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Stanley Black & Decker
SWK

Overview Fund Activity

711 hedge funds and large institutions have $13.6B invested in Stanley Black & Decker in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 241 increasing their positions, 290 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-87
Holders Change %
-10.9%
% of All Funds
15.71%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.09%
New
68
Increased
241
Reduced
290
Closed
147
Calls
$350M
Puts
$171M
Net Calls
+$179M
Net Calls Change
-$33.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$164M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$151M
3
Ameriprise
Ameriprise
Minnesota
+$98.7M
4
Marshall Wace
Marshall Wace
United Kingdom
+$71.1M
5
CVA
Ceredex Value Advisors
Florida
+$64.6M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$175M
2
FMI
Fiduciary Management Inc
Wisconsin
-$143M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$85.2M
4
Millennium Management
Millennium Management
New York
-$64.2M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
676
Shine Investment Advisory Services
Colorado
$6K – – –
TL
677
TrueWealth LLC
Georgia
$6K – – –
DWM
678
Darwin Wealth Management
Florida
$6K +$6K +60 New
MCM
679
McMillion Capital Management
North Carolina
$6K +$6K +61 New
SL
680
Savior LLC
Massachusetts
$5K -$1.6K -17 -24%
IFAM
681
Institutional & Family Asset Management
Colorado
$5K -$1.13K -12 -18%
SBL
682
Sargent Bickham Lagudis
Colorado
$5K – – –
IA
683
IndexIQ Advisors
New York
$5K +$189 +2 +4%
PWMG
684
Prestige Wealth Management Group
New Jersey
$5K +$5K +45 New
QAM
685
QCI Asset Management
New York
$5K +$5K +50 New
BWA
686
Burt Wealth Advisors
Maryland
$5K +$5K +52 New
HWM
687
HighMark Wealth Management
Minnesota
$4K -$286 -3 -7%
LWM
688
Liberty Wealth Management
California
$4K – – –
CI
689
CX Institutional
Indiana
$4K +$98 +1 +3%
CAC
690
Certified Advisory Corp
Florida
$4K +$105 +1 +3%
BL
691
Balentine LLC
Georgia
$4K +$585 +6 +17%
KFS
692
Kelly Financial Services
Massachusetts
$3.67K +$99 +1 +3%
SWM
693
Sugarloaf Wealth Management
Georgia
$3K – – –
PK
694
Pflug Koory
Nebraska
$3K +$3K +30 New
FDCDDQ
695
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.5K – – –
SIM
696
Sonora Investment Management
Arizona
$2K – – –
SMFS
697
Squar Milner Financial Services
California
$2K – – –
WAP
698
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
PCIA
699
Prime Capital Investment Advisors
Kansas
$2K +$1.44K +13 +260%
PHK
700
Point72 Hong Kong
Hong Kong
$2K +$2K +16 New
26 27
28
29 30