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Stanley Black & Decker

726 hedge funds and large institutions have $10.8B invested in Stanley Black & Decker in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 275 increasing their positions, 270 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $201M | Put options by funds: $148M

2% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 270

1.53% less ownership

Funds ownership: 89.62%88.09% (-1.5%)

7% less funds holding

Funds holding: 783726 (-57)

20% less capital invested

Capital invested by funds: $13.5B → $10.8B (-$2.65B)

41% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 116

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
726
Holders Change
-57
Holders Change %
-7.28%
% of All Funds
10.49%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
68
Increased
275
Reduced
270
Closed
116
Calls
$201M
Puts
$148M
Net Calls
+$52.9M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
801
WBH Advisory
Maryland
-$227K -2,321 Closed
LNWWM
802
Laird Norton Wetherby Wealth Management
California
-$226K -2,308 Closed
HFS
803
Heritage Financial Services
Massachusetts
-$225K -2,298 Closed
CCM
804
Coldstream Capital Management
Washington
-$224K -2,285 Closed
DADC
805
D.A. Davidson & Co
Montana
-$224K -2,285 Closed
SW
806
Simplicity Wealth
New Jersey
-$223K -2,280 Closed
IC
807
Inscription Capital
Texas
-$221K -2,254 Closed
WANY
808
Wealthspire Advisors (New York)
New York
-$220K -2,245 Closed
Assenagon Asset Management
809
Assenagon Asset Management
Luxembourg
-$217K -2,217 Closed
ZF
810
Zega Financial
Florida
-$215K -2,200 Closed
SOW
811
State of Wyoming
Wyoming
-$214K -2,188 Closed
WIM
812
WealthPlan Investment Management
Nebraska
-$214K -2,187 Closed
AAS
813
Avantax Advisory Services
Texas
-$213K -2,177 Closed
NAS
814
NWF Advisory Services
California
-$211K -2,154 Closed
KAS
815
KPP Advisory Services
Kentucky
-$209K -2,130 Closed
FSA
816
Fort Sheridan Advisors
Illinois
-$208K -2,125 Closed
JFG
817
Jefferies Financial Group
New York
-$205K -2,095 Closed
UAG
818
United Advisor Group
Ohio
-$205K -2,092 Closed
AA
819
Advisory Alpha
Michigan
-$205K -2,090 Closed
Focus Partners Wealth
820
Focus Partners Wealth
Massachusetts
-$204K -2,086 Closed
BFO
821
Boston Family Office
Massachusetts
-$204K -2,083 Closed
WIA
822
World Investment Advisors
California
-$203K -2,075 Closed
PA
823
Pinnacle Associates
New York
-$202K -2,064 Closed
PSFG
824
Prairie Sky Financial Group
Illinois
-$201K -2,057 Closed
BIAS
825
Beacon Investment Advisory Services
New Jersey
-$201K -2,055 Closed

SWK Hedge Fund Activity: Q2 2024 in Review

726 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q2 2024, worth a combined $10.8B — down 20% from $13.5B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of SWK and 68 opened new positions — a net loss of 48 holders — while 270 trimmed existing stakes and 275 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $106M. The largest seller was Federated Hermes, cutting an estimated $130M.

  • 726 institutional investors held Stanley Black & Decker (SWK) as of Q2 2024, down from 783 in Q1 2024.
  • Funds reported $10.8B of Stanley Black & Decker stock for Q2 2024, down 20% quarter-over-quarter.
  • 68 funds opened new Stanley Black & Decker positions in Q2 2024 and 116 closed out, a net change of -48 holders.
  • The largest Stanley Black & Decker buyer in Q2 2024 was T. Rowe Price Associates, an estimated $106M added.
  • The largest Stanley Black & Decker seller in Q2 2024 was Federated Hermes, an estimated $130M sold.

Based on aggregated 13F filings for Q2 2024.