SWK icon

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 %
ADL
601
Asset Dedication LLC
California
$30K -$2.62K -32 -8%
EWA
602
EverSource Wealth Advisors
Alabama
$28K -$645 -8 -2%
MRCM
603
M&R Capital Management
New Jersey
$28K +$12.7K +158 +84%
VCM
604
Versant Capital Management
Arizona
$27.8K – – –
CAL
605
Capital Analysts LLC
Pennsylvania
$27K +$27K +335 New
PFBT
606
Parkside Financial Bank & Trust
Missouri
$26.7K +$81 +1 +0.3%
CSWM
607
Cassady Schiller Wealth Management
Ohio
$25.6K – – –
SIC
608
Salem Investment Counselors
North Carolina
$24.2K -$1.06M -13,205 -98%
MCM
609
MV Capital Management
Maryland
$24.2K +$16.5K +205 +216%
PB
610
Pinnacle Bancorp
Nebraska
$24.2K +$24.2K +300 New
PMFA
611
Plante Moran Financial Advisors
Michigan
$20.5K – – –
AF
612
Advisornet Financial
Minnesota
$20K -$5.4K -67 -21%
IA
613
IFP Advisors
Florida
$19.8K -$24.8K -175 -56%
JFA
614
JNBA Financial Advisors
Minnesota
$19.6K – – –
CLOS
615
Compagnie Lombard Odier SCmA
Switzerland
$18.9K – – –
TAM
616
Tucker Asset Management
Colorado
$18.3K – – –
Commonwealth Equity Services
617
Commonwealth Equity Services
Massachusetts
$16.6K +$2.34K +29,022 +16%
KFI
618
Key Financial Inc
Pennsylvania
$15.7K – – –
NECFA
619
New England Capital Financial Advisors
Connecticut
$15.7K – – –
HCP
620
Hexagon Capital Partners
Arkansas
$15.6K – – –
TWA
621
TCI Wealth Advisors
Arizona
$14.6K -$40.5K -502 -73%
DAC
622
Dividend Assets Capital
South Carolina
$14K – – –
AWM
623
Accel Wealth Management
Iowa
$13.4K +$80 +1 +0.6%
HIA
624
Harbor Investment Advisory
Maryland
$13.3K – – –
RTC
625
Riverview Trust Company
Washington
$12.7K – – –
23 24
25
26 27