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Stanley Black & Decker
SWK

Overview Fund Activity

809 hedge funds and large institutions have $13.5B invested in Stanley Black & Decker in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 249 increasing their positions, 303 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+73
Holders Change %
+9.92%
% of All Funds
11.86%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
142
Increased
249
Reduced
303
Closed
59
Calls
$186M
Puts
$184M
Net Calls
+$1.53M
Net Calls Change
-$24.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$272M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$38.9M
3
BlackRock
BlackRock
New York
+$33.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$27.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$24.4M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$56.3M
2
Ameriprise
Ameriprise
Minnesota
-$46.2M
3
FCM
Frontier Capital Management
Massachusetts
-$27.3M
4
Renaissance Technologies
Renaissance Technologies
New York
-$23.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
551
Empowered Funds
Pennsylvania
$256K +$256K +2,611 New
WI
552
Wahed Invest
New York
$256K +$22.5K +229 +10%
AO
553
Advisor OS
Illinois
$255K +$2.65K +27 +1%
MA
554
MJP Associates
Connecticut
$255K +$255K +2,597 New
BBA
555
BLB&B Advisors
Pennsylvania
$254K – – –
CA
556
Claris Advisors
Missouri
$253K – – –
IGWM
557
ICA Group Wealth Management
Colorado
$253K -$23.5K -240 -9%
IFWM
558
Institute for Wealth Management
Colorado
$252K -$981 -10 -0.4%
MAM
559
Meeder Asset Management
Ohio
$250K – – –
RWM
560
Revisor Wealth Management
Ohio
$249K -$23.1K -235 -8%
DADC
561
D.A. Davidson & Co
Montana
$248K +$248K +2,532 New
LWAM
562
Legacy Wealth Asset Management
Minnesota
$248K +$1.86K +19 +0.8%
VCG
563
Vantage Consulting Group
Virginia
$247K -$18.7K -191 -7%
BP
564
Ballentine Partners
Massachusetts
$247K +$7.55K +77 +3%
OQS
565
Occudo Quantitative Strategies
Florida
$245K -$672K -6,846 -73%
PTC
566
Private Trust Company
Ohio
$245K +$62.9K +641 +35%
WCM
567
WealthBridge Capital Management
Ohio
$244K +$589 +6 +0.2%
FFA
568
Farther Finance Advisors
California
$240K +$15.2K +155 +7%
CCM
569
Coldstream Capital Management
Washington
$240K +$240K +2,444 New
ARC
570
Advisor Resource Council
Texas
$239K +$239K +2,436 New
SCI
571
Silver Coast Investments
United States
$238K +$238K +2,426 New
LNWWM
572
Laird Norton Wetherby Wealth Management
California
$237K +$237K +2,417 New
M1FG
573
Mach-1 Financial Group
Arkansas
$236K +$236K +2,410 New
GIA
574
Guyasuta Investment Advisors
Pennsylvania
$234K +$234K +2,390 New
PA
575
Procyon Advisors
Connecticut
$234K +$234K +2,383 New
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