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Stanley Black & Decker

628 hedge funds and large institutions have $14.3B invested in Stanley Black & Decker in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 216 increasing their positions, 235 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

30% more call options, than puts

Call options by funds: $124M | Put options by funds: $95.9M

6% more capital invested

Capital invested by funds: $13.4B → $14.3B (+$824M)

2% more funds holding

Funds holding: 613628 (+15)

8% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 235

3.29% less ownership

Funds ownership: 88.68%85.39% (-3.3%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
628
Holders Change
+15
Holders Change %
+2.45%
% of All Funds
16.76%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
64
Increased
216
Reduced
235
Closed
41
Calls
$124M
Puts
$95.9M
Net Calls
+$28.3M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
176
Welch & Forbes
Massachusetts
$5.47M +$116K +1,041 +2%
KIA
177
KCM Investment Advisors
California
$5.46M -$209K -1,881 -4%
BTS
178
BB&T Securities
Virginia
$5.42M -$224K -2,012 -4%
TPSF
179
Texas Permanent School Fund
Texas
$5.42M -$411K -3,699 -7%
AAF
180
Andra AP-fonden
Sweden
$5.34M +$1M +9,000 +23%
LS
181
Livforsakringsbolaget Skandia
Sweden
$5.14M
SB
182
Suntrust Banks
Georgia
$4.99M -$11.9K -107 -0.2%
GIBU
183
Gulf International Bank (UK)
United Kingdom
$4.92M
Two Sigma Advisers
184
Two Sigma Advisers
New York
$4.87M +$2.26M +20,300 +86%
WG
185
Winton Group
United Kingdom
$4.79M -$25.1M -226,092 -84%
Squarepoint
186
Squarepoint
New York
$4.72M +$4.45M +40,068 +1,709%
Comerica Bank
187
Comerica Bank
Texas
$4.64M -$2.55M -22,963 -38%
RIL
188
Rothschild Investment LLC
Illinois
$4.56M
FTIOP
189
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.53M +$81.9K +737 +2%
SAM
190
Scopus Asset Management
New York
$4.45M -$20.6M -185,000 -82%
BG
191
Bollard Group
Massachusetts
$4.44M +$21.1K +190 +0.5%
EIM
192
ExxonMobil Investment Management
Texas
$4.32M +$197K +1,768 +5%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$4.3M +$2.25M +20,278 +110%
FLPIM
194
F.L. Putnam Investment Management
Massachusetts
$4.2M +$4.2M +37,783 New
CMBA
195
C.M. Bidwell & Associates
Hawaii
$4.13M +$4.13M +37,155 New
GIM
196
Goelzer Investment Management
Indiana
$4.11M +$2.56K +23 +0.1%
ASRS
197
Arizona State Retirement System
Arizona
$4.09M -$500K -4,500 -11%
DILH
198
Dai-ichi Life Holdings
Japan
$4.07M
HIMCH
199
Hartford Investment Management Co (HIMCO)
Connecticut
$4.03M -$119K -1,073 -3%
FAF
200
Fjarde Ap-fonden
Sweden
$3.96M +$89.7K +807 +2%

SWK Hedge Fund Activity: Q2 2016 in Review

628 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2016, worth a combined $14.3B — up 6.1% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SWK positions and 41 closed out — a net gain of 23 holders — while 216 added to existing stakes and 235 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $122M. The largest seller was Royal London Asset Management, cutting an estimated $433M.

  • 628 institutional investors held Stanley Black & Decker (SWK) as of Q2 2016, up from 613 in Q1 2016.
  • Funds reported $14.3B of Stanley Black & Decker stock for Q2 2016, up 6.1% quarter-over-quarter.
  • 64 funds opened new Stanley Black & Decker positions in Q2 2016 and 41 closed out, a net change of +23 holders.
  • The largest Stanley Black & Decker buyer in Q2 2016 was JP Morgan Chase, an estimated $122M added.
  • The largest Stanley Black & Decker seller in Q2 2016 was Royal London Asset Management, an estimated $433M sold.

Based on aggregated 13F filings for Q2 2016.