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Stanley Black & Decker

732 hedge funds and large institutions have $18.7B invested in Stanley Black & Decker in 2019 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 289 increasing their positions, 231 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $328M | Put options by funds: $149M

25% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 231

6% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 51

0% more funds holding

Funds holding: 730732 (+2)

1% less capital invested

Capital invested by funds: $18.9B → $18.7B (-$133M)

0.79% less ownership

Funds ownership: 86.23%85.45% (-0.79%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
732
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
16.05%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
54
Increased
289
Reduced
231
Closed
51
Calls
$328M
Puts
$149M
Net Calls
+$179M
Net Calls Change
-$71.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.82B +$22.4M +158,834 +1%
BlackRock
2
BlackRock
New York
$1.44B +$39.8M +281,667 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.33B -$170M -1,206,123 -12%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.09B +$24.9M +176,089 +2%
State Street
5
State Street
Massachusetts
$1.02B -$13.2M -93,337 -1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$994M -$57.9M -410,068 -6%
Wells Fargo
7
Wells Fargo
California
$784M +$50.2M +355,410 +7%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$348M -$59.1M -418,046 -15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$326M +$8.28M +58,601 +3%
Pzena Investment Management
10
Pzena Investment Management
New York
$325M -$21.9M -154,702 -6%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$290M -$46.5M -328,960 -14%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$289M -$338K -2,391 -0.1%
AAMU
13
Amundi Asset Management US
Massachusetts
$287M -$66.9M -473,466 -19%
Invesco
14
Invesco
Georgia
$282M -$89.2M -631,209 -24%
Northern Trust
15
Northern Trust
Illinois
$252M +$2.63M +18,626 +1%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$251M +$40.2M +284,719 +20%
Norges Bank
17
Norges Bank
Norway
$221M +$14.6M +103,378 +7%
Bank of America
18
Bank of America
North Carolina
$219M +$40.7M +288,104 +23%
Goldman Sachs
19
Goldman Sachs
New York
$217M +$580K +4,103 +0.3%
Franklin Resources
20
Franklin Resources
California
$210M -$637K -4,508 -0.3%
Citadel Advisors
21
Citadel Advisors
Florida
$209M -$101M -716,853 -33%
Morgan Stanley
22
Morgan Stanley
New York
$192M -$6.37M -45,093 -3%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$192M +$64.7M +458,148 +53%
American Century Companies
24
American Century Companies
Missouri
$181M -$686K -4,858 -0.4%
N
25
Nuveen
North Carolina
$165M +$12.5M +88,708 +8%

SWK Hedge Fund Activity: Q3 2019 in Review

732 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2019, worth a combined $18.7B — down 0.71% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SWK positions and 51 closed out — a net gain of 3 holders — while 289 added to existing stakes and 231 trimmed.

The largest buyer was Coho Partners, opening a new position worth an estimated $90.6M. The largest seller was JP Morgan Chase, cutting an estimated $170M.

  • 732 institutional investors held Stanley Black & Decker (SWK) as of Q3 2019, up from 730 in Q2 2019.
  • Funds reported $18.7B of Stanley Black & Decker stock for Q3 2019, down 0.71% quarter-over-quarter.
  • 54 funds opened new Stanley Black & Decker positions in Q3 2019 and 51 closed out, a net change of +3 holders.
  • The largest Stanley Black & Decker buyer in Q3 2019 was Coho Partners, an estimated $90.6M added.
  • The largest Stanley Black & Decker seller in Q3 2019 was JP Morgan Chase, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2019.