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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 %
BF
551
BOK Financial
Oklahoma
$105K +$105K +1,298 New
CFGS
552
Concourse Financial Group Securities
Alabama
$102K -$2.98K -37 -3%
Capstone Investment Advisors
553
Capstone Investment Advisors
New York
$100K -$21K -260 -17%
PFA
554
Pathway Financial Advisers
Indiana
$95.5K +$21.4K +266 +29%
TCOV
555
Trust Company of Vermont
Vermont
$92.7K – – –
IGWM
556
ICA Group Wealth Management
Colorado
$84.9K +$44.7K +555 +111%
TPCW
557
TD Private Client Wealth
New York
$84.4K +$1.69K +21 +2%
BAAM
558
Baker Avenue Asset Management
California
$81.3K -$806 -10 -1%
MWM
559
Mascoma Wealth Management
New Hampshire
$79.7K – – –
SIM
560
Sentry Investment Management
Wisconsin
$79K – – –
WT
561
Whittier Trust
California
$78.6K +$5.08K +63 +7%
QCG
562
Quadrant Capital Group
Ohio
$77.8K +$3.87K +48 +5%
LTI
563
Laffer Tengler Investments
Tennessee
$74.5K – – –
T
564
TOBAM
France
$71K +$33.2K +411 +88%
ASN
565
Advisory Services Network
Georgia
$70.5K -$32.3K -401 -31%
ETC
566
Exchange Traded Concepts
Oklahoma
$70K +$8.46K +105 +14%
BWA
567
BDO Wealth Advisors
Florida
$67.4K -$28.9K -358 -30%
PCM
568
Penserra Capital Management
California
$64K – – –
O
569
Ossiam
France
$63.9K -$23K -285 -26%
GWM
570
Geneos Wealth Management
Colorado
$60.9K +$161 +2 +0.3%
NSIM
571
North Star Investment Management
Illinois
$60.9K – – –
CT
572
Cambridge Trust
Massachusetts
$60.4K -$20.1K -250 -25%
TFA
573
Transamerica Financial Advisors
Florida
$57K -$82 -1 -0.1%
TSW
574
Thompson Siegel & Walmsley
Virginia
$56K – – –
PA
575
Parallel Advisors
California
$55.8K +$2.02K +25 +4%
21 22
23
24 25