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Stanley Black & Decker
SWK

Overview Fund Activity

709 hedge funds and large institutions have $11.1B invested in Stanley Black & Decker in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 276 increasing their positions, 242 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
-14
Holders Change %
-1.94%
% of All Funds
11.35%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
83
Increased
276
Reduced
242
Closed
86
Calls
$134M
Puts
$136M
Net Calls
-$2.03M
Net Calls Change
-$16.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.27B
2
Invesco
Invesco
Georgia
$300M
3
Capital Research Global Investors
Capital Research Global Investors
California
$438M
4
CET
Clean Energy Transition
United Kingdom
$130M
5
State Street
State Street
Massachusetts
$950M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$17M
2
GA
Greenhaven Associates
New York
$1.16M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$31.6M
4
Morgan Stanley
Morgan Stanley
New York
$204M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
676
Tradition Wealth Management
Minnesota
$3K – – –
LJHT
677
Laurie J. Hall Trustee
$3K +$3K +41 New
KFS
678
Kelly Financial Services
Massachusetts
$2.76K – – –
SWM
679
Sugarloaf Wealth Management
Georgia
$2.58K – – –
AWM
680
Abound Wealth Management
Tennessee
$2.58K +$1.45K +18 +129%
AP
681
Arlington Partners
Alabama
$2.02K -$9.51K -118 -83%
KC
682
Knuff & Co
California
$2.02K +$2.02K +25 New
FMP
683
Financial Management Professionals
Texas
$2K – – –
HFM
684
Harvest Fund Management
China
$2K – – –
VNA
685
Valley National Advisers
Pennsylvania
$2K +$2K +25 New
CWP
686
Concord Wealth Partners
Virginia
$1.93K -$16.4K -204 -89%
BWM
687
Baystate Wealth Management
Massachusetts
$1.8K – – –
PCA
688
Providence Capital Advisors
North Carolina
$1.45K – – –
GBT
689
Grove Bank & Trust
Florida
$1.37K -$18.6K -231 -93%
PG
690
Proffitt & Goodson
Tennessee
$1.37K – – –
VWM
691
Venturi Wealth Management
Texas
$1.21K +$1.21K +15 New
SIC
692
SJS Investment Consulting
Ohio
$1.13K -$161 -2 -13%
Lazard Asset Management
693
Lazard Asset Management
New York
$1K – – –
BWAM
694
Boyd Watterson Asset Management
Ohio
$967 – – –
ACA
695
Atlas Capital Advisors
Wyoming
$886 – – –
MCM
696
Manchester Capital Management
Vermont
$806 -$1.21K -15 -60%
EBA
697
Eagle Bay Advisors
New York
$806 – – –
ECM
698
Everence Capital Management
Indiana
$716 – – –
GEA
699
Glen Eagle Advisors
New Jersey
$645 – – –
TCA
700
Trifecta Capital Advisors
Illinois
$645 +$645 +8 New
26 27
28
29 30