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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
GP
801
Girard Partners
Pennsylvania
– -$70K -479 Closed
EA
802
Elm Advisors
California
– -$50K -344 Closed
NIT
803
NumerixS Investment Technologies
British Columbia, Canada
– -$44K -300 Closed
WTB
804
Washington Trust Bank
Washington
– -$35K -241 Closed
SIC
805
Salem Investment Counselors
North Carolina
– -$29K -200 Closed
VEA
806
Virtus ETF Advisers
New York
– -$17K -116 Closed
SIM
807
Sonora Investment Management
Arizona
– -$17K -115 Closed
CPIG
808
Chicago Partners Investment Group
Illinois
– -$11K -101 Closed
KJWM
809
Kiley Juergens Wealth Management
Washington
– -$14K -100 Closed
KF
810
Krilogy Financial
Missouri
– -$15K -100 Closed
SWMG
811
Signature Wealth Management Group
Georgia
– -$9K -82 Closed
TC
812
Trust Company
Kansas
– -$11K -73 Closed
AA
813
Ancora Advisors
Ohio
– -$9K -59 Closed
CAG
814
Csenge Advisory Group
Florida
– -$7K -59 Closed
ECM
815
Exchange Capital Management
Michigan
– -$7K -50 Closed
RWA
816
Ropes Wealth Advisors
Massachusetts
– -$7K -50 Closed
ACM
817
Advent Capital Management
New York
– -$5K -37 Closed
MWPCG
818
Measured Wealth Private Client Group
New Hampshire
– -$5K -37 Closed
CMBA
819
C.M. Bidwell & Associates
Hawaii
– -$5K -33 Closed
IP
820
Isthmus Partners
Wisconsin
– -$3K -20 Closed
TC
821
Trilogy Capital
California
– -$1K -9 Closed
Fidelity International
822
Fidelity International
Bermuda
– -$1K -6 Closed
TAIM
823
TD Ameritrade Investment Management
Nebraska
– -$1K -6 Closed
WTC
824
WhitTier Trust Company
Nevada
– +$499 +4 New
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.