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SWU

STANLEY BLACK & DECKER INC CORP UNIT

Delisted

SWU was delisted on the 16th of November, 2015.

38 hedge funds and large institutions have $723M invested in STANLEY BLACK & DECKER INC CORP UNIT in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

37% more capital invested

Capital invested by funds: $528M → $723M (+$195M)

0% more funds holding

Funds holding: 3838 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
38
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
16
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$244M +$2.55M +20,550 +1%
ZA
2
Zazove Associates
Nevada
$173M +$169M +1,361,570 New
Calamos Advisors
3
Calamos Advisors
Illinois
$51.4M +$2.53M +20,368 +5%
MSL
4
Mackay Shields LLC
New York
$44.5M -$4.46K -36 -0%
Franklin Resources
5
Franklin Resources
California
$39.4M +$11.8M +95,144 +45%
STC
6
SEI Trust Company
Pennsylvania
$20.6M +$5.32M +42,900 +36%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$19.9M
Victory Capital Management
8
Victory Capital Management
Texas
$17.7M +$3.25M +26,207 +23%
GLI
9
Guardian Life Insurance
New York
$17.4M
State Street
10
State Street
Massachusetts
$17.2M +$992K +8,000 +6%
ACM
11
Advent Capital Management
New York
$14.4M +$14.1M +113,972 New
FCAM
12
F&C Asset Management
United Kingdom
$10.3M -$1.43M -11,500 -12%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$8.65M +$2.84M +22,879 +51%
MAA
14
Managed Account Advisors
New Jersey
$7.66M -$575K -4,638 -7%
Credit Agricole
15
Credit Agricole
France
$5.73M +$611K +4,928 +12%
Wells Fargo
16
Wells Fargo
California
$4.5M +$13.1K +106 +0.3%
JP Morgan Chase
17
JP Morgan Chase
New York
$3.38M +$1.55M +12,500 +89%
SIM
18
SSI Investment Management
California
$2.88M -$361K -2,910 -11%
AAMU
19
Amundi Asset Management US
Massachusetts
$2.82M -$3.46M -27,900 -56%
CI
20
Conning Inc
Connecticut
$2.74M +$495K +3,992 +23%
IRM
21
Income Research & Management
Massachusetts
$2.21M
AIP
22
Ameritas Investment Partners
Nebraska
$2.2M
LTI
23
Laffer Tengler Investments
Tennessee
$1.69M +$28.4K +229 +2%
KeyBank National Association
24
KeyBank National Association
Ohio
$1.42M -$82.5K -665 -6%
RJA
25
Raymond James & Associates
Florida
$1.31M +$10.8K +87 +0.9%

SWU Hedge Fund Activity: Q1 2014 in Review

38 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in STANLEY BLACK & DECKER INC CORP UNIT (SWU) for Q1 2014, worth a combined $723M — up 37% from $528M a quarter earlier.

Fund positioning in SWU was balanced in Q1 2014: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 9 trimmed.

The largest buyer was Zazove Associates, opening a new position worth an estimated $169M. The largest seller was Putnam Investments, exiting entirely with an estimated $3.77M sold.

  • 38 institutional investors held STANLEY BLACK & DECKER INC CORP UNIT (SWU) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $723M of STANLEY BLACK & DECKER INC CORP UNIT stock for Q1 2014, up 37% quarter-over-quarter.
  • 5 funds opened new STANLEY BLACK & DECKER INC CORP UNIT positions in Q1 2014 and 5 closed out, a net change of 0 holders.
  • The largest STANLEY BLACK & DECKER INC CORP UNIT buyer in Q1 2014 was Zazove Associates, an estimated $169M added.
  • The largest STANLEY BLACK & DECKER INC CORP UNIT seller in Q1 2014 was Putnam Investments, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2014.