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Stanley Black & Decker

886 hedge funds and large institutions have $24.5B invested in Stanley Black & Decker in 2021 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 351 increasing their positions, 297 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 297

0.66% less ownership

Funds ownership: 86.54%85.88% (-0.66%)

4% less funds holding

Funds holding: 923886 (-37)

14% less capital invested

Capital invested by funds: $28.6B → $24.5B (-$4.07B)

17% less call options, than puts

Call options by funds: $131M | Put options by funds: $158M

25% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 105

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
886
Holders Change
-37
Holders Change %
-4.01%
% of All Funds
15.51%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
79
Increased
351
Reduced
297
Closed
105
Calls
$131M
Puts
$158M
Net Calls
-$27.3M
Net Calls Change
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
801
Clearstead Advisors
Ohio
$26K +$25.9K +133 +1,023%
EWM
802
Evermay Wealth Management
Virginia
$22K -$195K -1,000 -89%
HFM
803
Harvest Fund Management
China
$22K -$102K -522 -80%
AWMS
804
Advocacy Wealth Management Services
Georgia
$22K +$12.5K +64 +100%
CAL
805
Capital Analysts LLC
Pennsylvania
$20K
AssetMark Inc
806
AssetMark Inc
California
$20K +$5.85K +30 +35%
ZB
807
Zions Bancorporation
Utah
$19K -$585 -3 -3%
WQ
808
Wealth Quarterback
New Jersey
$19K +$195 +1 +1%
JWM
809
Janiczek Wealth Management
Colorado
$19K +$6.63K +34 +45%
UAML
810
US Asset Management LLC
Pennsylvania
$19K +$21.5K +110 New
WPA
811
West Paces Advisors
Georgia
$18.6K
AWM
812
AllSquare Wealth Management
New York
$18K
BC
813
Burleson & Co
California
$18K
DI
814
Disciplined Investments
Oklahoma
$18K
NSIM
815
North Star Investment Management
Illinois
$18K
WTC
816
WhitTier Trust Company
Nevada
$18K +$8.97K +46 +85%
EIP
817
Ellis Investment Partners
Pennsylvania
$18K +$20.5K +105 New
TFIPS
818
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.5K
GAM
819
Gemmer Asset Management
California
$17K -$585 -3 -3%
HI
820
Hudock Inc
Pennsylvania
$17K
LWM
821
Liberty Wealth Management
California
$17K
BWM
822
Baystate Wealth Management
Massachusetts
$17K +$2.54K +13 +15%
VCM
823
Vigilant Capital Management
Maine
$16K +$17.7K +91 New
FBT
824
First Bank & Trust
South Dakota
$15K
ST
825
Sageworth Trust
Pennsylvania
$14K -$189K -969 -92%