SWK icon

Stanley Black & Decker
SWK

Overview Fund Activity

709 hedge funds and large institutions have $11.1B invested in Stanley Black & Decker in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 276 increasing their positions, 242 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
-14
Holders Change %
-1.94%
% of All Funds
11.35%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
83
Increased
276
Reduced
242
Closed
86
Calls
$134M
Puts
$136M
Net Calls
-$2.03M
Net Calls Change
-$16.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$225M
2
Invesco
Invesco
Georgia
+$132M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$129M
4
CET
Clean Energy Transition
United Kingdom
+$121M
5
State Street
State Street
Massachusetts
+$70.5M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$134M
2
GA
Greenhaven Associates
New York
-$103M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$87.8M
4
Morgan Stanley
Morgan Stanley
New York
-$68.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$62.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LD
426
Lipe & Dalton
New York
$336K – – –
BRWA
427
B. Riley Wealth Advisors
Florida
$333K -$54.2K -673 -14%
MGIA
428
Moneta Group Investment Advisors
Missouri
$331K +$58K +720 +21%
DI
429
DFPG Investments
Utah
$328K +$76.1K +945 +30%
EF
430
Empirical Finance
Pennsylvania
$328K +$20.3K +252 +7%
N
431
Numerai
California
$327K -$532K -6,608 -62%
ERIM
432
Eagle Ridge Investment Management
Connecticut
$324K +$20.9K +259 +7%
PFGIA
433
Patriot Financial Group Insurance Agency
Massachusetts
$324K – – –
WWM
434
Windsor Wealth Management
Indiana
$321K – – –
TF
435
TIAA FSB
Florida
$317K +$161 +2 +0.1%
KPWS
436
Kestra Private Wealth Services
Texas
$313K +$22.5K +279 +8%
GWAM
437
Guardian Wealth Advisors (Minnesota)
Minnesota
$313K +$34.3K +426 +12%
TMAM
438
Tokio Marine Asset Management
Japan
$309K +$89K +1,104 +40%
Credit Agricole
439
Credit Agricole
France
$308K +$7.49K +93 +2%
TC
440
TownSquare Capital
Utah
$308K -$82.8K -1,028 -21%
JWCA
441
J.W. Cole Advisors
Florida
$307K -$5.24K -65 -2%
CB
442
CNB Bank
Pennsylvania
$303K – – –
ACIM
443
Azimuth Capital Investment Management
Michigan
$300K +$300K +3,725 New
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$300K -$53.4K -663 -15%
PFO
445
Pathstone Family Office
New Jersey
$300K -$279K -3,429 -48%
PWP
446
Principle Wealth Partners
Connecticut
$296K -$20.1K -250 -6%
UB
447
UMB Bank
Missouri
$295K -$1.77K -22 -0.6%
TF
448
Tompkins Financial
New York
$293K +$121K +1,500 +70%
IC
449
IEQ Capital
California
$292K +$292K +3,629 New
Vontobel Holding
450
Vontobel Holding
Switzerland
$291K -$10.1K -125 -3%
16 17
18
19 20