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SWP

Stanley Black & Decker, Inc. Corporate Units

Delisted

SWP was delisted on the 14th of May, 2020.

43 hedge funds and large institutions have $944M invested in Stanley Black & Decker, Inc. Corporate Units in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

8% more capital invested

Capital invested by funds: $875M → $944M (+$68.1M)

4% less funds holding

Funds holding: 4543 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
17
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
26
Zurich Cantonal Bank
Switzerland
$5.16M +$1.8M +15,000 +56%
SIM
27
SSI Investment Management
California
$5.09M +$766K +6,395 +18%
GF
28
Gabelli Funds
New York
$4.84M +$599K +5,000 +15%
PCM
29
Palisade Capital Management
New Jersey
$3.69M
LTI
30
Laffer Tengler Investments
Tennessee
$3.5M +$12.4K +104 +0.4%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$3.47M +$269K +2,249 +9%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$3.07M +$2.99M +25,000 New
AUIM
33
Aegon USA Investment Management
Iowa
$2.09M
SG Americas Securities
34
SG Americas Securities
New York
$2.02M
Neuberger Berman Group
35
Neuberger Berman Group
New York
$1.51M -$63.4K -530 -4%
PA
36
Parallel Advisors
California
$904K -$22.1K -185 -2%
CWM
37
Calamos Wealth Management
Illinois
$730K -$7.66K -64 -1%
PCM
38
Penn Capital Management
Pennsylvania
$698K
GI
39
GAMCO Investors
Connecticut
$394K
TA
40
Teton Advisors
New York
$369K
RJA
41
Raymond James & Associates
Florida
$307K
AG
42
Advisor Group
Arizona
$18K -$13.4K -112 -43%
Morgan Stanley
43
Morgan Stanley
New York
$14K +$13.3K +111 New
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$12.3K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$11K
UBS Group
46
UBS Group
Switzerland
$9K -$24.1K -201 -74%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$5K
Citigroup
48
Citigroup
New York
-$8.58M -74,806 Closed
CAM
49
Camden Asset Management
California
-$1.14M -9,975 Closed
MA
50
MUFG Americas
New York
-$212K -1,850 Closed

SWP Hedge Fund Activity: Q4 2017 in Review

43 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker, Inc. Corporate Units (SWP) for Q4 2017, worth a combined $944M — up 7.8% from $875M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SWP and 3 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 17 added.

The largest buyer was American Century Companies, adding an estimated $43M. The largest seller was Franklin Resources, cutting an estimated $53.3M.

  • 43 institutional investors held Stanley Black & Decker, Inc. Corporate Units (SWP) as of Q4 2017, down from 45 in Q3 2017.
  • Funds reported $944M of Stanley Black & Decker, Inc. Corporate Units stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 3 funds opened new Stanley Black & Decker, Inc. Corporate Units positions in Q4 2017 and 5 closed out, a net change of -2 holders.
  • The largest Stanley Black & Decker, Inc. Corporate Units buyer in Q4 2017 was American Century Companies, an estimated $43M added.
  • The largest Stanley Black & Decker, Inc. Corporate Units seller in Q4 2017 was Franklin Resources, an estimated $53.3M sold.

Based on aggregated 13F filings for Q4 2017.