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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
PCM
776
Penserra Capital Management
California
$80K +$11.6K +64 +19%
O
777
Ossiam
France
$79K +$71.6K +395 New
SAI
778
Systematic Alpha Investments
New Jersey
$77K
TFS
779
TrustCore Financial Services
Tennessee
$76K
IF
780
Ironwood Financial
Arizona
$68K
PMFA
781
Plante Moran Financial Advisors
Michigan
$65K +$12.1K +67 +26%
MCA
782
Mercer Capital Advisers
New Jersey
$60K
PA
783
Perennial Advisors
New York
$60K
MWM
784
Mascoma Wealth Management
New Hampshire
$60K +$54.4K +300 New
QCG
785
Quadrant Capital Group
Ohio
$59K +$3.44K +19 +7%
SC
786
SouthState Corp
Florida
$56K
SIC
787
Salem Investment Counselors
North Carolina
$56K +$907 +5 +2%
JFA
788
JNBA Financial Advisors
Minnesota
$55K
NFG
789
Next Financial Group
Texas
$54K -$85.9K -474 -64%
WWM
790
Wolff Wiese Magana
California
$54K -$1.81K -10 -4%
CCM
791
Cribstone Capital Management
Maine
$51K
HCM
792
Highlander Capital Management
New Jersey
$50K
CI
793
CX Institutional
Indiana
$48K +$11.2K +62 +35%
LSA
794
Leonteq Securities AG
Switzerland
$42.1K -$91.7K -506 -71%
PFBT
795
Parkside Financial Bank & Trust
Missouri
$41K +$1.27K +7 +4%
ST
796
Smithfield Trust
Pennsylvania
$40K
Credit Agricole
797
Credit Agricole
France
$40K +$36.3K +200 New
MRCM
798
M&R Capital Management
New Jersey
$36K
CFO
799
CVA Family Office
Colorado
$33K +$29.9K +165 New
ZB
800
Zions Bancorporation
Utah
$32K +$23K +127 +397%

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.