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Stanley Black & Decker
SWK

766 hedge funds and large institutions have $23B invested in Stanley Black & Decker in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 264 increasing their positions, 266 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $330M | Put options by funds: $211M

29% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 68

15% more capital invested

Capital invested by funds: $20B → $23B (+$3.03B)

2% more funds holding

Funds holding: 753 → 766 (+13)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 266

0.79% less ownership

Funds ownership: 89.66% → 88.87% (-0.79%)

Holders
766
Holders Change
+13
Holders Change %
+1.73%
% of All Funds
15.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
88
Increased
264
Reduced
266
Closed
68
Calls
$330M
Puts
$211M
Net Calls
+$119M
Net Calls Change
-$11.5M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$260M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$189M
3
WRF
Waddell & Reed Financial
Kansas
+$70.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$59.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$58.3M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$161M
2
Ameriprise
Ameriprise
Minnesota
-$119M
3
Wells Fargo
Wells Fargo
California
-$93M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$66.2M
5
First Trust Advisors
First Trust Advisors
Illinois
-$55.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
651
Cornerstone Advisors (Washington)
Washington
$104K +$2.49K +16 +3%
TIM
652
Tortoise Investment Management
New York
$103K – – –
AF
653
Advisornet Financial
Minnesota
$102K – – –
GWM
654
Geneos Wealth Management
Colorado
$102K – – –
FCB
655
First Command Bank
Texas
$100K – – –
FCFS
656
First Command Financial Services
Texas
$100K – – –
MLFP
657
MPS Loria Financial Planners
Illinois
$99K +$156 +1 +0.2%
PGAM
658
Princeton Global Asset Management
New Jersey
$97K – – –
TPWA
659
TRUE Private Wealth Advisors
Oregon
$97K – – –
TWA
660
TCI Wealth Advisors
Arizona
$91K – – –
RIM
661
Rampart Investment Management
Connecticut
$90K -$484K -3,109 -85%
APWM
662
Atlas Private Wealth Management
New York
$88K – – –
WT
663
Washington Trust
Rhode Island
$88K +$30.2K +194 +57%
PA
664
Parallel Advisors
California
$86K -$18.1K -116 -18%
QCG
665
Quadrant Capital Group
Ohio
$77K +$19.5K +125 +36%
APA
666
American Portfolios Advisors
New York
$74K +$2.02K +13 +3%
MAM
667
Meeder Asset Management
Ohio
$70K +$12.6K +81 +23%
ECM
668
Estabrook Capital Management
New York
$67.5K – – –
VCM
669
Versant Capital Management
Arizona
$67K – – –
CFA
670
Carroll Financial Associates
North Carolina
$67K +$156 +1 +0.2%
FFC
671
First Financial Corp
Indiana
$65K – – –
GI
672
Gradient Investments
Minnesota
$65K – – –
KPCM
673
Kings Point Capital Management
New York
$65K – – –
OSAM
674
O'Shaughnessy Asset Management
Connecticut
$65K +$11.1K +71 +22%
C
675
Cerebellum
California
$63K -$7.63K -49 -11%
25 26
27
28 29

SWK Hedge Fund Activity: Q3 2020 in Review

766 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2020, worth a combined $23B — up 15% from $20B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SWK positions and 68 closed out — a net gain of 20 holders — while 264 added to existing stakes and 266 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $260M. The largest seller was Pzena Investment Management, cutting an estimated $161M.

  • 766 institutional investors held Stanley Black & Decker (SWK) as of Q3 2020, up from 753 in Q2 2020.
  • Funds reported $23B of Stanley Black & Decker stock for Q3 2020, up 15% quarter-over-quarter.
  • 88 funds opened new Stanley Black & Decker positions in Q3 2020 and 68 closed out, a net change of +20 holders.
  • The largest Stanley Black & Decker buyer in Q3 2020 was JP Morgan Chase, an estimated $260M added.
  • The largest Stanley Black & Decker seller in Q3 2020 was Pzena Investment Management, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2020.