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Stanley Black & Decker

721 hedge funds and large institutions have $19.2B invested in Stanley Black & Decker in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 259 increasing their positions, 262 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more call options, than puts

Call options by funds: $383M | Put options by funds: $132M

12% more capital invested

Capital invested by funds: $17.2B → $19.2B (+$2.05B)

2.42% more ownership

Funds ownership: 83.89%86.31% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 262

3% less funds holding

Funds holding: 747721 (-26)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

Holders
721
Holders Change
-26
Holders Change %
-3.48%
% of All Funds
16.48%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
63
Increased
259
Reduced
262
Closed
81
Calls
$383M
Puts
$132M
Net Calls
+$251M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.84B +$259M +1,822,466 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.75B -$7.16M -50,320 -0.4%
BlackRock
3
BlackRock
New York
$1.41B -$34.1M -239,977 -2%
State Street
4
State Street
Massachusetts
$1.03B +$49.9M +350,874 +5%
Wells Fargo
5
Wells Fargo
California
$709M +$78M +548,025 +13%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$691M -$8.32M -58,494 -1%
Capital Research Global Investors
7
Capital Research Global Investors
California
$589M +$573M +4,023,856 New
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$557M -$197M -1,384,790 -27%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$521M +$40.4M +283,864 +9%
AAMU
10
Amundi Asset Management US
Massachusetts
$431M +$183M +1,288,039 +78%
Invesco
11
Invesco
Georgia
$425M -$22.1M -155,458 -5%
FMI
12
Fiduciary Management Inc
Wisconsin
$396M -$20.4M -143,318 -5%
Goldman Sachs
13
Goldman Sachs
New York
$273M +$17M +119,259 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$269M +$6.36M +44,689 +2%
Northern Trust
15
Northern Trust
Illinois
$245M -$7.3M -51,296 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$244M +$2.67M +18,788 +1%
Artisan Partners
17
Artisan Partners
Wisconsin
$239M +$48.3M +339,503 +26%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$236M -$29.7M -208,771 -11%
Morgan Stanley
19
Morgan Stanley
New York
$230M +$13.5M +95,116 +6%
Franklin Resources
20
Franklin Resources
California
$211M -$2.51M -17,658 -1%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$209M +$5.79M +40,659 +3%
Norges Bank
22
Norges Bank
Norway
$201M
American Century Companies
23
American Century Companies
Missouri
$198M +$10.3M +72,221 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$174M -$1.42M -10,001 -0.8%
CVA
25
Ceredex Value Advisors
Florida
$166M +$21.5M +151,287 +15%

SWK Hedge Fund Activity: Q3 2018 in Review

721 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2018, worth a combined $19.2B — up 12% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of SWK and 63 opened new positions — a net loss of 18 holders — while 262 trimmed existing stakes and 259 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $573M. The largest seller was T. Rowe Price Associates, cutting an estimated $197M.

  • 721 institutional investors held Stanley Black & Decker (SWK) as of Q3 2018, down from 747 in Q2 2018.
  • Funds reported $19.2B of Stanley Black & Decker stock for Q3 2018, up 12% quarter-over-quarter.
  • 63 funds opened new Stanley Black & Decker positions in Q3 2018 and 81 closed out, a net change of -18 holders.
  • The largest Stanley Black & Decker buyer in Q3 2018 was Capital Research Global Investors, an estimated $573M added.
  • The largest Stanley Black & Decker seller in Q3 2018 was T. Rowe Price Associates, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2018.