We are live on ! Find out more
SWK icon

Stanley Black & Decker
SWK

529 hedge funds and large institutions have $10.5B invested in Stanley Black & Decker in 2013 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 199 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

16% more call options, than puts

Call options by funds: $197M | Put options by funds: $170M

3% more funds holding

Funds holding: 512 → 529 (+17)

8.37% less ownership

Funds ownership: 82.06% → 73.69% (-8.4%)

12% less capital invested

Capital invested by funds: $11.9B → $10.5B (-$1.37B)

13% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 199

Holders
529
Holders Change
+17
Holders Change %
+3.32%
% of All Funds
15.36%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.23%
New
83
Increased
173
Reduced
199
Closed
62
Calls
$197M
Puts
$170M
Net Calls
+$27.2M
Net Calls Change
-$4.14M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$235M
2
Goldman Sachs
Goldman Sachs
New York
+$135M
3
BA
BlackRock Advisors
Delaware
+$107M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$98.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$81.8M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$303M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$290M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$171M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$124M
5
IC
Institutional Capital
Illinois
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMH
201
Cornerstone Capital Management Holdings
New York
$3M -$172K -2,102 -5%
CC
202
Cannell & Co
New York
$2.97M – – –
BG
203
Bollard Group
Massachusetts
$2.97M +$154K +1,884 +5%
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$2.95M +$335K +4,098 +13%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$2.89M -$81.9K -1,000 -3%
BSPF
206
British Steel Pension Fund
United Kingdom
$2.84M -$186K -2,273 -6%
KIA
207
KCM Investment Advisors
California
$2.84M +$708K +8,652 +33%
JG
208
Jefferies Group
New York
$2.79M +$2.83M +34,535 New
BP
209
Banyan Partners
Florida
$2.78M +$1.82M +22,200 +181%
MSU
210
Maple Securities USA
New Jersey
$2.64M +$2.68M +32,757 New
IAM
211
Impax Asset Management
New Hampshire
$2.63M +$192K +2,349 +8%
GH
212
GAM Holding
Switzerland
$2.54M -$480K -5,860 -16%
WAM
213
Wolverine Asset Management
Illinois
$2.54M +$491K +5,992 +23%
ACI
214
AMP Capital Investors
Australia
$2.54M -$362K -4,426 -12%
HighTower Advisors
215
HighTower Advisors
Illinois
$2.48M +$2.23M +27,190 +759%
OTPPB
216
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.47M -$610K -7,451 -20%
PSUF
217
People's United Financial
Connecticut
$2.43M +$308K +3,767 +14%
GCA
218
Gideon Capital Advisors
New York
$2.43M +$2.47M +30,117 New
DSI
219
Daiwa SB Investments
Japan
$2.42M -$209K -2,557 -8%
DILH
220
Dai-ichi Life Holdings
Japan
$2.42M – – –
GIM
221
Goelzer Investment Management
Indiana
$2.4M +$133K +1,620 +6%
COPPSERS
222
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.39M -$251K -3,067 -9%
URS
223
Utah Retirement Systems
Utah
$2.33M – – –
LG
224
LaFleur & Godfrey
Michigan
$2.31M +$1.46M +17,886 +166%
GCP
225
GSA Capital Partners
United Kingdom
$2.31M +$2.34M +28,567 New
7 8
9
10 11

SWK Hedge Fund Activity: Q4 2013 in Review

529 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2013, worth a combined $10.5B — down 12% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SWK positions and 62 closed out — a net gain of 21 holders — while 173 added to existing stakes and 199 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $235M. The largest seller was Massachusetts Financial Services, cutting an estimated $303M.

  • 529 institutional investors held Stanley Black & Decker (SWK) as of Q4 2013, up from 512 in Q3 2013.
  • Funds reported $10.5B of Stanley Black & Decker stock for Q4 2013, down 12% quarter-over-quarter.
  • 83 funds opened new Stanley Black & Decker positions in Q4 2013 and 62 closed out, a net change of +21 holders.
  • The largest Stanley Black & Decker buyer in Q4 2013 was T. Rowe Price Associates, an estimated $235M added.
  • The largest Stanley Black & Decker seller in Q4 2013 was Massachusetts Financial Services, an estimated $303M sold.

Based on aggregated 13F filings for Q4 2013.