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Stanley Black & Decker

741 hedge funds and large institutions have $11.2B invested in Stanley Black & Decker in 2023 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 252 increasing their positions, 259 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 70

22% more call options, than puts

Call options by funds: $141M | Put options by funds: $115M

2% more funds holding

Funds holding: 726741 (+15)

3% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 259

3.38% less ownership

Funds ownership: 91.1%87.72% (-3.4%)

14% less capital invested

Capital invested by funds: $13.1B → $11.2B (-$1.82B)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
741
Holders Change
+15
Holders Change %
+2.07%
% of All Funds
11.76%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
95
Increased
252
Reduced
259
Closed
70
Calls
$141M
Puts
$115M
Net Calls
+$25.7M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$78.7M +$6.94M +74,943 +9%
Stifel Financial
27
Stifel Financial
Missouri
$73.8M -$2.27M -24,481 -3%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$62.9M +$237K +2,562 +0.3%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$58.6M +$20.7M +223,632 +47%
Amundi
30
Amundi
France
$58.2M -$33M -356,528 -33%
UBS Group
31
UBS Group
Switzerland
$57.3M +$2.39M +25,786 +4%
PA
32
Paralel Advisors
Colorado
$56.8M
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$56.6M -$3.97M -42,900 -6%
NIG
34
NFJ Investment Group
Texas
$55M -$15M -161,811 -20%
KCM
35
Kensico Capital Management
Connecticut
$55M +$20.2M +218,200 +50%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$53M -$97.3K -1,050 -0.2%
Bank of America
37
Bank of America
North Carolina
$52.8M -$19.1M -206,462 -25%
FCM
38
Frontier Capital Management
Massachusetts
$52.1M -$72.4K -782 -0.1%
AI
39
Ariel Investments
Illinois
$50.3M -$627K -6,766 -1%
Renaissance Technologies
40
Renaissance Technologies
New York
$48.7M -$32.2M -347,550 -37%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$48.1M -$7.09M -76,497 -12%
Fidelity International
42
Fidelity International
Bermuda
$45.6M +$808K +8,723 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$41.2M -$5.56M -60,000 -11%
CIP
44
Cornerstone Investment Partners
Georgia
$40.8M -$801K -8,641 -2%
Two Sigma Investments
45
Two Sigma Investments
New York
$39.9M +$3.34M +36,033 +8%
N
46
Nuveen
North Carolina
$39.6M -$138K -1,491 -0.3%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$38.2M +$7.25M +78,201 +21%
Deutsche Bank
48
Deutsche Bank
Germany
$36.1M +$3.77M +40,679 +10%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$35.9M -$3.48M -37,600 -8%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$34.2M -$692K -7,474 -2%

SWK Hedge Fund Activity: Q3 2023 in Review

741 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2023, worth a combined $11.2B — down 14% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SWK positions and 70 closed out — a net gain of 25 holders — while 252 added to existing stakes and 259 trimmed.

The largest buyer was Norges Bank, adding an estimated $34.5M. The largest seller was Capital Research Global Investors, cutting an estimated $267M.

  • 741 institutional investors held Stanley Black & Decker (SWK) as of Q3 2023, up from 726 in Q2 2023.
  • Funds reported $11.2B of Stanley Black & Decker stock for Q3 2023, down 14% quarter-over-quarter.
  • 95 funds opened new Stanley Black & Decker positions in Q3 2023 and 70 closed out, a net change of +25 holders.
  • The largest Stanley Black & Decker buyer in Q3 2023 was Norges Bank, an estimated $34.5M added.
  • The largest Stanley Black & Decker seller in Q3 2023 was Capital Research Global Investors, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2023.