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Stanley Black & Decker
SWK

767 hedge funds and large institutions have $11.2B invested in Stanley Black & Decker in 2024 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 262 increasing their positions, 269 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $174M | Put options by funds: $134M

3.29% more ownership

Funds ownership: 87.52% → 90.81% (+3.3%)

3% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 269

4% less funds holding

Funds holding: 800 → 767 (-33)

14% less first-time investments, than exits

New positions opened: 125 | Existing positions closed: 146

24% less capital invested

Capital invested by funds: $14.8B → $11.2B (-$3.55B)

83% less funds holding in top 10

Funds holding in top 10: 6 → 1 (-5)

Holders
767
Holders Change
-33
Holders Change %
-4.13%
% of All Funds
10.1%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.01%
New
125
Increased
262
Reduced
269
Closed
146
Calls
$174M
Puts
$134M
Net Calls
+$40.2M
Net Calls Change
-$15.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$284M
2
UBS Group
UBS Group
Switzerland
+$127M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$73.8M
4
Invesco
Invesco
Georgia
+$70.8M
5
Ameriprise
Ameriprise
Minnesota
+$63M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
2
CET
Clean Energy Transition
United Kingdom
-$115M
3
BlackRock
BlackRock
New York
-$87.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$55.7M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$48.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
826
IHT Wealth Management
Illinois
– -$309K -2,808 Closed
SF
827
Synovus Financial
Georgia
– -$307K -2,793 Closed
RWM
828
Revisor Wealth Management
Ohio
– -$301K -2,737 Closed
AWM
829
AE Wealth Management
Kansas
– -$292K -2,654 Closed
PAM
830
Panagora Asset Management
Massachusetts
– -$285K -2,585 Closed
Cohen & Steers
831
Cohen & Steers
New York
– -$285K -2,584 Closed
FRA
832
Frank Rimerman Advisors
California
– -$279K -2,535 Closed
IPW
833
Invictus Private Wealth
Colorado
– -$279K -2,533 Closed
BBA
834
BLB&B Advisors
Pennsylvania
– -$278K -2,525 Closed
TCM
835
Twin Capital Management
Pennsylvania
– -$276K -2,509 Closed
ACM
836
AlphaStar Capital Management
North Carolina
– -$273K -2,480 Closed
Envestnet Portfolio Solutions
837
Envestnet Portfolio Solutions
Illinois
– -$273K -2,475 Closed
CIA
838
Capital Investment Advisors
Georgia
– -$272K -2,473 Closed
CCM
839
Coldstream Capital Management
Washington
– -$265K -2,471 Closed
DFCM
840
Dark Forest Capital Management
Puerto Rico
– -$271K -2,458 Closed
CIAS
841
CFS Investment Advisory Services
New Jersey
– -$269K -2,447 Closed
CAMG
842
CWA Asset Management Group
Florida
– -$269K -2,440 Closed
OTPPB
843
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$264K -2,400 Closed
RDWM
844
Red Door Wealth Management
Tennessee
– -$264K -2,400 Closed
CMI
845
Clare Market Investments
Texas
– -$263K -2,385 Closed
FSA
846
Fort Sheridan Advisors
Illinois
– -$262K -2,375 Closed
WANY
847
Wealthspire Advisors (New York)
New York
– -$260K -2,357 Closed
VWA
848
Visionary Wealth Advisors
Illinois
– -$259K -2,351 Closed
MCWS
849
McKinley Carter Wealth Services
West Virginia
– -$258K -2,347 Closed
AWA
850
Aaron Wealth Advisors
Illinois
– -$257K -2,334 Closed
32 33
34
35 36

SWK Hedge Fund Activity: Q4 2024 in Review

767 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2024, worth a combined $11.2B — down 24% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of SWK and 125 opened new positions — a net loss of 21 holders — while 269 trimmed existing stakes and 262 added.

The largest buyer was Capital Research Global Investors, adding an estimated $284M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $199M.

  • 767 institutional investors held Stanley Black & Decker (SWK) as of Q4 2024, down from 800 in Q3 2024.
  • Funds reported $11.2B of Stanley Black & Decker stock for Q4 2024, down 24% quarter-over-quarter.
  • 125 funds opened new Stanley Black & Decker positions in Q4 2024 and 146 closed out, a net change of -21 holders.
  • The largest Stanley Black & Decker buyer in Q4 2024 was Capital Research Global Investors, an estimated $284M added.
  • The largest Stanley Black & Decker seller in Q4 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2024.