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Stanley Black & Decker

668 hedge funds and large institutions have $17.2B invested in Stanley Black & Decker in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 216 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.03B)

1% more funds holding

Funds holding: 661668 (+7)

2.94% less ownership

Funds ownership: 87.98%85.04% (-2.9%)

14% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 250

34% less call options, than puts

Call options by funds: $42.2M | Put options by funds: $63.6M

Holders
668
Holders Change
+7
Holders Change %
+1.06%
% of All Funds
16.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
80
Increased
216
Reduced
250
Closed
66
Calls
$42.2M
Puts
$63.6M
Net Calls
-$21.4M
Net Calls Change
+$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
701
Segall Bryant & Hamill
Illinois
-$731K -6,375 Closed
AIM
702
Assured Investment Management
New York
-$653K -5,697 Closed
Capstone Investment Advisors
703
Capstone Investment Advisors
New York
-$575K -5,019 Closed
CG
704
Cutler Group
California
-$629K -5,015 Closed
LP
705
LMR Partners
United Kingdom
-$527K -4,597 Closed
Simplex Trading
706
Simplex Trading
Illinois
-$510K -4,066 Closed
PM
707
Parametrica Management
Hong Kong
-$449K -3,917 Closed
AA
708
ALPS Advisors
Colorado
-$389K -3,391 Closed
SSG
709
Summit Securities Group
New York
-$344K -3,000 Closed
TH
710
Timber Hill
Connecticut
-$361K -2,880 Closed
QAM
711
Quantres Asset Management
Cayman Islands
-$321K -2,800 Closed
MC
712
Menta Capital
California
-$319K -2,780 Closed
KLWA
713
Kelly Lawrence W & Associates
California
-$309K -2,691 Closed
DCM
714
Driehaus Capital Management
Illinois
-$290K -2,525 Closed
VFA
715
Voya Financial Advisors
Connecticut
-$275K -2,382 Closed
CEP
716
Chicago Equity Partners
Illinois
-$233K -2,030 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
717
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$229K -2,000 Closed
TC
718
TFS Capital
Pennsylvania
-$225K -1,961 Closed
SFM
719
Systematic Financial Management
New Jersey
-$221K -1,925 Closed
NIT
720
NumerixS Investment Technologies
British Columbia, Canada
-$103K -900 Closed
CIA
721
Cascade Investment Advisors
Oregon
-$43.6K -380 Closed
DIA
722
Davidson Investment Advisors
Montana
-$34K -300 Closed
BAM
723
Bruderman Asset Management
New York
-$15K -127 Closed
FNBT
724
FineMark National Bank & Trust
Florida
-$12K -105 Closed
PFS
725
Physicians Financial Services
North Carolina
-$12K -100 Closed

SWK Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2017, worth a combined $17.2B — up 13% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SWK positions and 66 closed out — a net gain of 14 holders — while 216 added to existing stakes and 250 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 668 institutional investors held Stanley Black & Decker (SWK) as of Q1 2017, up from 661 in Q4 2016.
  • Funds reported $17.2B of Stanley Black & Decker stock for Q1 2017, up 13% quarter-over-quarter.
  • 80 funds opened new Stanley Black & Decker positions in Q1 2017 and 66 closed out, a net change of +14 holders.
  • The largest Stanley Black & Decker buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Stanley Black & Decker seller in Q1 2017 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2017.