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Stanley Black & Decker

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: 68 (+2)

16% more call options, than puts

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

3% more funds holding

Funds holding: 512529 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$767M +$34M +415,117 +5%
State Street
2
State Street
Massachusetts
$692M -$27.1M -331,442 -4%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$604M -$303M -3,706,769 -33%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$580M +$98.1M +1,198,760 +20%
TCM
5
Tran Capital Management
California
$404M +$52.6M +642,626 +15%
BIT
6
BlackRock Institutional Trust
California
$343M +$9.3M +113,544 +3%
Goldman Sachs
7
Goldman Sachs
New York
$321M +$135M +1,654,656 +71%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$302M +$235M +2,872,930 +331%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$301M -$124M -1,508,734 -29%
Franklin Resources
10
Franklin Resources
California
$267M +$47.5M +580,255 +21%
U
11
UBS
Switzerland
$245M +$42.3M +517,034 +21%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$237M -$290M -3,545,054 -55%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$231M +$27.8M +340,161 +13%
Northern Trust
14
Northern Trust
Illinois
$160M -$3.64M -44,458 -2%
BFA
15
BlackRock Fund Advisors
California
$151M +$1.41M +17,258 +0.9%
CS
16
Credit Suisse
Switzerland
$139M +$77.6M +947,453 +123%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$132M -$10M -122,406 -7%
BA
18
BlackRock Advisors
Delaware
$128M +$107M +1,311,972 +477%
BG
19
BlackRock Group
United Kingdom
$123M +$32.9M +402,125 +36%
JP Morgan Chase
20
JP Morgan Chase
New York
$116M +$81.8M +998,647 +225%
Morgan Stanley
21
Morgan Stanley
New York
$115M +$53.8M +657,572 +85%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$111M +$4.86M +59,416 +5%
PIM
23
Perkins Investment Management
Illinois
$105M +$9.81M +119,800 +10%
CI
24
Cambiar Investors
Colorado
$101M +$5.63M +68,822 +6%
Norges Bank
25
Norges Bank
Norway
$100M -$13.6M -165,581 -12%

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.