
659
West Paces Advisors
Georgia
$18.4K
PCP
660
Proficio Capital Partners
Massachusetts
$18K +$11.4K +79 +214%
EDRH
661
Edmond de Rothschild Holding
Switzerland
$17K -$91.2K -634 -85%
WT
662
Whittier Trust
California
$17K -$4.75K -33 -23%
ZB
663
Zions Bancorporation
Utah
$16K +$11.4K +79 +282%
FMA
664
FNY Managed Accounts
New York
$16K +$16.1K +112 New
GAM
665
Guinness Asset Management
United Kingdom
$15K
CFA
666
Carroll Financial Associates
North Carolina
$15K +$144 +1 +1%
WAP
667
Wealthcare Advisory Partners
Pennsylvania
$15K +$14.4K +100 New
DSI
668
Daiwa SB Investments
Japan
$14K +$12.9K +90 New
BWM
669
Baystate Wealth Management
Massachusetts
$13K
GRP
670
Global Retirement Partners
California
$13K
SQA
671
Simon Quick Advisors
New Jersey
$13K +$11.9K +83 New
FPFS
672
First Personal Financial Services
North Carolina
$12K
LWM
673
Lenox Wealth Management
Ohio
$12K
WEC
674
Winslow Evans & Crocker
Massachusetts
$11.3K -$17.8K -124 -62%
TRCT
675
Tower Research Capital (TRC)
New York
$10K -$28.9K -201 -74%

SWK Hedge Fund Activity: Q3 2017 in Review

703 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2017, worth a combined $19.7B — up 7.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new SWK positions and 59 closed out — a net gain of 10 holders — while 245 added to existing stakes and 258 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $321M. The largest seller was Boston Partners, cutting an estimated $207M.

  • 703 institutional investors held Stanley Black & Decker (SWK) as of Q3 2017, up from 700 in Q2 2017.
  • Funds reported $19.7B of Stanley Black & Decker stock for Q3 2017, up 7.9% quarter-over-quarter.
  • 69 funds opened new Stanley Black & Decker positions in Q3 2017 and 59 closed out, a net change of +10 holders.
  • The largest Stanley Black & Decker buyer in Q3 2017 was T. Rowe Price Associates, an estimated $321M added.
  • The largest Stanley Black & Decker seller in Q3 2017 was Boston Partners, an estimated $207M sold.

Based on aggregated 13F filings for Q3 2017.