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Stanley Black & Decker

599 hedge funds and large institutions have $14.3B invested in Stanley Black & Decker in 2015 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 214 increasing their positions, 215 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $157M | Put options by funds: $113M

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

1% more funds holding

Funds holding: 591599 (+8)

3% more capital invested

Capital invested by funds: $13.9B → $14.3B (+$453M)

0.06% less ownership

Funds ownership: 85.99%85.93% (-0.06%)

0% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 215

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
599
Holders Change
+8
Holders Change %
+1.35%
% of All Funds
16.72%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
59
Increased
214
Reduced
215
Closed
47
Calls
$157M
Puts
$113M
Net Calls
+$44.5M
Net Calls Change
+$49M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.59B -$1.69M -16,372 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$993M +$465K +4,517 +0%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$740M -$14.8M -144,084 -2%
State Street
4
State Street
Massachusetts
$708M -$35M -339,398 -4%
BIT
5
BlackRock Institutional Trust
California
$535M +$80.8M +784,461 +17%
FMI
6
Fiduciary Management Inc
Wisconsin
$420M -$3.93M -38,121 -0.9%
Wells Fargo
7
Wells Fargo
California
$392M -$1.89M -18,394 -0.5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$340M -$99.5K -966 -0%
Pzena Investment Management
9
Pzena Investment Management
New York
$302M -$11.4M -110,990 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$272M +$26.5M +257,422 +10%
Invesco
11
Invesco
Georgia
$266M +$1.79M +17,375 +0.6%
Boston Partners
12
Boston Partners
Massachusetts
$266M +$102M +990,631 +57%
TCM
13
Tran Capital Management
California
$231M -$11.4M -110,820 -4%
BFA
14
BlackRock Fund Advisors
California
$217M +$5.52M +53,647 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$211M +$23.2M +225,436 +12%
Northern Trust
16
Northern Trust
Illinois
$195M -$4.61M -44,781 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$194M -$49.2M -477,993 -19%
Franklin Resources
18
Franklin Resources
California
$180M -$6.45M -62,650 -3%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$174M -$11.9M -115,186 -6%
BG
20
BlackRock Group
United Kingdom
$165M -$1.64M -15,924 -0.9%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$156M -$237M -2,301,986 -59%
Goldman Sachs
22
Goldman Sachs
New York
$154M +$54.4M +527,946 +50%
Norges Bank
23
Norges Bank
Norway
$148M +$5.13M +49,811 +3%
AI
24
Ariel Investments
Illinois
$144M -$4.58M -44,480 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$138M -$4.8M -46,641 -3%

SWK Hedge Fund Activity: Q3 2015 in Review

599 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2015, worth a combined $14.3B — up 3.3% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SWK positions and 47 closed out — a net gain of 12 holders — while 214 added to existing stakes and 215 trimmed.

The largest buyer was Boston Partners, adding an estimated $102M. The largest seller was T. Rowe Price Associates, cutting an estimated $237M.

  • 599 institutional investors held Stanley Black & Decker (SWK) as of Q3 2015, up from 591 in Q2 2015.
  • Funds reported $14.3B of Stanley Black & Decker stock for Q3 2015, up 3.3% quarter-over-quarter.
  • 59 funds opened new Stanley Black & Decker positions in Q3 2015 and 47 closed out, a net change of +12 holders.
  • The largest Stanley Black & Decker buyer in Q3 2015 was Boston Partners, an estimated $102M added.
  • The largest Stanley Black & Decker seller in Q3 2015 was T. Rowe Price Associates, an estimated $237M sold.

Based on aggregated 13F filings for Q3 2015.