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Stanley Black & Decker

791 hedge funds and large institutions have $19.7B invested in Stanley Black & Decker in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 298 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $162M | Put options by funds: $124M

10% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 77

1% less funds holding

Funds holding: 795791 (-4)

1% less ownership

Funds ownership: 84.62%83.62% (-1%)

10% less capital invested

Capital invested by funds: $22B → $19.7B (-$2.27B)

12% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 298

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
791
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
18.13%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
85
Increased
261
Reduced
298
Closed
77
Calls
$162M
Puts
$124M
Net Calls
+$38.3M
Net Calls Change
+$120M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.81B +$3.41M +20,996 +0.2%
BlackRock
2
BlackRock
New York
$1.51B -$37.9M -233,746 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.5B -$263M -1,622,734 -14%
State Street
4
State Street
Massachusetts
$1.06B -$46.5M -286,476 -4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$991M +$98.7M +608,137 +10%
Wells Fargo
6
Wells Fargo
California
$689M -$13.3M -82,051 -2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$583M +$2.36M +14,518 +0.4%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$518M +$7.05M +43,452 +1%
FMI
9
Fiduciary Management Inc
Wisconsin
$471M +$5.55M +34,186 +1%
Invesco
10
Invesco
Georgia
$437M -$48.6M -299,438 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$286M -$2.78M -17,141 -0.9%
Northern Trust
12
Northern Trust
Illinois
$271M -$7.57M -46,668 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$264M +$6.44M +39,658 +2%
Goldman Sachs
14
Goldman Sachs
New York
$250M +$26.2M +161,730 +11%
Franklin Resources
15
Franklin Resources
California
$236M -$15.2M -93,513 -6%
Morgan Stanley
16
Morgan Stanley
New York
$214M +$25.3M +155,779 +13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$210M -$14M -86,314 -6%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$208M +$2.63M +16,214 +1%
Caisse de Depot et Placement du Quebec (CDPQ)
19
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$208M +$50.7M +312,700 +30%
Norges Bank
20
Norges Bank
Norway
$205M -$27.7M -170,393 -11%
FAM
21
Fred Alger Management
New York
$204M -$49.7M -306,439 -19%
WRF
22
Waddell & Reed Financial
Kansas
$191M +$18.4M +113,400 +10%
American Century Companies
23
American Century Companies
Missouri
$184M +$20.6M +126,892 +12%
Boston Partners
24
Boston Partners
Massachusetts
$173M -$62.6M -385,885 -25%
AAMU
25
Amundi Asset Management US
Massachusetts
$173M -$24.1M -148,611 -12%

SWK Hedge Fund Activity: Q1 2018 in Review

791 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2018, worth a combined $19.7B — down 10% from $22B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SWK positions and 77 closed out — a net gain of 8 holders — while 261 added to existing stakes and 298 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $98.7M. The largest seller was JP Morgan Chase, cutting an estimated $263M.

  • 791 institutional investors held Stanley Black & Decker (SWK) as of Q1 2018, down from 795 in Q4 2017.
  • Funds reported $19.7B of Stanley Black & Decker stock for Q1 2018, down 10% quarter-over-quarter.
  • 85 funds opened new Stanley Black & Decker positions in Q1 2018 and 77 closed out, a net change of +8 holders.
  • The largest Stanley Black & Decker buyer in Q1 2018 was T. Rowe Price Associates, an estimated $98.7M added.
  • The largest Stanley Black & Decker seller in Q1 2018 was JP Morgan Chase, an estimated $263M sold.

Based on aggregated 13F filings for Q1 2018.