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Stanley Black & Decker

726 hedge funds and large institutions have $13.1B invested in Stanley Black & Decker in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 264 increasing their positions, 253 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

22% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 68

18% more capital invested

Capital invested by funds: $11.1B → $13.1B (+$2B)

11% more call options, than puts

Call options by funds: $162M | Put options by funds: $146M

2% more funds holding

Funds holding: 713726 (+13)

1.19% more ownership

Funds ownership: 89.92%91.1% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 253

Holders
726
Holders Change
+13
Holders Change %
+1.82%
% of All Funds
11.4%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
83
Increased
264
Reduced
253
Closed
68
Calls
$162M
Puts
$146M
Net Calls
+$16.7M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
651
Farther Finance Advisors
California
$13.7K -$828 -10 -6%
CSPIA
652
Cary Street Partners Investment Advisory
Virginia
$13.3K +$83 +1 +0.7%
CIA
653
Cape Investment Advisory
Georgia
$13.1K
SS
654
Sunbelt Securities
Texas
$12.7K +$166 +2 +1%
CSB
655
City State Bank
Iowa
$12K
EWM
656
Evermay Wealth Management
Virginia
$11.8K
SCA
657
Stonebridge Capital Advisors
Minnesota
$11.7K -$1.57K -19 -13%
GKIM
658
GW&K Investment Management
Massachusetts
$11K +$9.69K +117 New
SF
659
Safeguard Financial
Wisconsin
$11K +$10.3K +125 New
DI
660
Disciplined Investments
Oklahoma
$10.8K -$248 -3 -3%
ZB
661
Zions Bancorporation
Utah
$10.4K +$662 +8 +8%
TFP
662
Tilia Fiduciary Partners
North Carolina
$10.3K
DAC
663
Dividend Assets Capital
South Carolina
$10K -$7.53K -91 -47%
DSC
664
Duncker Streett & Co
Missouri
$9.37K
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$9.13K
PWMG
666
Prestige Wealth Management Group
New Jersey
$8.34K -$1.24K -15 -14%
CMP
667
Coston McIsaac & Partners
Maine
$8K
BONH
668
Bank of New Hampshire
New Hampshire
$7.96K
FCMT
669
Founders Capital Management (Texas)
Texas
$7.78K
AWM
670
AllSquare Wealth Management
New York
$7.75K
SWA
671
Sutton Wealth Advisors
Florida
$7.68K +$1.41K +17 +26%
EARNEST Partners
672
EARNEST Partners
Georgia
$7.59K
ME
673
McIlrath & Eck
Washington
$7.03K
GIS
674
Grayhawk Investment Strategies
Alberta, Canada
$6.37K
WPA
675
West Paces Advisors
Georgia
$6K -$4.55K -55 -46%

SWK Hedge Fund Activity: Q2 2023 in Review

726 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2023, worth a combined $13.1B — up 18% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SWK positions and 68 closed out — a net gain of 15 holders — while 264 added to existing stakes and 253 trimmed.

The largest buyer was Federated Hermes, adding an estimated $101M. The largest seller was Renaissance Technologies, cutting an estimated $51.6M.

  • 726 institutional investors held Stanley Black & Decker (SWK) as of Q2 2023, up from 713 in Q1 2023.
  • Funds reported $13.1B of Stanley Black & Decker stock for Q2 2023, up 18% quarter-over-quarter.
  • 83 funds opened new Stanley Black & Decker positions in Q2 2023 and 68 closed out, a net change of +15 holders.
  • The largest Stanley Black & Decker buyer in Q2 2023 was Federated Hermes, an estimated $101M added.
  • The largest Stanley Black & Decker seller in Q2 2023 was Renaissance Technologies, an estimated $51.6M sold.

Based on aggregated 13F filings for Q2 2023.