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Stanley Black & Decker

527 hedge funds and large institutions have $10.6B invested in Stanley Black & Decker in 2014 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 193 increasing their positions, 184 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $257M | Put options by funds: $129M

11% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 55

9.97% more ownership

Funds ownership: 73.69%83.66% (+10%)

5% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 184

0% more capital invested

Capital invested by funds: $10.5B → $10.6B (+$52.5M)

0% less funds holding

Funds holding: 529527 (-2)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
527
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
15.22%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.14%
New
61
Increased
193
Reduced
184
Closed
55
Calls
$257M
Puts
$129M
Net Calls
+$128M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$727M -$45.1M -561,939 -6%
State Street
2
State Street
Massachusetts
$703M +$5.83M +72,674 +0.8%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$668M +$83M +1,035,263 +14%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$486M -$120M -1,502,517 -20%
TCM
5
Tran Capital Management
California
$416M +$9.5M +118,495 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$372M +$67.5M +841,649 +23%
BIT
7
BlackRock Institutional Trust
California
$331M -$14.2M -177,580 -4%
Goldman Sachs
8
Goldman Sachs
New York
$285M -$37.6M -469,062 -12%
U
9
UBS
Switzerland
$285M +$37.6M +468,827 +15%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$259M +$26.2M +326,367 +11%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$256M -$47.1M -586,970 -16%
Franklin Resources
12
Franklin Resources
California
$225M -$43.7M -544,664 -16%
Northern Trust
13
Northern Trust
Illinois
$168M +$6.95M +86,728 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
14
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$158M +$60.4M +753,140 +63%
BFA
15
BlackRock Fund Advisors
California
$156M +$3.27M +40,726 +2%
BA
16
BlackRock Advisors
Delaware
$153M +$23.8M +296,227 +19%
JP Morgan Chase
17
JP Morgan Chase
New York
$148M +$29.9M +373,315 +26%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$129M -$4.06M -50,621 -3%
BG
19
BlackRock Group
United Kingdom
$125M +$1.43M +17,884 +1%
Invesco
20
Invesco
Georgia
$117M +$18.7M +232,615 +19%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$116M +$4.01M +49,964 +4%
AI
22
Ariel Investments
Illinois
$113M +$38.3M +477,214 +52%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$111M +$110M +1,371,086 New
Norges Bank
24
Norges Bank
Norway
$104M +$3.04M +37,936 +3%
CI
25
Cambiar Investors
Colorado
$96.6M -$4.97M -61,988 -5%

SWK Hedge Fund Activity: Q1 2014 in Review

527 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2014, worth a combined $10.6B — up 0.5% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SWK positions and 55 closed out — a net gain of 6 holders — while 193 added to existing stakes and 184 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $110M. The largest seller was Wellington Management Group, exiting entirely with an estimated $237M sold.

  • 527 institutional investors held Stanley Black & Decker (SWK) as of Q1 2014, down from 529 in Q4 2013.
  • Funds reported $10.6B of Stanley Black & Decker stock for Q1 2014, up 0.5% quarter-over-quarter.
  • 61 funds opened new Stanley Black & Decker positions in Q1 2014 and 55 closed out, a net change of +6 holders.
  • The largest Stanley Black & Decker buyer in Q1 2014 was Neuberger Berman Group, an estimated $110M added.
  • The largest Stanley Black & Decker seller in Q1 2014 was Wellington Management Group, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2014.