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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
PGAM
751
Princeton Global Asset Management
New Jersey
$120K
WT
752
Washington Trust
Rhode Island
$119K +$10.7K +59 +11%
TWA
753
TCI Wealth Advisors
Arizona
$118K +$5.8K +32 +6%
OSAM
754
O'Shaughnessy Asset Management
Connecticut
$116K +$22.7K +125 +27%
MAM
755
Meeder Asset Management
Ohio
$115K +$12.5K +69 +14%
APWM
756
Atlas Private Wealth Management
New York
$109K
SSB
757
Sandy Spring Bank
Maryland
$109K +$87K +480 +706%
HCP
758
Hexagon Capital Partners
Arkansas
$107K -$61.6K -340 -39%
AF
759
Advisornet Financial
Minnesota
$106K -$18.1K -100 -16%
WP
760
WealthShield Partners
North Carolina
$103K +$93.7K +517 New
TCOV
761
Trust Company of Vermont
Vermont
$102K -$20.9K -115 -18%
HIA
762
Harbor Investment Advisory
Maryland
$99K
IA
763
IFP Advisors
Florida
$99K +$27.4K +151 +44%
SOW
764
State of Wyoming
Wyoming
$98K +$89.4K +493 New
APA
765
American Portfolios Advisors
New York
$94K -$22.3K -123 -21%
CFA
766
Carroll Financial Associates
North Carolina
$90K +$907 +5 +1%
CT
767
Caldwell Trust
Florida
$87.7K
VBCG
768
Valley Brook Capital Group
Pennsylvania
$84K +$22.7K +125 +42%
ECM
769
Estabrook Capital Management
New York
$83.1K
KPCM
770
Kings Point Capital Management
New York
$83K +$3.63K +20 +5%
VCM
771
Versant Capital Management
Arizona
$81K
WT
772
Whittier Trust
California
$81K +$13.4K +74 +22%
FFC
773
First Financial Corp
Indiana
$80K
GI
774
Gradient Investments
Minnesota
$80K
HDIM
775
Hanson & Doremus Investment Management
Vermont
$80K

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.