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Stanley Black & Decker
SWK

727 hedge funds and large institutions have $10.3B invested in Stanley Black & Decker in 2022 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 261 increasing their positions, 277 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

13% more call options, than puts

Call options by funds: $126M | Put options by funds: $111M

4% more capital invested

Capital invested by funds: $9.91B → $10.3B (+$419M)

0.62% less ownership

Funds ownership: 89.16% → 88.54% (-0.62%)

3% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 100

6% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 277

2% less funds holding

Funds holding: 743 → 727 (-16)

Holders
727
Holders Change
-16
Holders Change %
-2.15%
% of All Funds
11.69%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
97
Increased
261
Reduced
277
Closed
100
Calls
$126M
Puts
$111M
Net Calls
+$14.6M
Net Calls Change
-$17.4M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$420M
2
State Street
State Street
Massachusetts
+$195M
3
Ameriprise
Ameriprise
Minnesota
+$109M
4
ProShare Advisors
ProShare Advisors
Maryland
+$60.2M
5
Invesco
Invesco
Georgia
+$58.5M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$393M
2
Bank of America
Bank of America
North Carolina
-$106M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$96M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$67.6M
5
Franklin Resources
Franklin Resources
California
-$64.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
701
Proffitt & Goodson
Tennessee
$1.28K – – –
SIC
702
SJS Investment Consulting
Ohio
$1.2K -$312 -4 -20%
HS
703
Horan Securities
United States
$1.13K +$1.17K +15 New
AWM
704
Abound Wealth Management
Tennessee
$1.05K – – –
IAA
705
Independent Advisor Alliance
North Carolina
$1.01K +$160K +2,053 +18%
SFA
706
Semmax Financial Advisors
North Carolina
$1K – – –
Lazard Asset Management
707
Lazard Asset Management
New York
$1K +$780 +10 +125%
M
708
MOTCO
Texas
$977 – – –
AF
709
Affiance Financial
Minnesota
$977 +$1.01K +13 New
MA
710
MCF Advisors
Kentucky
$901 – – –
BWAM
711
Boyd Watterson Asset Management
Ohio
$901 +$937 +12 New
ACA
712
Atlas Capital Advisors
Wyoming
$826 – – –
EBA
713
Eagle Bay Advisors
New York
$751 – – –
ECM
714
Everence Capital Management
Indiana
$668 +$298K +3,820 +75%
GEA
715
Glen Eagle Advisors
New Jersey
$601 – – –
JWM
716
Janiczek Wealth Management
Colorado
$518 – – –
FWM
717
Focused Wealth Management
New York
$392 -$624 -8 -62%
AA
718
Addison Advisors
Vermont
$376 +$390 +5 New
OSNBOA
719
Old Second National Bank of Aurora
Illinois
$300 – – –
SIS
720
Sound Income Strategies
Florida
$300 – – –
FFC
721
First Financial Corp
Indiana
$225 – – –
DWA
722
Delos Wealth Advisors
Texas
$150 – – –
TWD
723
True Wealth Design
Ohio
$150 +$156 +2 New
HNWAG
724
High Net Worth Advisory Group
Florida
$41 -$11.2K -144 -99%
CMP
725
Coston McIsaac & Partners
Maine
$6 – – –
27 28
29
30 31

SWK Hedge Fund Activity: Q4 2022 in Review

727 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2022, worth a combined $10.3B — up 4.2% from $9.91B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of SWK and 97 opened new positions — a net loss of 3 holders — while 277 trimmed existing stakes and 261 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $420M. The largest seller was Massachusetts Financial Services, cutting an estimated $393M.

  • 727 institutional investors held Stanley Black & Decker (SWK) as of Q4 2022, down from 743 in Q3 2022.
  • Funds reported $10.3B of Stanley Black & Decker stock for Q4 2022, up 4.2% quarter-over-quarter.
  • 97 funds opened new Stanley Black & Decker positions in Q4 2022 and 100 closed out, a net change of -3 holders.
  • The largest Stanley Black & Decker buyer in Q4 2022 was T. Rowe Price Associates, an estimated $420M added.
  • The largest Stanley Black & Decker seller in Q4 2022 was Massachusetts Financial Services, an estimated $393M sold.

Based on aggregated 13F filings for Q4 2022.