We are live on ! Find out more
SWK icon

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
MSFP
651
Mark Sheptoff Financial Planning
Connecticut
$9.13K
VNA
652
Valley National Advisers
Pennsylvania
$9K -$6.6K -75 -38%
GKIM
653
GW&K Investment Management
Massachusetts
$9K +$2.47K +28 +31%
NSIM
654
North Star Investment Management
Illinois
$7.99K -$27.6K -314 -76%
AWM
655
AllSquare Wealth Management
New York
$7.99K
TFIPS
656
Towarzystwo Funduszy Inwestycyjnych PZU SA
$7.99K
RF
657
Robinswood Financial
Washington
$7.99K +$3.52K +40 +67%
NS
658
NBC Securities
Alabama
$7K
BONH
659
Bank of New Hampshire
New Hampshire
$6.79K
FCMT
660
Founders Capital Management (Texas)
Texas
$6.63K
ZB
661
Zions Bancorporation
Utah
$6.55K -$1.5K -17 -17%
JWA
662
JFS Wealth Advisors
Pennsylvania
$6.55K +$440 +5 +6%
BGAI
663
Bruce G. Allen Investments
Colorado
$6.23K -$2.91K -33 -30%
ME
664
McIlrath & Eck
Washington
$5.99K
HGA
665
Hobbs Group Advisors
South Carolina
$5.99K +$6.6K +75 New
HCP
666
Hexagon Capital Partners
Arkansas
$5.91K -$3.96K -45 -38%
PWMG
667
Prestige Wealth Management Group
New Jersey
$5.59K
CPG
668
Custom Portfolio Group
Colorado
$5.59K
GIS
669
Grayhawk Investment Strategies
Alberta, Canada
$5.43K
LIA
670
Lynx Investment Advisory
District of Columbia
$5.19K +$5.72K +65 New
WPA
671
West Paces Advisors
Georgia
$5.11K -$1.23K -14 -18%
MCM
672
Manchester Capital Management
Vermont
$4.95K +$1.58K +18 +41%
OLVIG
673
Oliver Lagore Vanvalin Investment Group
Michigan
$4.79K
TFF
674
The Family Firm
Maryland
$4.79K +$5.28K +60 New
WAG
675
Wiser Advisor Group
Arizona
$4.56K +$176 +2 +4%

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.