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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
OF
526
Outfitter Financial
Maine
$524K
CA
527
Cetera Advisors
Colorado
$517K -$68.7K -379 -13%
HC
528
Henshaw Capital
Massachusetts
$515K
FHA
529
First Horizon Advisors
Tennessee
$511K +$145K +801 +45%
TIA
530
Trust Investment Advisors
Indiana
$508K
MBT
531
Montecito Bank & Trust
California
$503K
GWSG
532
GPS Wealth Strategies Group
Colorado
$503K +$27.7K +153 +6%
GIA
533
Guyasuta Investment Advisors
Pennsylvania
$502K
CA
534
Capitolis Advisors
New York
$501K -$1.23M -6,793 -73%
UCFA
535
United Capital Financial Advisors
Texas
$500K -$25.4K -140 -5%
JCIA
536
Jackson Creek Investment Advisors
Colorado
$498K -$5.26K -29 -1%
SWM
537
SeaCrest Wealth Management
New York
$495K +$64.5K +356 +17%
BCP
538
Blackhawk Capital Partners
Wisconsin
$490K -$118K -653 -19%
PA
539
Profund Advisors
Maryland
$490K +$15.2K +84 +4%
EWA
540
EP Wealth Advisors
California
$484K -$10.3K -57 -2%
CAG
541
Csenge Advisory Group
Florida
$480K -$6.89K -38 -2%
BIM
542
Baldwin Investment Management
Pennsylvania
$476K -$65.8K -363 -13%
SB
543
Sunflower Bank
Texas
$475K
LS
544
Livforsakringsbolaget Skandia
Sweden
$470K
OC
545
Oarsman Capital
Wisconsin
$469K -$15.4K -85 -3%
MCWS
546
McKinley Carter Wealth Services
West Virginia
$469K -$1.63K -9 -0.4%
SC
547
Savant Capital
Illinois
$467K
JCM
548
Jacobi Capital Management
Pennsylvania
$462K +$725 +4 +0.2%
FTDI
549
First Trust Direct Indexing
Massachusetts
$462K +$32.1K +177 +8%
OWP
550
Obermeyer Wealth Partners
Colorado
$462K +$419K +2,312 New

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.