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Stanley Black & Decker

791 hedge funds and large institutions have $19.7B invested in Stanley Black & Decker in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 298 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $162M | Put options by funds: $124M

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

1% less funds holding

Funds holding: 795791 (-4)

1% less ownership

Funds ownership: 84.62%83.62% (-1%)

10% less capital invested

Capital invested by funds: $22B → $19.7B (-$2.27B)

12% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 298

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
791
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.13%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
85
Increased
261
Reduced
298
Closed
77
Calls
$162M
Puts
$124M
Net Calls
+$38.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
726
Vantage Investment Advisors
Pennsylvania
$25K -$114K -705 -81%
GAM
727
Gemmer Asset Management
California
$24K
MOS
728
MGO One Seven
Ohio
$24K
BDWM
729
Brewin Dolphin Wealth Management
Ireland
$23K
KA
730
Kaizen Advisory
Illinois
$22K
CHP
731
Cable Hill Partners
Oregon
$21K
FC
732
Ferris Capital
Massachusetts
$21K +$21.7K +134 New
AWMS
733
Advocacy Wealth Management Services
Georgia
$20K
GT
734
Greenleaf Trust
Michigan
$19K -$16.2K -100 -44%
PCP
735
Proficio Capital Partners
Massachusetts
$19K -$649 -4 -3%
WPA
736
West Paces Advisors
Georgia
$18.7K
GTAM
737
Global Trust Asset Management
Florida
$17K -$195K -1,200 -92%
WT
738
Whittier Trust
California
$17K -$487 -3 -3%
LF
739
Lee Financial
Texas
$16K +$8.6K +53 +104%
CPIG
740
Chicago Partners Investment Group
Illinois
$15K
GAM
741
Guinness Asset Management
United Kingdom
$15K
PGWM
742
Parisi Gray Wealth Management
New Jersey
$15K
AWA
743
Acorn Wealth Advisors
Michigan
$14K
SWMG
744
Signature Wealth Management Group
Georgia
$13K
BWM
745
Baystate Wealth Management
Massachusetts
$12K
EARNEST Partners
746
EARNEST Partners
Georgia
$12K
FPFS
747
First Personal Financial Services
North Carolina
$12K
CCA
748
Clearwater Capital Advisors
Illinois
$11K +$11.7K +72 New
DWM
749
Destination Wealth Management
California
$11K +$11.7K +72 New
IFAM
750
Institutional & Family Asset Management
Colorado
$10K +$11K +68 New

SWK Hedge Fund Activity: Q1 2018 in Review

791 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2018, worth a combined $19.7B — down 10% from $22B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SWK positions and 77 closed out — a net gain of 8 holders — while 261 added to existing stakes and 298 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $98.7M. The largest seller was JP Morgan Chase, cutting an estimated $263M.

  • 791 institutional investors held Stanley Black & Decker (SWK) as of Q1 2018, down from 795 in Q4 2017.
  • Funds reported $19.7B of Stanley Black & Decker stock for Q1 2018, down 10% quarter-over-quarter.
  • 85 funds opened new Stanley Black & Decker positions in Q1 2018 and 77 closed out, a net change of +8 holders.
  • The largest Stanley Black & Decker buyer in Q1 2018 was T. Rowe Price Associates, an estimated $98.7M added.
  • The largest Stanley Black & Decker seller in Q1 2018 was JP Morgan Chase, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2018.