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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
ESB
551
Essex Savings Bank
Connecticut
$459K -$9.43K -52 -2%
SP
552
Symmetry Partners
Connecticut
$457K -$70.5K -389 -15%
GCP
553
GSA Capital Partners
United Kingdom
$457K +$151K +835 +57%
HFM
554
Hartford Financial Management
Connecticut
$456K -$18.1K -100 -4%
SW
555
SVB Wealth
Massachusetts
$446K -$40.3K -222 -9%
SF
556
Synovus Financial
Georgia
$446K -$14.3K -79 -3%
EW
557
Evoke Wealth
California
$445K
RPC
558
Rossmore Private Capital
Connecticut
$444K
VFA
559
Voya Financial Advisors
Connecticut
$443K +$31.4K +173 +8%
MAFM
560
Mid Atlantic Financial Management
Pennsylvania
$442K -$9.07K -50 -2%
BFO
561
Biltmore Family Office
North Carolina
$439K
RVPG
562
Relative Value Partners Group
$439K
AA
563
Advisory Alpha
Michigan
$437K -$13.1K -72 -3%
CI Investments Inc
564
CI Investments Inc
Ontario, Canada
$436K -$157K -866 -28%
CI
565
Conning Inc
Connecticut
$433K -$30.8K -170 -7%
ONB
566
Old National Bancorp
Indiana
$433K -$14.3K -79 -4%
IWC
567
Integrated Wealth Concepts
Massachusetts
$427K +$5.08K +28 +1%
PCM
568
Parsons Capital Management
Rhode Island
$422K
FCI
569
Financial Counselors Inc
Kansas
$420K -$168K -924 -31%
CST
570
Charles Schwab Trust
Nevada
$416K
SFG
571
Summit Financial Group
West Virginia
$415K -$18.3K -101 -5%
BIAS
572
Beacon Investment Advisory Services
New Jersey
$410K
SCM
573
Southport Capital Management
Tennessee
$410K
DAM
574
Doheny Asset Management
California
$402K
Acadian Asset Management
575
Acadian Asset Management
Massachusetts
$400K -$33K -182 -8%

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.