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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
BP
876
Ballentine Partners
Massachusetts
– -$216K -1,957 Closed
IP
877
Intellectus Partners
California
– -$215K -1,950 Closed
CIAS
878
Capital Investment Advisory Services
North Carolina
– -$212K -1,924 Closed
IIM
879
Ipswich Investment Management
Massachusetts
– -$212K -1,922 Closed
ERIC
880
Eagle Rock Investment Company
Georgia
– -$208K -1,893 Closed
LNWWM
881
Laird Norton Wetherby Wealth Management
California
– -$208K -1,886 Closed
DS
882
DRW Securities
Illinois
– -$207K -1,881 Closed
MG
883
Marex Group
– -$207K -1,881 Closed
WJA
884
Willis Johnson & Associates
Texas
– -$204K -1,856 Closed
CAM
885
Cidel Asset Management
Ontario, Canada
– -$204K -1,850 Closed
EWA
886
EP Wealth Advisors
California
– -$203K -1,847 Closed
CFM
887
Catalyst Funds Management
Australia
– -$132K -1,200 Closed
TF
888
Tompkins Financial
New York
– -$131K -1,190 Closed
RP
889
Rowlandmiller & Partners
Georgia
– -$114K -1,035 Closed
CPA
890
Capital Performance Advisors
California
– -$100K -909 Closed
WBC
891
Westpac Banking Corp
Australia
– -$83.8K -761 Closed
QL
892
Quarry LP
New York
– -$70.5K -640 Closed
SAM
893
S.A. Mason
Michigan
– -$63.4K -576 Closed
WPW
894
Waldron Private Wealth
Pennsylvania
– -$59.3K -538 Closed
PB
895
Pinnacle Bancorp
Nebraska
– -$55.1K -500 Closed
JIP
896
Jaffetilchin Investment Partners
Florida
– -$49.3K -447 Closed
WI
897
Wintrust Investments
Illinois
– -$29K -267 Closed
ATS
898
Ashton Thomas Securities
New York
– -$21.7K -197 Closed
CCA
899
Catalyst Capital Advisors
New York
– -$16.7K -152 Closed
CWM
900
Compass Wealth Management
Connecticut
– -$16.5K -150 Closed
33 34 35
36
37

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.