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Stanley Black & Decker
SWK

715 hedge funds and large institutions have $15.5B invested in Stanley Black & Decker in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 219 increasing their positions, 274 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $332M | Put options by funds: $147M

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

2.2% more ownership

Funds ownership: 86.31% → 88.51% (+2.2%)

1% less funds holding

Funds holding: 721 → 715 (-6)

1% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 108

19% less capital invested

Capital invested by funds: $19.2B → $15.5B (-$3.74B)

20% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 274

Holders
715
Holders Change
-6
Holders Change %
-0.83%
% of All Funds
15.93%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
107
Increased
219
Reduced
274
Closed
108
Calls
$332M
Puts
$147M
Net Calls
+$185M
Net Calls Change
-$65.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$248M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$221M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$180M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$120M
5
Pzena Investment Management
Pzena Investment Management
New York
+$106M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$393M
2
JP Morgan Chase
JP Morgan Chase
New York
-$259M
3
Ameriprise
Ameriprise
Minnesota
-$91.2M
4
WRF
Waddell & Reed Financial
Kansas
-$71.6M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$52.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Tudor Investment Corp
751
Tudor Investment Corp
Connecticut
– -$526K -3,589 Closed
VF
752
Virtu Financial
New York
– -$521K -3,560 Closed
BC
753
Brinker Capital
Pennsylvania
– -$511K -3,489 Closed
P
754
Pitcairn
Pennsylvania
– -$477K -3,255 Closed
BFG
755
Beacon Financial Group
Texas
– -$419K -2,859 Closed
PCM
756
Penserra Capital Management
California
– -$417K -2,852 Closed
FNT
757
First National Trust
Pennsylvania
– -$390K -2,659 Closed
SRAM
758
Stone Ridge Asset Management
New York
– -$386K -2,638 Closed
Wellington Management Group
759
Wellington Management Group
Massachusetts
– -$382K -2,606 Closed
WG
760
Winton Group
United Kingdom
– -$375K -2,563 Closed
SLAM
761
Swiss Life Asset Management
– -$347K -2,367 Closed
BHWM
762
Bar Harbor Wealth Management
New Hampshire
– -$346K -2,365 Closed
LP
763
LMR Partners
United Kingdom
– -$301K -2,053 Closed
BCM
764
Bayesian Capital Management
New York
– -$293K -2,000 Closed
NA
765
NewEdge Advisors
Louisiana
– -$280K -1,915 Closed
AWM
766
AE Wealth Management
Kansas
– -$269K -1,834 Closed
EP
767
Edgestream Partners
New Jersey
– -$264K -1,803 Closed
XS
768
XR Securities
Illinois
– -$219K -1,751 Closed
UB
769
UMB Bank
Missouri
– -$246K -1,684 Closed
RA
770
RFG Advisory
Alabama
– -$242K -1,652 Closed
SA
771
Strategic Advisors
New York
– -$239K -1,634 Closed
TBNY
772
Trustco Bank (New York)
New York
– -$239K -1,632 Closed
ERIM
773
Eagle Ridge Investment Management
Connecticut
– -$234K -1,600 Closed
IIM
774
Intact Investment Management
Quebec, Canada
– -$234K -1,600 Closed
WS
775
Wedbush Securities
California
– -$228K -1,556 Closed
29 30
31
32 33

SWK Hedge Fund Activity: Q4 2018 in Review

715 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2018, worth a combined $15.5B — down 19% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 108 funds closed out of SWK and 107 opened new positions — a net loss of 1 holder — while 274 trimmed existing stakes and 219 added.

The largest buyer was Citadel Advisors, adding an estimated $248M. The largest seller was T. Rowe Price Associates, cutting an estimated $393M.

  • 715 institutional investors held Stanley Black & Decker (SWK) as of Q4 2018, down from 721 in Q3 2018.
  • Funds reported $15.5B of Stanley Black & Decker stock for Q4 2018, down 19% quarter-over-quarter.
  • 107 funds opened new Stanley Black & Decker positions in Q4 2018 and 108 closed out, a net change of -1 holder.
  • The largest Stanley Black & Decker buyer in Q4 2018 was Citadel Advisors, an estimated $248M added.
  • The largest Stanley Black & Decker seller in Q4 2018 was T. Rowe Price Associates, an estimated $393M sold.

Based on aggregated 13F filings for Q4 2018.