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Stanley Black & Decker

726 hedge funds and large institutions have $10.8B invested in Stanley Black & Decker in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 275 increasing their positions, 270 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $201M | Put options by funds: $148M

2% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 270

1.53% less ownership

Funds ownership: 89.62%88.09% (-1.5%)

7% less funds holding

Funds holding: 783726 (-57)

20% less capital invested

Capital invested by funds: $13.5B → $10.8B (-$2.65B)

41% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 116

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
726
Holders Change
-57
Holders Change %
-7.28%
% of All Funds
10.49%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
68
Increased
275
Reduced
270
Closed
116
Calls
$201M
Puts
$148M
Net Calls
+$52.9M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
351
Securian Asset Management
Minnesota
$698K -$18.4K -209 -2%
EWS
352
Evergreen Wealth Solutions
Pennsylvania
$697K -$42K -477 -5%
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$695K -$17.6K -200 -2%
EIP
354
Epoch Investment Partners
New York
$682K -$34.3K -390 -4%
AAF
355
Andra AP-fonden
Sweden
$679K -$3.43M -39,000 -82%
AWS
356
Atria Wealth Solutions
New York
$677K -$6.6K -75 -0.9%
MG
357
Mather Group
Illinois
$667K -$11.7M -133,394 -95%
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$666K -$33.1K -376 -4%
RAM
359
Readystate Asset Management
Illinois
$665K +$732K +8,318 New
First Manhattan
360
First Manhattan
New York
$654K -$13.2K -150 -2%
SFSG
361
Sound Financial Strategies Group
Mississippi
$636K +$701K +7,960 New
OP
362
ORG Partners
Indiana
$628K +$641K +7,278 +921%
Northwestern Mutual Wealth Management
363
Northwestern Mutual Wealth Management
Wisconsin
$625K -$40.4K -459 -6%
DWM
364
Dorchester Wealth Management
Quebec, Canada
$623K -$797K -9,050 -54%
MS
365
Maven Securities
Jersey
$621K +$685K +7,777 New
GVAG
366
Great Valley Advisor Group
Delaware
$617K +$63.8K +725 +10%
NA
367
NewEdge Advisors
Louisiana
$616K +$13.1K +149 +2%
BCWM
368
Bartlett & Co Wealth Management
Ohio
$615K
NMERB
369
New Mexico Educational Retirement Board
New Mexico
$615K
AWM
370
Avior Wealth Management
Nebraska
$612K -$29.2K -332 -4%
IWC
371
Integrated Wealth Concepts
Massachusetts
$592K +$16.6K +189 +3%
DC
372
Davenport & Co
Virginia
$591K +$21.5K +244 +3%
PTC
373
Petrus Trust Company
Texas
$576K +$635K +7,216 New
AI
374
Atria Investments
North Carolina
$566K +$624K +7,087 New
TCBWMS
375
Texas Capital Bank Wealth Management Services
Texas
$560K +$352K +4,000 +133%

SWK Hedge Fund Activity: Q2 2024 in Review

726 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2024, worth a combined $10.8B — down 20% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of SWK and 68 opened new positions — a net loss of 48 holders — while 270 trimmed existing stakes and 275 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $106M. The largest seller was Federated Hermes, cutting an estimated $130M.

  • 726 institutional investors held Stanley Black & Decker (SWK) as of Q2 2024, down from 783 in Q1 2024.
  • Funds reported $10.8B of Stanley Black & Decker stock for Q2 2024, down 20% quarter-over-quarter.
  • 68 funds opened new Stanley Black & Decker positions in Q2 2024 and 116 closed out, a net change of -48 holders.
  • The largest Stanley Black & Decker buyer in Q2 2024 was T. Rowe Price Associates, an estimated $106M added.
  • The largest Stanley Black & Decker seller in Q2 2024 was Federated Hermes, an estimated $130M sold.

Based on aggregated 13F filings for Q2 2024.