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Stanley Black & Decker
SWK

Overview Fund Activity

809 hedge funds and large institutions have $13.5B invested in Stanley Black & Decker in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 249 increasing their positions, 303 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+73
Holders Change %
+9.92%
% of All Funds
11.86%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
142
Increased
249
Reduced
303
Closed
59
Calls
$186M
Puts
$184M
Net Calls
+$1.53M
Net Calls Change
-$24.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$501M
2
AllianceBernstein
AllianceBernstein
Tennessee
$59.3M
3
BlackRock
BlackRock
New York
$1.05B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.68B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$119M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$270M
2
Ameriprise
Ameriprise
Minnesota
$204M
3
FCM
Frontier Capital Management
Massachusetts
$33.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$33.9M
5
Capital Research Global Investors
Capital Research Global Investors
California
$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
751
Prestige Wealth Management Group
New Jersey
$7.55K -$1.18K -12 -13%
JWA
752
JFS Wealth Advisors
Pennsylvania
$7.46K – – –
ME
753
McIlrath & Eck
Washington
$7.36K – – –
HGA
754
Hobbs Group Advisors
South Carolina
$7.36K +$7.36K +75 New
CPG
755
Custom Portfolio Group
Colorado
$6.87K +$6.87K +70 New
GIS
756
Grayhawk Investment Strategies
Alberta, Canada
$6.67K – – –
OLVIG
757
Oliver Lagore Vanvalin Investment Group
Michigan
$5.89K – – –
WIM
758
Westside Investment Management
California
$5.59K – – –
WAG
759
Wiser Advisor Group
Arizona
$5.49K +$5.49K +56 New
QC
760
Quent Capital
New York
$5.31K – – –
CFD
761
Creative Financial Designs
Indiana
$5.1K – – –
RMC
762
Resources Management Corp
Connecticut
$5K – – –
BEI
763
Benjamin Edwards Inc
Missouri
$5K +$5K +52 New
EDRH
764
Edmond de Rothschild Holding
Switzerland
$4.91K – – –
MCM
765
Manchester Capital Management
Vermont
$4.91K +$1.28K +13 +35%
RTL
766
Red Tortoise LLC
Georgia
$4.81K – – –
EWP
767
Elevation Wealth Partners
California
$4.35K +$4.35K +52 New
MWM
768
Mascoma Wealth Management
New Hampshire
$4.19K – – –
TWM
769
Tradition Wealth Management
Minnesota
$4K – – –
KFS
770
Kelly Financial Services
Massachusetts
$3.45K – – –
Kayne Anderson Rudnick Investment Management
771
Kayne Anderson Rudnick Investment Management
California
$3.24K +$1.47K +15 +83%
SWM
772
Sugarloaf Wealth Management
Georgia
$3.14K – – –
LF
773
Lee Financial
Texas
$3.04K +$3.04K +31 New
FMP
774
Financial Management Professionals
Texas
$3K – – –
MIM
775
Macroview Investment Management
Maryland
$2.72K -$10.3K -106 -79%
29 30
31
32 33