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Stanley Black & Decker

726 hedge funds and large institutions have $10.8B invested in Stanley Black & Decker in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 275 increasing their positions, 270 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $201M | Put options by funds: $148M

2% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 270

1.53% less ownership

Funds ownership: 89.62%88.09% (-1.5%)

7% less funds holding

Funds holding: 783726 (-57)

20% less capital invested

Capital invested by funds: $13.5B → $10.8B (-$2.65B)

41% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 116

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
726
Holders Change
-57
Holders Change %
-7.28%
% of All Funds
10.49%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
68
Increased
275
Reduced
270
Closed
116
Calls
$201M
Puts
$148M
Net Calls
+$52.9M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
551
Private Trust Company
Ohio
$131K -$61.8K -702 -30%
MA
552
MCF Advisors
Kentucky
$127K
OAM
553
Ostrum Asset Management
France
$123K -$10.7K -121 -7%
FFO
554
Fortitude Family Office
Arizona
$121K
CWM
555
Compass Wealth Management
Connecticut
$120K -$817K -9,275 -86%
SPIA
556
Steward Partners Investment Advisory
New York
$119K -$15.8K -180 -11%
HBW
557
Hazlett, Burt & Watson
West Virginia
$119K
GWSG
558
GPS Wealth Strategies Group
Colorado
$115K -$12.7K -144 -9%
SWM
559
Spire Wealth Management
Virginia
$110K +$352 +4 +0.3%
QL
560
Quarry LP
New York
$105K +$106K +1,200 +1,091%
CT
561
Colonial Trust
South Carolina
$104K -$17.2K -195 -13%
IA
562
Icon Advisers
Colorado
$104K +$114K +1,300 New
ETC
563
Exchange Traded Concepts
Oklahoma
$103K +$18.6K +211 +19%
VCM
564
Versant Capital Management
Arizona
$101K +$78.3K +889 +240%
GRP
565
Global Retirement Partners
California
$99.5K +$1.58K +18 +1%
CFM
566
Catalyst Funds Management
Australia
$95.9K +$26.4K +300 +33%
N
567
Natixis
France
$95.7K -$62.3K -707 -37%
SP
568
SWS Partners
Ohio
$95.5K +$105K +1,195 New
GWM
569
Geneos Wealth Management
Colorado
$84.1K +$176 +2 +0.2%
VWM
570
Venturi Wealth Management
Texas
$83.6K +$49.3K +560 +115%
CAS
571
Coppell Advisory Solutions
Texas
$79.9K +$88.1K +1,000 New
PA
572
Parallel Advisors
California
$72.9K -$20.3K -231 -20%
SIS
573
Sound Income Strategies
Florida
$71.9K
AS
574
AM Squared
Hong Kong
$71.9K +$79.2K +900 New
WT
575
Whittier Trust
California
$71.9K -$2.29K -26 -3%

SWK Hedge Fund Activity: Q2 2024 in Review

726 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2024, worth a combined $10.8B — down 20% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of SWK and 68 opened new positions — a net loss of 48 holders — while 270 trimmed existing stakes and 275 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $106M. The largest seller was Federated Hermes, cutting an estimated $130M.

  • 726 institutional investors held Stanley Black & Decker (SWK) as of Q2 2024, down from 783 in Q1 2024.
  • Funds reported $10.8B of Stanley Black & Decker stock for Q2 2024, down 20% quarter-over-quarter.
  • 68 funds opened new Stanley Black & Decker positions in Q2 2024 and 116 closed out, a net change of -48 holders.
  • The largest Stanley Black & Decker buyer in Q2 2024 was T. Rowe Price Associates, an estimated $106M added.
  • The largest Stanley Black & Decker seller in Q2 2024 was Federated Hermes, an estimated $130M sold.

Based on aggregated 13F filings for Q2 2024.