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Stanley Black & Decker
SWK

Overview Fund Activity

720 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, 271 increasing their positions, 269 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
-55
Holders Change %
-7.1%
% of All Funds
10.47%
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
271
Reduced
269
Closed
114
Calls
$201M
Puts
$148M
Net Calls
+$52.9M
Net Calls Change
+$38.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.57B
2
BlackRock
BlackRock
New York
$1.1B
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$29.6M
4
Invesco
Invesco
Georgia
$305M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$134M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$7.96M
2
KCM
Kensico Capital Management
Connecticut
$0
3
CIP
Cornerstone Investment Partners
Georgia
$0
4
CET
Clean Energy Transition
United Kingdom
$106M
5
Morgan Stanley
Morgan Stanley
New York
$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
701
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +20 New
UWS
702
Unique Wealth Strategies
Illinois
$979 +$979 +10 New
BWAM
703
Boyd Watterson Asset Management
Ohio
$959 – – –
TCA
704
Trifecta Capital Advisors
Illinois
$959 – – –
RIA
705
Realta Investment Advisors
Delaware
$879 -$10.4K -130 -92%
ACA
706
Atlas Capital Advisors
Wyoming
$879 – – –
OWA
707
Opal Wealth Advisors
New York
$879 +$879 +11 New
TFM
708
TFC Financial Management
Massachusetts
$799 +$479 +6 +150%
TWD
709
True Wealth Design
Ohio
$720 +$240 +3 +50%
ECM
710
Everence Capital Management
Indiana
$654 – – –
PCMC
711
Planning Capital Management Corporation
Pennsylvania
$640 – – –
CJ
712
Caitlin John
Michigan
$425 +$85 +1 +25%
W
713
WealthCollab
Washington
$400 – – –
CWC
714
Carolinas Wealth Consulting
North Carolina
$400 +$400 +5 New
CTWM
715
Cherry Tree Wealth Management
Minnesota
$200 – – –
BBHC
716
Brown Brothers Harriman & Co
New York
$160 -$28.1K -351 -99%
SFC
717
Strategic Financial Concepts
Texas
$100 +$100 +10,605 New
DWM
718
Dogwood Wealth Management
Kansas
$2 -$2 – –
KCM
719
Kensico Capital Management
Connecticut
– -$59M -602,700 Closed
CIP
720
Cornerstone Investment Partners
Georgia
– -$48.8M -498,434 Closed
National Pension Service
721
National Pension Service
South Korea
– -$25.7M -262,495 Closed
IP
722
Interval Partners
New York
– -$11.9M -121,652 Closed
CSS
723
Cubist Systematic Strategies
Connecticut
– -$9.25M -94,437 Closed
Qube Research & Technologies (QRT)
724
Qube Research & Technologies (QRT)
United Kingdom
– -$9.08M -92,669 Closed
Connor, Clark & Lunn Investment Management (CC&L)
725
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$8.89M -90,796 Closed
27 28
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