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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
BWL
601
Bogart Wealth LLC
Virginia
$38.1K +$440 +5 +1%
DMBA
602
Deseret Mutual Benefit Administrators
Utah
$36.7K
CH
603
Cromwell Holdings
Wyoming
$35.8K +$39.4K +448 New
FG
604
Fairman Group
Pennsylvania
$35.4K -$5.72K -65 -13%
AA
605
AlphaMark Advisors
Kentucky
$32K +$35.2K +400 New
ADL
606
Asset Dedication LLC
California
$29.1K
MRCM
607
M&R Capital Management
New Jersey
$27.8K +$88 +1 +0.3%
CSWM
608
Cassady Schiller Wealth Management
Ohio
$25.4K
WWM
609
Wolff Wiese Magana
California
$24K +$26.4K +300 New
JFA
610
JNBA Financial Advisors
Minnesota
$21.9K
FLPIM
611
F.L. Putnam Investment Management
Massachusetts
$20.4K -$219K -2,487 -91%
PMFA
612
Plante Moran Financial Advisors
Michigan
$20.4K
CSC
613
Caldwell Sutter Capital
California
$20.3K -$42K -477 -65%
CMP
614
Coston McIsaac & Partners
Maine
$20K +$2.64K +30 +13%
BFEC
615
Benjamin F. Edwards & Company
Missouri
$19K
LC
616
Lindbrook Capital
California
$18.9K +$264 +3 +1%
CT
617
Caldwell Trust
Florida
$18.8K -$6.25K -71 -23%
IC
618
Innealta Capital
Texas
$18.5K +$20.4K +232 New
TAM
619
Tucker Asset Management
Colorado
$18.1K
VWM
620
Valley Wealth Managers
New Jersey
$18K
CIA
621
Cape Investment Advisory
Georgia
$17.7K +$7.13K +81 +58%
GIA
622
GHP Investment Advisors
Colorado
$16K
OPTFSNA
623
Old Point Trust & Financial Services N A
Virginia
$16K
SIC
624
Salem Investment Counselors
North Carolina
$16K
PBK
625
Peoples Bank (Kansas)
Kansas
$16K

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.