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Stanley Black & Decker

886 hedge funds and large institutions have $24.5B invested in Stanley Black & Decker in 2021 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 351 increasing their positions, 297 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 297

0.66% less ownership

Funds ownership: 86.54%85.88% (-0.66%)

4% less funds holding

Funds holding: 923886 (-37)

14% less capital invested

Capital invested by funds: $28.6B → $24.5B (-$4.07B)

17% less call options, than puts

Call options by funds: $131M | Put options by funds: $158M

25% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 105

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
886
Holders Change
-37
Holders Change %
-4.01%
% of All Funds
15.51%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
79
Increased
351
Reduced
297
Closed
105
Calls
$131M
Puts
$158M
Net Calls
-$27.3M
Net Calls Change
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
626
Allworth Financial
California
$322K +$73.3K +376 +26%
TTWM
627
TCV Trust & Wealth Management
Virginia
$322K +$358K +1,837 New
GWAM
628
Guardian Wealth Advisors (Minnesota)
Minnesota
$319K +$2.73K +14 +0.8%
PCM
629
Parsons Capital Management
Rhode Island
$318K -$58.5K -300 -14%
RMCM
630
Reynders McVeigh Capital Management
Massachusetts
$318K
MA
631
MONECO Advisors
Connecticut
$318K +$31.6K +162 +10%
PA
632
Procyon Advisors
Connecticut
$313K +$18.7K +96 +6%
IP
633
Intellectus Partners
California
$311K -$9.75K -50 -3%
JF
634
Jump Financial
Illinois
$311K +$346K +1,776 New
DAM
635
Doheny Asset Management
California
$309K -$49.1K -252 -13%
GC
636
Globeflex Capital
California
$308K +$343K +1,759 New
CA
637
Centerpoint Advisors
Massachusetts
$307K
CIA
638
Capital Investment Advisors
Georgia
$306K +$122K +628 +56%
SCM
639
Stevens Capital Management
Pennsylvania
$306K +$340K +1,744 New
CI
640
Conning Inc
Connecticut
$305K -$46.6K -239 -12%
LWAC
641
Laurel Wealth Advisors (California)
California
$303K -$17.6K -90 -5%
OWP
642
Obermeyer Wealth Partners
Colorado
$302K
SSW
643
Smith Shellnut Wilson
Mississippi
$299K +$4.68K +24 +1%
CAM
644
CenterStar Asset Management
Illinois
$296K
FMLI
645
Fukoku Mutual Life Insurance
Japan
$291K +$50.7K +260 +19%
MCM
646
Murphy Capital Management
New Jersey
$289K
TBNY
647
Trustco Bank (New York)
New York
$286K
JCIA
648
Jackson Creek Investment Advisors
Colorado
$284K -$11.3K -58 -3%
WFMPM
649
Woodley Farra Manion Portfolio Management
Indiana
$283K
C
650
Certuity
Florida
$280K +$109K +558 +54%

SWK Hedge Fund Activity: Q3 2021 in Review

886 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q3 2021, worth a combined $24.5B — down 14% from $28.6B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of SWK and 79 opened new positions — a net loss of 26 holders — while 297 trimmed existing stakes and 351 added.

The largest buyer was BlackRock, adding an estimated $157M. The largest seller was JP Morgan Chase, cutting an estimated $338M.

  • 886 institutional investors held Stanley Black & Decker (SWK) as of Q3 2021, down from 923 in Q2 2021.
  • Funds reported $24.5B of Stanley Black & Decker stock for Q3 2021, down 14% quarter-over-quarter.
  • 79 funds opened new Stanley Black & Decker positions in Q3 2021 and 105 closed out, a net change of -26 holders.
  • The largest Stanley Black & Decker buyer in Q3 2021 was BlackRock, an estimated $157M added.
  • The largest Stanley Black & Decker seller in Q3 2021 was JP Morgan Chase, an estimated $338M sold.

Based on aggregated 13F filings for Q3 2021.