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Stanley Black & Decker
SWK

766 hedge funds and large institutions have $23B invested in Stanley Black & Decker in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 264 increasing their positions, 266 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $330M | Put options by funds: $211M

29% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 68

15% more capital invested

Capital invested by funds: $20B → $23B (+$3.03B)

2% more funds holding

Funds holding: 753 → 766 (+13)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

1% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 266

0.79% less ownership

Funds ownership: 89.66% → 88.87% (-0.79%)

Holders
766
Holders Change
+13
Holders Change %
+1.73%
% of All Funds
15.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
88
Increased
264
Reduced
266
Closed
68
Calls
$330M
Puts
$211M
Net Calls
+$119M
Net Calls Change
-$11.5M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$260M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$189M
3
WRF
Waddell & Reed Financial
Kansas
+$70.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$59.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$58.3M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
-$161M
2
Ameriprise
Ameriprise
Minnesota
-$119M
3
Wells Fargo
Wells Fargo
California
-$93M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$66.2M
5
First Trust Advisors
First Trust Advisors
Illinois
-$55.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
751
Janiczek Wealth Management
Colorado
$3K +$311 +2 +13%
PFWA
752
Paces Ferry Wealth Advisors
Georgia
$3K +$2.49K +16 New
PG
753
Proffitt & Goodson
Tennessee
$3K +$2.65K +17 New
PCA
754
Providence Capital Advisors
North Carolina
$3K +$2.8K +18 New
F
755
F3Logic
Minnesota
$2.47K +$21.6K +139 +0.9%
MA
756
MCF Advisors
Kentucky
$2K – – –
SFA
757
Semmax Financial Advisors
North Carolina
$2K – – –
SIM
758
Sonora Investment Management
Arizona
$2K – – –
FMP
759
Financial Management Professionals
Texas
$2K +$1.09K +7 +100%
APC
760
Aspire Private Capital
North Carolina
$2K +$2.02K +13 New
CWC
761
Carolinas Wealth Consulting
North Carolina
$1K – – –
RG
762
Retirement Group
California
$1K – – –
UFF
763
USA Financial Formulas
Michigan
$1K +$156 +1 +14%
SSW
764
Smith Shellnut Wilson
Mississippi
$328 – – –
ED
765
Exane Derivatives
France
$324 – – –
Two Sigma Advisers
766
Two Sigma Advisers
New York
– -$29.8M -213,499 Closed
PGEBT
767
Pactiv General Employee Benefit Trust
Illinois
– -$21M -150,683 Closed
LC
768
Loews Corp
New York
– -$8.78M -63,000 Closed
Twin Tree Management
769
Twin Tree Management
Texas
– -$7.27M -46,704 Closed
MCM
770
Moore Capital Management
New York
– -$5.35M -38,400 Closed
ASC
771
Atalanta Sosnoff Capital
New York
– -$5.16M -37,026 Closed
N
772
Natixis
France
– -$4.94M -35,454 Closed
CF
773
CNA Financial
Illinois
– -$2.79M -20,000 Closed
CCM
774
Cinctive Capital Management
New York
– -$2.25M -16,170 Closed
MC
775
Maverick Capital
Texas
– -$2.23M -16,021 Closed
29 30
31
32 33

SWK Hedge Fund Activity: Q3 2020 in Review

766 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2020, worth a combined $23B — up 15% from $20B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SWK positions and 68 closed out — a net gain of 20 holders — while 264 added to existing stakes and 266 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $260M. The largest seller was Pzena Investment Management, cutting an estimated $161M.

  • 766 institutional investors held Stanley Black & Decker (SWK) as of Q3 2020, up from 753 in Q2 2020.
  • Funds reported $23B of Stanley Black & Decker stock for Q3 2020, up 15% quarter-over-quarter.
  • 88 funds opened new Stanley Black & Decker positions in Q3 2020 and 68 closed out, a net change of +20 holders.
  • The largest Stanley Black & Decker buyer in Q3 2020 was JP Morgan Chase, an estimated $260M added.
  • The largest Stanley Black & Decker seller in Q3 2020 was Pzena Investment Management, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2020.