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Stanley Black & Decker

732 hedge funds and large institutions have $18.7B invested in Stanley Black & Decker in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 289 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $328M | Put options by funds: $149M

25% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 231

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

0% more funds holding

Funds holding: 730732 (+2)

1% less capital invested

Capital invested by funds: $18.9B → $18.7B (-$133M)

0.79% less ownership

Funds ownership: 86.23%85.45% (-0.79%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
732
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
16.05%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
54
Increased
289
Reduced
231
Closed
51
Calls
$328M
Puts
$149M
Net Calls
+$179M
Net Calls Change
-$71.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
701
Shine Investment Advisory Services
Colorado
$9K
TL
702
TrueWealth LLC
Georgia
$9K
IFAM
703
Institutional & Family Asset Management
Colorado
$9K +$1.7K +12 +23%
TAIM
704
TD Ameritrade Investment Management
Nebraska
$9K +$8.34K +59 New
GWAG
705
Garrett Wealth Advisory Group
Texas
$7.37K +$7.21K +51 New
SBL
706
Sargent Bickham Lagudis
Colorado
$7K
TFO
707
Tarbox Family Office
California
$6K
CI
708
CX Institutional
Indiana
$6K +$565 +4 +11%
1NWS
709
1 North Wealth Services
Maryland
$6K +$5.65K +40 New
CIAS
710
Capital Investment Advisory Services
North Carolina
$5K
CAC
711
Certified Advisory Corp
Florida
$5K
EWA
712
Evolution Wealth Advisors
Florida
$5K
BL
713
Balentine LLC
Georgia
$5K +$565 +4 +14%
LWM
714
Liberty Wealth Management
California
$5K +$5.09K +36 New
HGWM
715
Harvest Group Wealth Management
Massachusetts
$4K
CMBA
716
C.M. Bidwell & Associates
Hawaii
$4K +$3.81K +27 New
FDCDDQ
717
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.61K -$6.78K -48 -66%
NIM
718
NuWave Investment Management
New Jersey
$2K -$106K -752 -98%
APC
719
Aspire Private Capital
North Carolina
$2K
MA
720
MCF Advisors
Kentucky
$2K
SFA
721
Semmax Financial Advisors
North Carolina
$2K
WAP
722
Wealthcare Advisory Partners
Pennsylvania
$2K
GT
723
Glenmede Trust
Pennsylvania
$1.7K +$102K +720 +7%
FCH
724
Freestone Capital Holdings
Washington
$1.21K -$134K -952 -10%
EI
725
Ellevest Inc
New York
$1K -$706 -5 -56%

SWK Hedge Fund Activity: Q3 2019 in Review

732 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2019, worth a combined $18.7B — down 0.71% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SWK positions and 51 closed out — a net gain of 3 holders — while 289 added to existing stakes and 231 trimmed.

The largest buyer was Coho Partners, opening a new position worth an estimated $90.6M. The largest seller was JP Morgan Chase, cutting an estimated $170M.

  • 732 institutional investors held Stanley Black & Decker (SWK) as of Q3 2019, up from 730 in Q2 2019.
  • Funds reported $18.7B of Stanley Black & Decker stock for Q3 2019, down 0.71% quarter-over-quarter.
  • 54 funds opened new Stanley Black & Decker positions in Q3 2019 and 51 closed out, a net change of +3 holders.
  • The largest Stanley Black & Decker buyer in Q3 2019 was Coho Partners, an estimated $90.6M added.
  • The largest Stanley Black & Decker seller in Q3 2019 was JP Morgan Chase, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2019.