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Stanley Black & Decker

884 hedge funds and large institutions have $28.4B invested in Stanley Black & Decker in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 301 increasing their positions, 309 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

37% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 81

12% more capital invested

Capital invested by funds: $25.5B → $28.4B (+$2.94B)

3% more funds holding

Funds holding: 862884 (+22)

0.45% less ownership

Funds ownership: 89.12%88.67% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 309

51% less call options, than puts

Call options by funds: $225M | Put options by funds: $457M

Holders
884
Holders Change
+22
Holders Change %
+2.55%
% of All Funds
15.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
111
Increased
301
Reduced
309
Closed
81
Calls
$225M
Puts
$457M
Net Calls
-$232M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
401
Crestwood Advisors Group
Massachusetts
$1.28M +$6.53K +36 +0.6%
WAM
402
Werlinich Asset Management
Connecticut
$1.28M +$1.16M +6,415 New
Rafferty Asset Management
403
Rafferty Asset Management
New York
$1.28M +$824K +4,546 +244%
B
404
Barings
North Carolina
$1.28M +$1.16M +6,388 New
EOJOAM
405
E. Ohman J:or Asset Management
Sweden
$1.26M +$544K +3,000 +91%
DAM
406
Diamant Asset Management
Connecticut
$1.25M
Mercer Global Advisors
407
Mercer Global Advisors
Colorado
$1.25M +$790K +4,359 +228%
BWA
408
BDO Wealth Advisors
Florida
$1.25M
EWM
409
Endurance Wealth Management
Rhode Island
$1.2M
EI
410
Ethic Inc
New York
$1.19M +$271K +1,495 +33%
CAM
411
Cresset Asset Management
Illinois
$1.18M +$619K +3,412 +136%
Allianz Asset Management
412
Allianz Asset Management
Germany
$1.16M -$14.6M -80,520 -93%
NGA
413
Naples Global Advisors
Florida
$1.16M +$363 +2 +0%
CI
414
Cigna Investments
Connecticut
$1.16M +$33.5K +185 +3%
IAA
415
Independent Advisor Alliance
North Carolina
$1.15M -$42.6K -235 -4%
CAM
416
Carret Asset Management
New York
$1.14M
RG
417
Rathbones Group
United Kingdom
$1.14M
SIS
418
Sound Income Strategies
Florida
$1.13M +$1.03M +5,680 New
TBA
419
Tower Bridge Advisors
Pennsylvania
$1.13M +$306K +1,685 +42%
BF
420
BOK Financial
Oklahoma
$1.1M -$324K -1,787 -24%
V
421
Veritable
Delaware
$1.09M -$57.5K -317 -5%
BFO
422
Boston Family Office
Massachusetts
$1.08M
NL
423
NVWM LLC
Pennsylvania
$1.07M +$24.3K +134 +3%
SPIA
424
Steward Partners Investment Advisory
New York
$1.07M +$102K +565 +12%
B
425
BP
United Kingdom
$1.06M -$177K -977 -16%

SWK Hedge Fund Activity: Q1 2021 in Review

884 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2021, worth a combined $28.4B — up 12% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SWK positions and 81 closed out — a net gain of 30 holders — while 301 added to existing stakes and 309 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $201M. The largest seller was T. Rowe Price Associates, cutting an estimated $242M.

  • 884 institutional investors held Stanley Black & Decker (SWK) as of Q1 2021, up from 862 in Q4 2020.
  • Funds reported $28.4B of Stanley Black & Decker stock for Q1 2021, up 12% quarter-over-quarter.
  • 111 funds opened new Stanley Black & Decker positions in Q1 2021 and 81 closed out, a net change of +30 holders.
  • The largest Stanley Black & Decker buyer in Q1 2021 was CIBC Private Wealth Group, an estimated $201M added.
  • The largest Stanley Black & Decker seller in Q1 2021 was T. Rowe Price Associates, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2021.