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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
WT
676
Whittier Trust
California
$16K
GTAM
677
Global Trust Asset Management
Florida
$16K +$285 +2 +2%
SQA
678
Simon Quick Advisors
New Jersey
$15K -$28.5K -200 -67%
CHP
679
Cable Hill Partners
Oregon
$15K -$5.69K -40 -28%
AWM
680
AllSquare Wealth Management
New York
$15K
RWA
681
River Wealth Advisors
Pennsylvania
$15K
CFGS
682
Concourse Financial Group Securities
Alabama
$15K +$14.2K +100 New
KF
683
Krilogy Financial
Missouri
$15K +$14.2K +100 New
KJWM
684
Kiley Juergens Wealth Management
Washington
$14K -$27.3K -192 -66%
GAM
685
Guinness Asset Management
United Kingdom
$13K
SBL
686
Sargent Bickham Lagudis
Colorado
$13K +$5.41K +38 +78%
EARNEST Partners
687
EARNEST Partners
Georgia
$12K
TC
688
Trust Company
Kansas
$11K -$28.5K -200 -73%
CPIG
689
Chicago Partners Investment Group
Illinois
$11K
CIA
690
CSat Investment Advisory
Michigan
$10K +$2.28K +16 +30%
ADL
691
Asset Dedication LLC
California
$9K
SWMG
692
Signature Wealth Management Group
Georgia
$9K
TL
693
TrueWealth LLC
Georgia
$9K
EFSCE
694
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$5.98K +42 +200%
AA
695
Ancora Advisors
Ohio
$9K +$8.39K +59 New
IFAM
696
Institutional & Family Asset Management
Colorado
$8K
WEC
697
Winslow Evans & Crocker
Massachusetts
$8K
AC
698
Avestar Capital
New York
$8K +$569 +4 +7%
LF
699
Lee Financial
Texas
$7K -$7.54K -53 -51%
GRP
700
Global Retirement Partners
California
$7K -$1.28K -9 -16%

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.