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Stanley Black & Decker

753 hedge funds and large institutions have $20B invested in Stanley Black & Decker in 2020 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 240 increasing their positions, 270 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 75

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

49% more call options, than puts

Call options by funds: $398M | Put options by funds: $267M

47% more capital invested

Capital invested by funds: $13.6B → $20B (+$6.34B)

5% more funds holding

Funds holding: 715753 (+38)

1.32% more ownership

Funds ownership: 88.34%89.66% (+1.3%)

11% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 270

Holders
753
Holders Change
+38
Holders Change %
+5.31%
% of All Funds
15.44%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
119
Increased
240
Reduced
270
Closed
75
Calls
$398M
Puts
$267M
Net Calls
+$131M
Net Calls Change
-$48.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
726
Prestige Wealth Management Group
New Jersey
$5K -$965 -8 -18%
BL
727
Balentine LLC
Georgia
$5K -$241 -2 -5%
CAC
728
Certified Advisory Corp
Florida
$5K
HWM
729
Holloway Wealth Management
Florida
$5K
LWM
730
Liberty Wealth Management
California
$5K
JG
731
Jefferies Group
New York
$4.52K -$388K -3,215 -9%
PK
732
Pflug Koory
Nebraska
$4K
SWM
733
Sugarloaf Wealth Management
Georgia
$4K
FDCDDQ
734
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.48K
M
735
MOTCO
Texas
$3K
MIM
736
Macroview Investment Management
Maryland
$3K +$2.17K +18 New
SFSIG
737
San Francisco Sentry Investment Group
California
$2K -$12.3K -102 -86%
MA
738
MCF Advisors
Kentucky
$2K
SFA
739
Semmax Financial Advisors
North Carolina
$2K
SIM
740
Sonora Investment Management
Arizona
$2K
JWM
741
Janiczek Wealth Management
Colorado
$2K +$1.93K +16 New
GEA
742
Glen Eagle Advisors
New Jersey
$1.53K +$1.33K +11 New
BFC
743
Bedel Financial Consulting
Indiana
$1K
AWM
744
Apollon Wealth Management
South Carolina
$1K +$603 +5 New
CWC
745
Carolinas Wealth Consulting
North Carolina
$1K +$845 +7 New
FMP
746
Financial Management Professionals
Texas
$1K +$845 +7 New
NIM
747
NuWave Investment Management
New Jersey
$1K +$845 +7 New
RA
748
Rational Advisors
New York
$1K +$845 +7 New
ST
749
Sageworth Trust
Pennsylvania
$1K +$845 +7 New
UFF
750
USA Financial Formulas
Michigan
$1K +$845 +7 New

SWK Hedge Fund Activity: Q2 2020 in Review

753 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2020, worth a combined $20B — up 47% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SWK positions and 75 closed out — a net gain of 44 holders — while 240 added to existing stakes and 270 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $404M. The largest seller was Citadel Advisors, cutting an estimated $287M.

  • 753 institutional investors held Stanley Black & Decker (SWK) as of Q2 2020, up from 715 in Q1 2020.
  • Funds reported $20B of Stanley Black & Decker stock for Q2 2020, up 47% quarter-over-quarter.
  • 119 funds opened new Stanley Black & Decker positions in Q2 2020 and 75 closed out, a net change of +44 holders.
  • The largest Stanley Black & Decker buyer in Q2 2020 was Capital Research Global Investors, an estimated $404M added.
  • The largest Stanley Black & Decker seller in Q2 2020 was Citadel Advisors, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2020.