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SWU

STANLEY BLACK & DECKER INC CORP UNIT

Delisted

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

29 hedge funds and large institutions have $2.51B invested in STANLEY BLACK & DECKER INC CORP UNIT in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more capital invested

Capital invested by funds: $767M → $2.51B (+$1.75B)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

15% less funds holding

Funds holding: 3429 (-5)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
29
Holders Change
-5
Holders Change %
-14.71%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
3
Increased
9
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.7B -$1.68M -12,593 Closed
American Century Companies
2
American Century Companies
Missouri
$275M +$5.95M +44,469 +2%
ZA
3
Zazove Associates
Nevada
$178M +$173M +1,290,881 New
Calamos Advisors
4
Calamos Advisors
Illinois
$77.3M -$2.45M -18,278 -3%
MSL
5
Mackay Shields LLC
New York
$47.2M -$339K -2,532 -0.7%
Franklin Resources
6
Franklin Resources
California
$44.5M
State Street
7
State Street
Massachusetts
$24.6M +$66.9K +500 +0.3%
SEI Investments
8
SEI Investments
Pennsylvania
$22.6M +$21.9M +163,632 New
Victory Capital Management
9
Victory Capital Management
Texas
$21.5M +$4.21M +31,490 +25%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$20.7M -$936K -7,000 -4%
GLI
11
Guardian Life Insurance
New York
$19M
ACM
12
Advent Capital Management
New York
$17.3M -$17.6M -131,935 Closed
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$10.8M
JP Morgan Chase
14
JP Morgan Chase
New York
$8.08M +$3.84M +28,700 +95%
MAA
15
Managed Account Advisors
New Jersey
$7.38M -$409K -3,061 -5%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$6M +$19.3K +144 +0.3%
Credit Agricole
17
Credit Agricole
France
$5.2M
Wells Fargo
18
Wells Fargo
California
$4.56M -$220K -1,644 -5%
Macquarie Group
19
Macquarie Group
Australia
$3.6M
CI
20
Conning Inc
Connecticut
$3.58M
SIM
21
SSI Investment Management
California
$3.19M -$305K -2,282 -9%
Deutsche Bank
22
Deutsche Bank
Germany
$2.46M
AIP
23
Ameritas Investment Partners
Nebraska
$2.39M
KeyBank National Association
24
KeyBank National Association
Ohio
$1.53M
Allianz Asset Management
25
Allianz Asset Management
Germany
$834K

SWU Hedge Fund Activity: Q4 2014 in Review

29 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in STANLEY BLACK & DECKER INC CORP UNIT (SWU) for Q4 2014, worth a combined $2.51B — up 228% from $767M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SWU and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Zazove Associates, opening a new position worth an estimated $173M. The largest seller was Advent Capital Management, exiting entirely with an estimated $17.6M sold.

  • 29 institutional investors held STANLEY BLACK & DECKER INC CORP UNIT (SWU) as of Q4 2014, down from 34 in Q3 2014.
  • Funds reported $2.51B of STANLEY BLACK & DECKER INC CORP UNIT stock for Q4 2014, up 228% quarter-over-quarter.
  • 3 funds opened new STANLEY BLACK & DECKER INC CORP UNIT positions in Q4 2014 and 6 closed out, a net change of -3 holders.
  • The largest STANLEY BLACK & DECKER INC CORP UNIT buyer in Q4 2014 was Zazove Associates, an estimated $173M added.
  • The largest STANLEY BLACK & DECKER INC CORP UNIT seller in Q4 2014 was Advent Capital Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2014.