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Stanley Black & Decker
SWK

795 hedge funds and large institutions have $22B invested in Stanley Black & Decker in 2017 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 233 increasing their positions, 291 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

13% more funds holding

Funds holding: 703 → 795 (+92)

12% more capital invested

Capital invested by funds: $19.7B → $22B (+$2.33B)

0.58% less ownership

Funds ownership: 85.2% → 84.62% (-0.58%)

20% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 291

36% less call options, than puts

Call options by funds: $145M | Put options by funds: $227M

Holders
795
Holders Change
+92
Holders Change %
+13.09%
% of All Funds
18.03%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
140
Increased
233
Reduced
291
Closed
42
Calls
$145M
Puts
$227M
Net Calls
-$81.2M
Net Calls Change
-$39.9M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$231M
2
AAMU
Amundi Asset Management US
Massachusetts
+$193M
3
Morgan Stanley
Morgan Stanley
New York
+$114M
4
WRF
Waddell & Reed Financial
Kansas
+$88.8M
5
Artisan Partners
Artisan Partners
Wisconsin
+$75.7M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$244M
2
JP Morgan Chase
JP Morgan Chase
New York
-$190M
3
Franklin Resources
Franklin Resources
California
-$96.9M
4
Boston Partners
Boston Partners
Massachusetts
-$60.7M
5
Axa
Axa
France
-$60.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BL
776
Balentine LLC
Georgia
$4K – – –
HFP
777
Holistic Financial Partners
Indiana
$4K +$3.76K +23 New
MSA
778
Marino Stram & Associates
Massachusetts
$4K +$4.09K +25 New
HIM
779
Hillsdale Investment Management
Ontario, Canada
$3K -$818 -5 -25%
FPS
780
Fieldpoint Private Securities
Connecticut
$3K – – –
SFSIG
781
San Francisco Sentry Investment Group
California
$3K – – –
THWM
782
Taylor Hoffman Wealth Management
Virginia
$3K +$3.27K +20 New
CP
783
Corbenic Partners
Pennsylvania
$2K – – –
EFSCE
784
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
MA
785
MCF Advisors
Kentucky
$2K – – –
QCG
786
Quadrant Capital Group
Ohio
$2K – – –
Financial Engines Advisors
787
Financial Engines Advisors
California
$2K +$1.47K +9 New
RFM
788
Royal Fund Management
Florida
$2K +$2.46K +15 New
Walleye Trading
789
Walleye Trading
New York
$1.94K +$1.73M +10,585 +1,288%
PCG
790
Private Capital Group
Connecticut
$1.07K +$1.03M +6,285 New
BFEC
791
Benjamin F. Edwards & Company
Missouri
$1K – – –
GWS
792
Glassman Wealth Services
Virginia
$1K – – –
RIA
793
RPG Investment Advisory
California
$1K – – –
MGIA
794
Moneta Group Investment Advisors
Missouri
$1K +$491 +3 New
PS
795
Portfolio Solutions
Michigan
$1K +$655 +4 New
VCM
796
Virtue Capital Management
Tennessee
$1K +$1.15K +7 New
Credit Agricole
797
Credit Agricole
France
– -$54.2M -358,704 Closed
Point72 Asset Management
798
Point72 Asset Management
Connecticut
– -$41.6M -275,771 Closed
NFA
799
Nationwide Fund Advisors
Ohio
– -$39.1M -258,803 Closed
DKCM
800
Davidson Kempner Capital Management
New York
– -$34M -225,000 Closed
30 31
32
33 34

SWK Hedge Fund Activity: Q4 2017 in Review

795 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2017, worth a combined $22B — up 12% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SWK positions and 42 closed out — a net gain of 98 holders — while 233 added to existing stakes and 291 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $231M. The largest seller was Citadel Advisors, cutting an estimated $244M.

  • 795 institutional investors held Stanley Black & Decker (SWK) as of Q4 2017, up from 703 in Q3 2017.
  • Funds reported $22B of Stanley Black & Decker stock for Q4 2017, up 12% quarter-over-quarter.
  • 140 funds opened new Stanley Black & Decker positions in Q4 2017 and 42 closed out, a net change of +98 holders.
  • The largest Stanley Black & Decker buyer in Q4 2017 was T. Rowe Price Associates, an estimated $231M added.
  • The largest Stanley Black & Decker seller in Q4 2017 was Citadel Advisors, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2017.