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Stanley Black & Decker
SWK

821 hedge funds and large institutions have $13.5B invested in Stanley Black & Decker in 2022 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 312 increasing their positions, 290 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.91% more ownership

Funds ownership: 83.76% → 85.67% (+1.9%)

8% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 290

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

8% less funds holding

Funds holding: 888 → 821 (-67)

28% less capital invested

Capital invested by funds: $18.8B → $13.5B (-$5.21B)

29% less call options, than puts

Call options by funds: $125M | Put options by funds: $175M

36% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 140

Holders
821
Holders Change
-67
Holders Change %
-7.55%
% of All Funds
13.83%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
89
Increased
312
Reduced
290
Closed
140
Calls
$125M
Puts
$175M
Net Calls
-$50.3M
Net Calls Change
-$114M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$220M
2
GA
Greenhaven Associates
New York
+$140M
3
CB
Cooke & Bieler
Pennsylvania
+$117M
4
Fidelity International
Fidelity International
Bermuda
+$88.8M
5
CET
Clean Energy Transition
United Kingdom
+$80.4M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$396M
2
Amundi
Amundi
France
-$240M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$185M
4
GCM
Gates Capital Management
New York
-$161M
5
Pzena Investment Management
Pzena Investment Management
New York
-$141M
Name Holding Trade Value Shares
Change 		Change in
Stake
EL
776
EMFO LLC
Florida
$5K – – –
IFAM
777
Institutional & Family Asset Management
Colorado
$5K – – –
CA
778
Crewe Advisors
Utah
$5K +$5.41K +44 New
JWA
779
JFS Wealth Advisors
Pennsylvania
$4K -$4.67K -38 -51%
TWM
780
Tradition Wealth Management
Minnesota
$4K – – –
WAS
781
Winch Advisory Services
Wisconsin
$4K – – –
JWM
782
Janiczek Wealth Management
Colorado
$4K +$1.84K +15 +52%
SC
783
Schubert & Co
Texas
$4K +$3.32K +27 +338%
BIA
784
Bell Investment Advisors
California
$4K +$4.31K +35 New
HPC
785
HM Payson & Co
Maine
$4K +$4.31K +35 +3,500%
TWP
786
TFO Wealth Partners
Ohio
$4K +$4.92K +40 New
KFS
787
Kelly Financial Services
Massachusetts
$3.48K – – –
MCC
788
Money Concepts Capital
Florida
$3K -$8.61K -70 -72%
AFS
789
Annapolis Financial Services
Maryland
$3K – – –
MA
790
MCF Advisors
Kentucky
$3K – – –
SWM
791
Sugarloaf Wealth Management
Georgia
$3K – – –
APC
792
Aspire Private Capital
North Carolina
$3K +$1.97K +16 +123%
ETI
793
Enterprise Trust & Investment
California
$3K +$3.2K +26 New
PCG
794
Private Capital Group
Connecticut
$2K -$161K -1,306 -99%
BWM
795
Baystate Wealth Management
Massachusetts
$2K -$8K -65 -76%
FPS
796
Fieldpoint Private Securities
Connecticut
$2K -$5.91K -48 -70%
GKIM
797
GW&K Investment Management
Massachusetts
$2K -$1.48K -12 -38%
FBT
798
First Bank & Trust
South Dakota
$2K – – –
GLLW
799
Graves Light Lenhart Wealth
Virginia
$2K – – –
HFM
800
Harvest Fund Management
China
$2K – – –
30 31
32
33 34

SWK Hedge Fund Activity: Q2 2022 in Review

821 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2022, worth a combined $13.5B — down 28% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of SWK and 89 opened new positions — a net loss of 51 holders — while 290 trimmed existing stakes and 312 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $220M. The largest seller was JP Morgan Chase, cutting an estimated $396M.

  • 821 institutional investors held Stanley Black & Decker (SWK) as of Q2 2022, down from 888 in Q1 2022.
  • Funds reported $13.5B of Stanley Black & Decker stock for Q2 2022, down 28% quarter-over-quarter.
  • 89 funds opened new Stanley Black & Decker positions in Q2 2022 and 140 closed out, a net change of -51 holders.
  • The largest Stanley Black & Decker buyer in Q2 2022 was T. Rowe Price Associates, an estimated $220M added.
  • The largest Stanley Black & Decker seller in Q2 2022 was JP Morgan Chase, an estimated $396M sold.

Based on aggregated 13F filings for Q2 2022.