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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
RBA
176
Richard Bernstein Advisors
New York
$4.83M – – –
State of Tennessee, Department of Treasury
177
State of Tennessee, Department of Treasury
Tennessee
$4.69M +$623K +4,991 +15%
DILIC
178
Dai-ichi Life Insurance Company
Japan
$4.65M -$2.22M -17,753 -31%
N
179
Nuveen
North Carolina
$4.61M +$1.23M +9,887 +35%
GIBU
180
Gulf International Bank (UK)
United Kingdom
$4.61M -$1.88M -15,042 -28%
WAM
181
Wolverine Asset Management
Illinois
$4.56M -$5.56M -44,533 -54%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$4.49M +$222K +1,779 +5%
XK
183
Xact Kapitalforvaltning
Sweden
$4.42M -$37.4K -300 -0.8%
CS
184
Candriam SCA
Luxembourg
$4.37M +$328K +2,630 +8%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$4.31M -$118K -947 -3%
BPM
186
Bronson Point Management
Connecticut
$4.31M +$4.49M +36,000 New
DnB Asset Management
187
DnB Asset Management
Norway
$4.25M +$1.13M +9,017 +34%
MOACM
188
Mutual of America Capital Management
New York
$4.24M +$55.5K +445 +1%
GIM
189
Goelzer Investment Management
Indiana
$4.23M +$134K +1,077 +3%
CIP
190
Chartwell Investment Partners
Pennsylvania
$4.19M -$2.37M -19,022 -35%
Comerica Bank
191
Comerica Bank
Texas
$4.18M +$77.3K +619 +2%
Skandinaviska Enskilda Banken (SEB)
192
Skandinaviska Enskilda Banken (SEB)
Sweden
$4M +$538K +4,308 +15%
SIG
193
Sky Investment Group
Connecticut
$3.97M +$55.3K +443 +1%
VRS
194
Virginia Retirement Systems
Virginia
$3.95M – – –
ACP
195
Ashfield Capital Partners
California
$3.82M +$134K +1,077 +3%
AIP
196
Ameritas Investment Partners
Nebraska
$3.81M +$3.04M +24,328 +324%
CC
197
Cannell & Co
New York
$3.79M +$118K +945 +3%
LIA
198
LS Investment Advisors
Michigan
$3.68M +$327K +2,623 +9%
TPSF
199
Texas Permanent School Fund
Texas
$3.64M -$495K -3,965 -12%
SI
200
Stephens Inc
Arkansas
$3.53M +$177K +1,419 +5%
6 7
8
9 10

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.