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Stanley Black & Decker

668 hedge funds and large institutions have $17.2B invested in Stanley Black & Decker in 2017 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 216 increasing their positions, 250 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

21% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 66

13% more capital invested

Capital invested by funds: $15.2B → $17.2B (+$2.03B)

1% more funds holding

Funds holding: 661668 (+7)

2.94% less ownership

Funds ownership: 87.98%85.04% (-2.9%)

14% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 250

34% less call options, than puts

Call options by funds: $42.2M | Put options by funds: $63.6M

Holders
668
Holders Change
+7
Holders Change %
+1.06%
% of All Funds
16.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
80
Increased
216
Reduced
250
Closed
66
Calls
$42.2M
Puts
$63.6M
Net Calls
-$21.4M
Net Calls Change
+$8.19M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.63B -$136M -1,087,731 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.48B -$51.2M -408,104 -4%
BlackRock
3
BlackRock
New York
$1.39B +$1.24B +9,857,885 +1,671%
State Street
4
State Street
Massachusetts
$1.04B +$30.7M +244,854 +3%
Wells Fargo
5
Wells Fargo
California
$592M -$1.64M -13,086 -0.3%
Boston Partners
6
Boston Partners
Massachusetts
$493M +$41.3M +329,259 +10%
FMI
7
Fiduciary Management Inc
Wisconsin
$484M -$6.58M -52,481 -1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$481M +$1.97M +15,721 +0.4%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$481M -$24.1M -192,494 -5%
Invesco
10
Invesco
Georgia
$358M -$6.61M -52,664 -2%
Franklin Resources
11
Franklin Resources
California
$294M -$2.11M -16,832 -0.8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$291M +$5.23M +41,688 +2%
Goldman Sachs
13
Goldman Sachs
New York
$278M -$39.2M -312,301 -13%
Pzena Investment Management
14
Pzena Investment Management
New York
$228M -$8.48M -67,621 -4%
Northern Trust
15
Northern Trust
Illinois
$227M +$2.63M +21,001 +1%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$221M +$6.98M +55,665 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$221M +$28M +223,099 +16%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$216M +$3.07M +24,445 +2%
Norges Bank
19
Norges Bank
Norway
$199M -$21.2M -168,814 -10%
Ameriprise
20
Ameriprise
Minnesota
$185M -$41.1M -327,734 -19%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$179M +$20.3M +161,721 +14%
Caisse de Depot et Placement du Quebec (CDPQ)
22
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$164M -$414K -3,300 -0.3%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$161M +$79.6M +634,903 +111%
AQR Capital Management
24
AQR Capital Management
Connecticut
$157M -$4.8M -38,244 -3%
Charles Schwab
25
Charles Schwab
California
$134M +$175K +1,392 +0.1%

SWK Hedge Fund Activity: Q1 2017 in Review

668 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2017, worth a combined $17.2B — up 13% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SWK positions and 66 closed out — a net gain of 14 holders — while 216 added to existing stakes and 250 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24B. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 668 institutional investors held Stanley Black & Decker (SWK) as of Q1 2017, up from 661 in Q4 2016.
  • Funds reported $17.2B of Stanley Black & Decker stock for Q1 2017, up 13% quarter-over-quarter.
  • 80 funds opened new Stanley Black & Decker positions in Q1 2017 and 66 closed out, a net change of +14 holders.
  • The largest Stanley Black & Decker buyer in Q1 2017 was BlackRock, an estimated $1.24B added.
  • The largest Stanley Black & Decker seller in Q1 2017 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2017.