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Stanley Black & Decker

730 hedge funds and large institutions have $18.9B invested in Stanley Black & Decker in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 245 increasing their positions, 256 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $367M | Put options by funds: $117M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

36% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 58

2% more funds holding

Funds holding: 716730 (+14)

5% more capital invested

Capital invested by funds: $18B → $18.9B (+$821M)

4% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 256

1.31% less ownership

Funds ownership: 87.55%86.23% (-1.3%)

Holders
730
Holders Change
+14
Holders Change %
+1.96%
% of All Funds
15.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
79
Increased
245
Reduced
256
Closed
58
Calls
$367M
Puts
$117M
Net Calls
+$250M
Net Calls Change
+$99.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.8B +$21.4M +151,641 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.49B -$136M -962,067 -8%
BlackRock
3
BlackRock
New York
$1.4B +$6.78M +48,118 +0.5%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.07B +$25.1M +177,810 +2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.05B +$163M +1,154,893 +19%
State Street
6
State Street
Massachusetts
$1.04B -$31.9M -226,696 -3%
Wells Fargo
7
Wells Fargo
California
$734M +$15.6M +110,568 +2%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$409M -$92.6M -656,980 -19%
Invesco
9
Invesco
Georgia
$374M +$53.4M +378,997 +17%
AAMU
10
Amundi Asset Management US
Massachusetts
$356M -$55.1M -390,937 -14%
Pzena Investment Management
11
Pzena Investment Management
New York
$348M -$2.51M -17,790 -0.7%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$338M +$6.89M +48,891 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$318M +$16.8M +119,001 +6%
Citadel Advisors
14
Citadel Advisors
Florida
$313M +$39.9M +283,038 +15%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$290M +$2.01M +14,288 +0.7%
Northern Trust
16
Northern Trust
Illinois
$250M +$1.76M +12,506 +0.7%
FMI
17
Fiduciary Management Inc
Wisconsin
$234M -$135M -956,981 -37%
Goldman Sachs
18
Goldman Sachs
New York
$217M -$41.8M -296,333 -17%
Franklin Resources
19
Franklin Resources
California
$211M -$5.84M -41,475 -3%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$211M +$501K +3,559 +0.2%
Norges Bank
21
Norges Bank
Norway
$206M
Morgan Stanley
22
Morgan Stanley
New York
$199M +$7.93M +56,260 +4%
American Century Companies
23
American Century Companies
Missouri
$182M +$28.8M +204,250 +19%
Bank of America
24
Bank of America
North Carolina
$177M +$67.3M +477,806 +64%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$160M -$1.63M -11,561 -1%

SWK Hedge Fund Activity: Q2 2019 in Review

730 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2019, worth a combined $18.9B — up 4.6% from $18B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SWK positions and 58 closed out — a net gain of 21 holders — while 245 added to existing stakes and 256 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $163M. The largest seller was JP Morgan Chase, cutting an estimated $136M.

  • 730 institutional investors held Stanley Black & Decker (SWK) as of Q2 2019, up from 716 in Q1 2019.
  • Funds reported $18.9B of Stanley Black & Decker stock for Q2 2019, up 4.6% quarter-over-quarter.
  • 79 funds opened new Stanley Black & Decker positions in Q2 2019 and 58 closed out, a net change of +21 holders.
  • The largest Stanley Black & Decker buyer in Q2 2019 was Capital Research Global Investors, an estimated $163M added.
  • The largest Stanley Black & Decker seller in Q2 2019 was JP Morgan Chase, an estimated $136M sold.

Based on aggregated 13F filings for Q2 2019.