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Stanley Black & Decker

884 hedge funds and large institutions have $28.4B invested in Stanley Black & Decker in 2021 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 301 increasing their positions, 309 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

37% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 81

12% more capital invested

Capital invested by funds: $25.5B → $28.4B (+$2.94B)

3% more funds holding

Funds holding: 862884 (+22)

0.45% less ownership

Funds ownership: 89.12%88.67% (-0.45%)

3% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 309

51% less call options, than puts

Call options by funds: $225M | Put options by funds: $457M

Holders
884
Holders Change
+22
Holders Change %
+2.55%
% of All Funds
15.52%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
111
Increased
301
Reduced
309
Closed
81
Calls
$225M
Puts
$457M
Net Calls
-$232M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
651
Fukoku Mutual Life Insurance
Japan
$280K -$36.3K -200 -13%
Carson Wealth (CWM LLC)
652
Carson Wealth (CWM LLC)
Nebraska
$280K
ER
653
Enlightenment Research
Florida
$280K +$254K +1,400 New
TA
654
Townsend & Associates
Colorado
$278K +$181 +1 +0.1%
HR
655
Howe & Rusling
New York
$274K +$16.3K +90 +7%
BAIA
656
Bel Air Investment Advisors
California
$271K +$246K +1,357 New
CCM
657
Coldstream Capital Management
Washington
$269K +$18.5K +102 +8%
Cetera Investment Advisers
658
Cetera Investment Advisers
Illinois
$268K -$33.5K -185 -12%
IC
659
IEQ Capital
California
$267K +$242K +1,335 New
HI
660
Harbour Investments
Wisconsin
$267K +$242K +1,336 New
CC
661
Courier Capital
New York
$266K
AT
662
Arden Trust
Delaware
$265K -$3.44K -19 -1%
WSFS
663
Wilmington Savings Fund Society
Delaware
$263K -$57.3K -316 -19%
PCG
664
Private Capital Group
Connecticut
$261K -$14.1K -78 -6%
CBT
665
Capital Bank & Trust
California
$260K -$40.4K -223 -15%
TFS
666
Thoroughbred Financial Services
Tennessee
$260K +$30.5K +168 +15%
BA
667
Bluesphere Advisors
Pennsylvania
$258K +$234K +1,290 New
AAS
668
Avantax Advisory Services
Texas
$257K -$1.8M -9,919 -89%
BIM
669
Bridges Investment Management
Nebraska
$257K -$43.9K -242 -16%
PWA
670
Providence Wealth Advisors
Illinois
$257K
EGM
671
Engineers Gate Manager
New York
$256K -$1.99M -10,977 -90%
SCA
672
Snowden Capital Advisors
New York
$256K +$232K +1,281 New
PGFC
673
Peapack-Gladstone Financial Corp
New Jersey
$254K +$19K +105 +9%
RMC
674
Resources Management Corp
Connecticut
$253K +$8.16K +45 +4%
SCI
675
S&CO Inc
Massachusetts
$251K

SWK Hedge Fund Activity: Q1 2021 in Review

884 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q1 2021, worth a combined $28.4B — up 12% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new SWK positions and 81 closed out — a net gain of 30 holders — while 301 added to existing stakes and 309 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $201M. The largest seller was T. Rowe Price Associates, cutting an estimated $242M.

  • 884 institutional investors held Stanley Black & Decker (SWK) as of Q1 2021, up from 862 in Q4 2020.
  • Funds reported $28.4B of Stanley Black & Decker stock for Q1 2021, up 12% quarter-over-quarter.
  • 111 funds opened new Stanley Black & Decker positions in Q1 2021 and 81 closed out, a net change of +30 holders.
  • The largest Stanley Black & Decker buyer in Q1 2021 was CIBC Private Wealth Group, an estimated $201M added.
  • The largest Stanley Black & Decker seller in Q1 2021 was T. Rowe Price Associates, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2021.