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Stanley Black & Decker

618 hedge funds and large institutions have $16B invested in Stanley Black & Decker in 2015 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 223 increasing their positions, 219 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 46

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

12% more capital invested

Capital invested by funds: $14.3B → $16B (+$1.69B)

3.73% more ownership

Funds ownership: 85.93%89.66% (+3.7%)

3% more funds holding

Funds holding: 599618 (+19)

2% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 219

57% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $125M

Holders
618
Holders Change
+19
Holders Change %
+3.17%
% of All Funds
16.21%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
74
Increased
223
Reduced
219
Closed
46
Calls
$53.5M
Puts
$125M
Net Calls
-$71.8M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$22.1M +$5.44M +51,590 +33%
Credit Agricole
102
Credit Agricole
France
$21.9M +$2.02M +19,179 +10%
MHC
103
Meyer Handelman Company
New York
$21.8M
Prudential Financial
104
Prudential Financial
New Jersey
$21.4M -$142K -1,350 -0.7%
APG Asset Management
105
APG Asset Management
Netherlands
$21.3M -$2.21M -20,963 -9%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$21.2M +$13.9M +131,885 +197%
MPMG
107
Minneapolis Portfolio Management Group
Minnesota
$21M -$1.43M -13,596 -6%
ERSOT
108
Employees Retirement System of Texas
Texas
$19.8M -$105K -1,000 -0.5%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$19.5M -$213K -2,022 -1%
SCM
110
SKBA Capital Management
California
$18.8M -$5.02M -47,600 -21%
Los Angeles Capital Management
111
Los Angeles Capital Management
California
$18.1M -$34.3K -325 -0.2%
BGIM
112
Brandywine Global Investment Management
Pennsylvania
$17.7M +$2.02M +19,178 +13%
WG
113
Winton Group
United Kingdom
$17.7M +$17.5M +165,716 New
RJA
114
Raymond James & Associates
Florida
$16.8M +$3.92M +37,171 +31%
PMAM
115
Picton Mahoney Asset Management
Ontario, Canada
$16.8M +$16.6M +157,400 New
BA
116
Boston Advisors
Massachusetts
$16.4M +$15.9M +150,555 +5,019%
PTC
117
Philadelphia Trust Company
Pennsylvania
$16M -$1.29M -12,240 -8%
NI
118
Numeric Investors
Massachusetts
$15.9M -$39.8M -377,500 -72%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$15.8M +$199K +1,891 +1%
Renaissance Technologies
120
Renaissance Technologies
New York
$15.7M +$15.5M +147,462 New
Macquarie Group
121
Macquarie Group
Australia
$15.5M +$5.88M +55,750 +63%
ACP
122
Ashfield Capital Partners
California
$14.8M +$13.4M +127,129 +1,104%
CS
123
Candriam SCA
Luxembourg
$14.6M +$1.37M +12,961 +10%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.3M -$128K -1,218 -0.9%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$14.2M +$271K +2,571 +2%

SWK Hedge Fund Activity: Q4 2015 in Review

618 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2015, worth a combined $16B — up 12% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SWK positions and 46 closed out — a net gain of 28 holders — while 223 added to existing stakes and 219 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $545M. The largest seller was Bank of Nova Scotia, cutting an estimated $115M.

  • 618 institutional investors held Stanley Black & Decker (SWK) as of Q4 2015, up from 599 in Q3 2015.
  • Funds reported $16B of Stanley Black & Decker stock for Q4 2015, up 12% quarter-over-quarter.
  • 74 funds opened new Stanley Black & Decker positions in Q4 2015 and 46 closed out, a net change of +28 holders.
  • The largest Stanley Black & Decker buyer in Q4 2015 was JP Morgan Chase, an estimated $545M added.
  • The largest Stanley Black & Decker seller in Q4 2015 was Bank of Nova Scotia, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2015.