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SWP

Stanley Black & Decker, Inc. Corporate Units

Delisted

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

47 hedge funds and large institutions have $974M invested in Stanley Black & Decker, Inc. Corporate Units in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

24% more capital invested

Capital invested by funds: $786M → $974M (+$188M)

7% more funds holding

Funds holding: 4447 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
19
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
26
Meritage Portfolio Management
Kansas
$2.94M -$33.4K -305 -1%
Wells Fargo
27
Wells Fargo
California
$2.77M -$171K -1,566 -6%
ClearBridge Investments
28
ClearBridge Investments
New York
$2.33M -$2.9M -26,530 -55%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$1.97M -$5.17M -47,300 -73%
AUIM
30
Aegon USA Investment Management
Iowa
$1.86M
PCM
31
Palisade Capital Management
New Jersey
$1.5M
RJA
32
Raymond James & Associates
Florida
$1.43M +$552K +5,050 +64%
PA
33
Parallel Advisors
California
$1.28M +$10.9K +100 +0.9%
CWM
34
Calamos Wealth Management
Illinois
$1.1M +$6.45K +59 +0.6%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$851K +$849K +7,761 New
SB
36
Suntrust Banks
Georgia
$395K +$394K +3,600 New
LFAS
37
Level Four Advisory Services
Texas
$367K
Neuberger Berman Group
38
Neuberger Berman Group
New York
$366K -$57.4K -525 -14%
GI
39
GAMCO Investors
Connecticut
$352K
TA
40
Teton Advisors
New York
$330K
PCM
41
Penn Capital Management
Pennsylvania
$211K
WHG
42
Westwood Holdings Group
Texas
$210K -$131K -1,200 -38%
FHB
43
First Hawaiian Bank
Hawaii
$67K +$67.3K +615 New
Morgan Stanley
44
Morgan Stanley
New York
$30K +$9.3K +85 +46%
CTC
45
Central Trust Company
Missouri
$10K +$9.84K +90 New
AG
46
Advisor Group
Arizona
$5K -$3.83K -35 -45%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$4K
TPWA
48
TRUE Private Wealth Advisors
Oregon
$2.85K +$2.84K +26 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$2K
CAL
50
Capital Analysts LLC
Pennsylvania
$1K +$656 +6 New

SWP Hedge Fund Activity: Q3 2018 in Review

47 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker, Inc. Corporate Units (SWP) for Q3 2018, worth a combined $974M — up 24% from $786M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SWP positions and 3 closed out — a net gain of 4 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was American Century Companies, adding an estimated $19.7M. The largest seller was Putnam Investments, exiting entirely with an estimated $9.33M sold.

  • 47 institutional investors held Stanley Black & Decker, Inc. Corporate Units (SWP) as of Q3 2018, up from 44 in Q2 2018.
  • Funds reported $974M of Stanley Black & Decker, Inc. Corporate Units stock for Q3 2018, up 24% quarter-over-quarter.
  • 7 funds opened new Stanley Black & Decker, Inc. Corporate Units positions in Q3 2018 and 3 closed out, a net change of +4 holders.
  • The largest Stanley Black & Decker, Inc. Corporate Units buyer in Q3 2018 was American Century Companies, an estimated $19.7M added.
  • The largest Stanley Black & Decker, Inc. Corporate Units seller in Q3 2018 was Putnam Investments, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2018.