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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
TA
651
Townsend & Associates
Colorado
$176K +$811 +5 +0.4%
RFA
652
Reilly Financial Advisors
California
$175K
OIA
653
OneDigital Investment Advisors
Kansas
$167K
BBHC
654
Brown Brothers Harriman & Co
New York
$153K -$50.1K -309 -24%
S
655
SignatureFD
Georgia
$153K +$162K +998 New
TSW
656
Thompson Siegel & Walmsley
Virginia
$146K -$64.9K -400 -30%
VFA
657
Valeo Financial Advisors
Indiana
$143K +$68.2K +420 +82%
C
658
Cerebellum
California
$141K +$77.9K +480 +109%
BAM
659
Barrett Asset Management
New York
$138K
RP
660
Rowlandmiller & Partners
Georgia
$131K
CAM
661
CenterStar Asset Management
Illinois
$130K
IA
662
IFP Advisors
Florida
$130K
SSB
663
Sandy Spring Bank
Maryland
$128K
AIP
664
Almanack Investment Partners
Pennsylvania
$127K +$134K +826 New
AssetMark Inc
665
AssetMark Inc
California
$126K -$17.9K -110 -12%
FCFS
666
First Command Financial Services
Texas
$123K +$8.44K +52 +7%
FCB
667
First Command Bank
Texas
$123K +$8.44K +52 +7%
PCTC
668
Perkins Coie Trust Company
Washington
$118K
FANJ
669
Financial Architects (New Jersey)
New Jersey
$117K +$325 +2 +0.3%
MYIA
670
Mount Yale Investment Advisors
Colorado
$117K +$124K +765 New
MCM
671
Manchester Capital Management
Vermont
$113K +$5.84K +36 +5%
ARMT
672
Amica Retiree Medical Trust
Rhode Island
$110K -$303K -1,864 -72%
WAM
673
Wealthspire Advisors (Maryland)
Maryland
$109K -$30.5K -188 -21%
TDC
674
Thompson Davis & Co
Virginia
$109K -$21.1K -130 -15%
TF
675
Tompkins Financial
New York
$106K +$99K +610 +744%

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.