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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
WS
676
Wedbush Securities
California
$251K +$18.7K +103 +9%
HAG
677
HighPoint Advisor Group
Illinois
$249K -$46.6K -257 -17%
APP
678
Avantax Planning Partners
Iowa
$249K
SFS
679
Summit Financial Strategies
Ohio
$249K +$2.18K +12 +0.4%
JIC
680
Johnson Investment Counsel
Ohio
$247K
WIC
681
Wilkins Investment Counsel
Massachusetts
$240K -$27.2K -150 -11%
ST
682
Sabal Trust
Florida
$240K -$907 -5 -0.4%
AIS
683
American Investment Services
Massachusetts
$240K
CCA
684
Checchi Capital Advisers
California
$238K -$1.45K -8 -0.7%
FCBT
685
First Citizens Bank & Trust
North Carolina
$238K +$216K +1,194 New
CFG
686
Citizens Financial Group
Rhode Island
$237K
WA
687
WP Advisors
California
$235K -$17.4K -96 -8%
EI
688
Ellevest Inc
New York
$235K +$4.71K +26 +2%
TCM
689
Tradewinds Capital Management
Washington
$234K
DZ Bank
690
DZ Bank
Germany
$232K
TMAM
691
Tokio Marine Asset Management
Japan
$230K +$209K +1,150 New
BTW
692
Boston Trust Walden
Massachusetts
$228K
WCM
693
WealthBridge Capital Management
Ohio
$227K -$9.07K -50 -4%
C
694
Certuity
Florida
$227K +$3.63K +20 +2%
EWM
695
Evermay Wealth Management
Virginia
$225K
PIM
696
Penobscot Investment Management
Massachusetts
$225K
B
697
Bailard
California
$224K +$204K +1,123 New
CT
698
Cambridge Trust
Massachusetts
$223K -$12K -66 -6%
BSW
699
Buckingham Strategic Wealth
Missouri
$223K +$203K +1,118 New
AIC
700
Ameritas Investment Company
Nebraska
$220K -$113K -624 -36%

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.