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Stanley Black & Decker

795 hedge funds and large institutions have $22B invested in Stanley Black & Decker in 2017 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 233 increasing their positions, 291 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 42

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more funds holding

Funds holding: 703795 (+92)

12% more capital invested

Capital invested by funds: $19.7B → $22B (+$2.33B)

0.58% less ownership

Funds ownership: 85.2%84.62% (-0.58%)

20% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 291

36% less call options, than puts

Call options by funds: $145M | Put options by funds: $227M

Holders
795
Holders Change
+92
Holders Change %
+13.09%
% of All Funds
18.03%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
140
Increased
233
Reduced
291
Closed
42
Calls
$145M
Puts
$227M
Net Calls
-$81.2M
Net Calls Change
-$39.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2B +$29.1M +177,535 +2%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.94B -$190M -1,161,268 -9%
BlackRock
3
BlackRock
New York
$1.71B +$23.7M +144,926 +1%
State Street
4
State Street
Massachusetts
$1.23B -$4.27M -26,061 -0.4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$995M +$231M +1,409,940 +32%
Wells Fargo
6
Wells Fargo
California
$777M +$17.1M +104,499 +2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$643M +$1.95M +11,942 +0.3%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$567M -$15.5M -94,954 -3%
Invesco
9
Invesco
Georgia
$535M -$17.4M -106,294 -3%
FMI
10
Fiduciary Management Inc
Wisconsin
$516M -$46.9M -286,350 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$319M -$24.9M -152,169 -7%
Northern Trust
12
Northern Trust
Illinois
$308M -$465K -2,842 -0.2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$286M +$12.5M +76,100 +5%
FAM
14
Fred Alger Management
New York
$278M +$25.4M +155,382 +10%
Franklin Resources
15
Franklin Resources
California
$278M -$96.9M -591,814 -27%
Boston Partners
16
Boston Partners
Massachusetts
$257M -$60.7M -371,100 -20%
Norges Bank
17
Norges Bank
Norway
$255M
Goldman Sachs
18
Goldman Sachs
New York
$250M -$8.01M -48,965 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$247M -$2.96M -18,076 -1%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$228M -$9.87M -60,303 -4%
AAMU
21
Amundi Asset Management US
Massachusetts
$217M +$193M +1,178,751 +1,171%
Morgan Stanley
22
Morgan Stanley
New York
$210M +$114M +696,120 +128%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$205M -$46.4M -283,784 -19%
WRF
24
Waddell & Reed Financial
Kansas
$193M +$88.8M +542,275 +91%
American Century Companies
25
American Century Companies
Missouri
$182M -$1.29M -7,900 -0.7%

SWK Hedge Fund Activity: Q4 2017 in Review

795 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2017, worth a combined $22B — up 12% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SWK positions and 42 closed out — a net gain of 98 holders — while 233 added to existing stakes and 291 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $231M. The largest seller was Citadel Advisors, cutting an estimated $244M.

  • 795 institutional investors held Stanley Black & Decker (SWK) as of Q4 2017, up from 703 in Q3 2017.
  • Funds reported $22B of Stanley Black & Decker stock for Q4 2017, up 12% quarter-over-quarter.
  • 140 funds opened new Stanley Black & Decker positions in Q4 2017 and 42 closed out, a net change of +98 holders.
  • The largest Stanley Black & Decker buyer in Q4 2017 was T. Rowe Price Associates, an estimated $231M added.
  • The largest Stanley Black & Decker seller in Q4 2017 was Citadel Advisors, an estimated $244M sold.

Based on aggregated 13F filings for Q4 2017.