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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
DWM
701
Destination Wealth Management
California
$7K
RWA
702
Ropes Wealth Advisors
Massachusetts
$7K
ECM
703
Exchange Capital Management
Michigan
$7K +$7.11K +50 New
CAG
704
Csenge Advisory Group
Florida
$7K +$8.39K +59 New
Rockefeller Capital Management
705
Rockefeller Capital Management
New York
$6K
PCP
706
Proficio Capital Partners
Massachusetts
$6K +$996 +7 +19%
CAC
707
Certified Advisory Corp
Florida
$5K
CMBA
708
C.M. Bidwell & Associates
Hawaii
$5K
SMFS
709
Squar Milner Financial Services
California
$5K
ACM
710
Advent Capital Management
New York
$5K +$5.26K +37 New
MWPCG
711
Measured Wealth Private Client Group
New Hampshire
$5K +$5.26K +37 New
TFO
712
Tarbox Family Office
California
$4K -$1.85K -13 -30%
IP
713
Isthmus Partners
Wisconsin
$3K
QCG
714
Quadrant Capital Group
Ohio
$3K +$1.14K +8 +35%
MA
715
MCF Advisors
Kentucky
$2K
WAP
716
Wealthcare Advisory Partners
Pennsylvania
$2K
TAIM
717
TD Ameritrade Investment Management
Nebraska
$1K -$1.14K -8 -57%
TC
718
Trilogy Capital
California
$1K
Fidelity International
719
Fidelity International
Bermuda
$1K +$854 +6 New
ED
720
Exane Derivatives
France
$440
Two Sigma Investments
721
Two Sigma Investments
New York
-$99M -695,626 Closed
DKCM
722
Davidson Kempner Capital Management
New York
-$89.6M -675,000 Closed
Renaissance Technologies
723
Renaissance Technologies
New York
-$48.2M -362,769 Closed
Two Sigma Advisers
724
Two Sigma Advisers
New York
-$39.6M -297,977 Closed
Voloridge Investment Management
725
Voloridge Investment Management
Florida
-$21.9M -165,098 Closed

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.