STANLEY BLACK & DECKER INC CORP UNIT
SWU
SWU was delisted on the 16th of November, 2015.
33 hedge funds and large institutions have $2.25B invested in STANLEY BLACK & DECKER INC CORP UNIT in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.
153% more capital invested
Capital invested by funds: $888M → $2.25B (+$1.36B)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less funds holding
Funds holding: 35 → 33 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$90.8M |
| 2 |
GLI
Guardian Life Insurance
New York
|
+$19.3M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$16.6M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$6.62M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$121M |
| 2 |
ZA
Zazove Associates
Incline Village,
Nevada
|
-$11.5M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$8.54M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$5.65M |
| 5 |
Citigroup
New York
|
-$3.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ES
26
Equitec Specialists
Chicago,
Illinois
| $1.99M | +$1.4M | +9,893 | +198% |
|
27
KeyBank National Association
Cleveland,
Ohio
| $1.08M | – | – | – |
|
|
28
Citigroup
New York
| $697K | -$3.84M | -27,195 | -84% |
|
29
Neuberger Berman Group
New York
| $607K | – | – | – |
|
|
CS
30
Credit Suisse
Zurich,
Switzerland
| $535K | – | – | – |
|
|
SAM
31
Symphony Asset Management
San Francisco,
California
| $201K | – | – | – |
|
32
UBS Group
Zurich,
Switzerland
| $82K | +$20.8K | +147 | +32% |
|
|
IWMPD
33
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $14K | – | – | – |
|
|
RPG
34
Risk Paradigm Group
Austin,
Texas
| $3.74K | – | – | – |
|
|
WOC
35
West Oak Capital
Westlake Village,
California
| $2.41K | – | – | – |
|
|
TDC
36
Thompson Davis & Co
Richmond,
Virginia
| $2K | -$2.68K | -19 | -56% |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
MSE
38
MUFG Securities EMEA
London,
United Kingdom
| $1K | – | – | – |
|
39
Barclays
London,
United Kingdom
| – | -$2.76M | -19,024 | Closed |
|
|
VKH
40
Virtu KCG Holdings
New York
| – | -$416K | -2,878 | Closed |
|
SWU Hedge Fund Activity: Q3 2015 in Review
33 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in STANLEY BLACK & DECKER INC CORP UNIT (SWU) for Q3 2015, worth a combined $2.25B — up 153% from $888M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SWU and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 8 added.
The largest buyer was Wells Fargo, adding an estimated $90.8M. The largest seller was American Century Companies, cutting an estimated $121M.
- 33 institutional investors held STANLEY BLACK & DECKER INC CORP UNIT (SWU) as of Q3 2015, down from 35 in Q2 2015.
- Funds reported $2.25B of STANLEY BLACK & DECKER INC CORP UNIT stock for Q3 2015, up 153% quarter-over-quarter.
- 2 funds opened new STANLEY BLACK & DECKER INC CORP UNIT positions in Q3 2015 and 3 closed out, a net change of -1 holder.
- The largest STANLEY BLACK & DECKER INC CORP UNIT buyer in Q3 2015 was Wells Fargo, an estimated $90.8M added.
- The largest STANLEY BLACK & DECKER INC CORP UNIT seller in Q3 2015 was American Century Companies, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2015.