Stanley Black & Decker
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$231M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$193M |
| 3 |
Morgan Stanley
New York
|
+$114M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$88.8M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$75.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$244M |
| 2 |
JP Morgan Chase
New York
|
-$190M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$96.9M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$60.7M |
| 5 |
Axa
Paris,
France
|
-$60.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
826
Private Advisor Group
Morristown,
New Jersey
| – | -$202K | -1,290 | Closed |
|
|
IUHSA
827
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$478K | -1,001 | Closed |
|
|
BONST
828
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| – | -$141K | -932 | Closed |
|
|
AC
829
Alexandria Capital
Arlington,
Virginia
| – | -$125K | -826 | Closed |
|
|
NFG
830
Next Financial Group
Houston,
Texas
| – | -$125K | -787 | Closed |
|
|
PHK
831
Point72 Hong Kong
Hong Kong
| – | -$91K | -606 | Closed |
|
|
EDRH
832
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$17K | -114 | Closed |
|
|
ZB
833
Zions Bancorporation
Salt Lake City,
Utah
| – | -$16K | -107 | Closed |
|
|
WAP
834
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$15K | -100 | Closed |
|
|
DSI
835
Daiwa SB Investments
Tokyo,
Japan
| – | -$14K | -90 | Closed |
|
|
LWM
836
Lenox Wealth Management
Cincinnati,
Ohio
| – | -$12K | -81 | Closed |
|
|
CAL
837
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$10K | -66 | Closed |
|
838
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -13 | Closed |
|
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.