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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
ADL
751
Asset Dedication LLC
California
$9K
GRP
752
Global Retirement Partners
California
$9K
PWM
753
Perigon Wealth Management
California
$9K
TL
754
TrueWealth LLC
Georgia
$9K
YWP
755
YorkBridge Wealth Partners
New York
$9K
AC
756
Avestar Capital
New York
$8K
RWA
757
Ropes Wealth Advisors
Massachusetts
$8K +$8.11K +50 New
WDL
758
Well Done LLC
Michigan
$8K +$8.93K +55 New
WEC
759
Winslow Evans & Crocker
Massachusetts
$7.66K -$4.22K -26 -34%
SBL
760
Sargent Bickham Lagudis
Colorado
$7K
TFO
761
Tarbox Family Office
California
$7K
Nomura Holdings
762
Nomura Holdings
Japan
$6.16K -$214K -1,316 -3%
OFW
763
Omnia Family Wealth
Florida
$6K +$6.33K +39 New
TFA
764
Toth Financial Advisory
Virginia
$5K -$7.3K -45 -59%
AF
765
Arrow Financial
New York
$5K
CMBA
766
C.M. Bidwell & Associates
Hawaii
$5K
CAC
767
Certified Advisory Corp
Florida
$5K +$162 +1 +3%
RWP
768
RWA Wealth Partners
Massachusetts
$5K +$5.03K +31 New
GFP
769
Gryphon Financial Partners
Ohio
$4K -$487 -3 -11%
HFP
770
Holistic Financial Partners
Indiana
$4K
MSA
771
Marino Stram & Associates
Massachusetts
$4K
MFBTD
772
MB Financial Bank - Trust Department
Illinois
$4K
EFSCE
773
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$2.27K +14 +117%
FDCDDQ
774
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.83K
IP
775
Isthmus Partners
Wisconsin
$3K -$6.33K -39 -66%

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.