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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
AOWM
651
Alpha Omega Wealth Management
Virginia
$41K
JFA
652
JNBA Financial Advisors
Minnesota
$41K +$5.26K +37 +15%
DOA
653
D'Orazio & Associates
Virginia
$40K
RCAG
654
Rehmann Capital Advisory Group
Michigan
$39.8K -$12.9K -91 -25%
VAIA
655
Virtus Alternative Investment Advisers
Connecticut
$39K +$37.6K +264 New
MFW
656
Mosaic Family Wealth
Missouri
$38K
HCM
657
Highlander Capital Management
New Jersey
$37K
CFA
658
Carroll Financial Associates
North Carolina
$36K +$142 +1 +0.4%
WTB
659
Washington Trust Bank
Washington
$35K -$39K -274 -53%
PCA
660
Providence Capital Advisors
North Carolina
$35K
BWM
661
Baystate Wealth Management
Massachusetts
$31K -$50.2K -353 -60%
SIC
662
Salem Investment Counselors
North Carolina
$29K -$5.41K -38 -16%
SFSIG
663
San Francisco Sentry Investment Group
California
$29K +$4.84K +34 +21%
TC
664
Truvestments Capital
Florida
$29K +$28.5K +200 New
LFA
665
Legacy Financial Advisors
Kentucky
$27K -$7.83K -55 -22%
MRCM
666
M&R Capital Management
New Jersey
$26K
FDCDDQ
667
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.3K +$4.98K +35 +25%
VIA
668
Vantage Investment Advisors
Pennsylvania
$24K
GAM
669
Gemmer Asset Management
California
$23K
AWMS
670
Advocacy Wealth Management Services
Georgia
$22K
FANJ
671
Financial Architects (New Jersey)
New Jersey
$22K +$11K +77 +105%
FC
672
Ferris Capital
Massachusetts
$18K -$1.42K -10 -7%
WPA
673
West Paces Advisors
Georgia
$17.9K
SIM
674
Sonora Investment Management
Arizona
$17K +$16.4K +115 New
VEA
675
Virtus ETF Advisers
New York
$17K +$16.5K +116 New

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.