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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
PFGIA
451
Patriot Financial Group Insurance Agency
Massachusetts
$325K -$7.57K -86 -2%
GWM
452
GSB Wealth Management
Connecticut
$325K +$14.3K +162 +4%
AIM
453
Aigen Investment Management
New York
$323K +$355K +4,037 New
NIM
454
NEOS Investment Management
Connecticut
$321K +$87.7K +996 +33%
QOP
455
Quinn Opportunity Partners
Virginia
$320K +$352K +4,000 New
PI
456
PFG Investments
New York
$317K +$31.9K +362 +10%
TPCW
457
TD Private Client Wealth
New York
$309K +$330K +3,744 +2,995%
TCOV
458
Trust Company of Vermont
Vermont
$306K +$792 +9 +0.2%
LFA
459
Legacy Financial Advisors
Kentucky
$306K +$337K +3,826 New
TIAA Trust, National Association
460
TIAA Trust, National Association
North Carolina
$303K -$3.87K -44 -1%
CB
461
CNB Bank
Pennsylvania
$301K
MCM
462
MAI Capital Management
Ohio
$299K -$142K -1,617 -30%
PAM
463
Palisade Asset Management
Minnesota
$298K -$98.2K -1,115 -23%
CIA
464
Capital Investment Advisors
Georgia
$296K -$11.6K -132 -3%
MGIA
465
Moneta Group Investment Advisors
Missouri
$296K -$29.2K -332 -8%
AMG
466
Advisors Management Group
Wisconsin
$296K -$39.3K -446 -11%
EF
467
Empowered Funds
Pennsylvania
$294K +$39.4K +448 +14%
ACIM
468
Azimuth Capital Investment Management
Michigan
$294K -$4.4K -50 -1%
HR
469
Hardy Reed
Mississippi
$286K +$315K +3,581 New
GWAM
470
Guardian Wealth Advisors (Minnesota)
Minnesota
$284K -$2.29K -26 -0.7%
ALAM
471
Asahi Life Asset Management
Japan
$280K +$309K +3,505 New
MCM
472
Mendel Capital Management
Arkansas
$279K +$9.77K +111 +3%
VCA
473
Verdence Capital Advisors
Maryland
$278K -$3.88M -44,013 -93%
VI
474
Vestcor Inc
New Brunswick, Canada
$273K
WF
475
Welch & Forbes
Massachusetts
$273K -$75.8K -861 -20%

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.