Stanley Black & Decker
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.
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%)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$260M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$189M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$70.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$59.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$58.3M |
Top Sellers
| 1 |
Pzena Investment Management
New York
|
-$161M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$119M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$93M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.2M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$55.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFIM
826
Beese Fulmer Investment Management
Canton,
Ohio
| – | -$6K | -45 | Closed |
|
|
AIM
827
Anchor Investment Management
Columbia,
South Carolina
| – | -$5.44K | -39 | Closed |
|
|
BL
828
Balentine LLC
Atlanta,
Georgia
| – | -$5K | -39 | Closed |
|
|
GEA
829
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$1.53K | -11 | Closed |
|
|
TC
830
Truvestments Capital
Sarasota,
Florida
| – | -$1K | -10 | Closed |
|
|
ST
831
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$1K | -7 | Closed |
|
|
AWM
832
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$1K | -5 | Closed |
|
|
BFC
833
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$1K | -5 | Closed |
|
|
RA
834
Rational Advisors
Huntington,
New York
| – | -$623 | -4 | -57% |
|
835
Fidelity International
Hamilton,
Bermuda
| – | +$467 | +3 | New |
|
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.