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Stanley Black & Decker

862 hedge funds and large institutions have $25.5B invested in Stanley Black & Decker in 2020 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 300 increasing their positions, 275 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 52

13% more funds holding

Funds holding: 766862 (+96)

11% more capital invested

Capital invested by funds: $23B → $25.5B (+$2.52B)

9% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 275

0.25% more ownership

Funds ownership: 88.87%89.12% (+0.25%)

30% less call options, than puts

Call options by funds: $272M | Put options by funds: $386M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
862
Holders Change
+96
Holders Change %
+12.53%
% of All Funds
15.25%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
157
Increased
300
Reduced
275
Closed
52
Calls
$272M
Puts
$386M
Net Calls
-$114M
Net Calls Change
-$233M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.38B +$263M +1,485,347 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.3B -$7.47M -42,103 -0.3%
BlackRock
3
BlackRock
New York
$1.9B +$36.1M +203,737 +2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$1.87B -$22.6M -127,293 -1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.3B -$2.46M -13,877 -0.2%
State Street
6
State Street
Massachusetts
$1.26B -$26.3M -148,339 -2%
Wells Fargo
7
Wells Fargo
California
$968M +$15.7M +88,408 +2%
AAMU
8
Amundi Asset Management US
Massachusetts
$651M +$19.7M +111,107 +3%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$540M -$138M -777,773 -20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$465M +$10.3M +58,068 +2%
Ameriprise
11
Ameriprise
Minnesota
$463M -$7.96M -44,864 -2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$425M -$41.6M -234,854 -9%
Franklin Resources
13
Franklin Resources
California
$385M +$16.9M +95,358 +5%
Bank of America
14
Bank of America
North Carolina
$341M +$35.9M +202,675 +12%
Invesco
15
Invesco
Georgia
$323M -$57.7M -325,639 -15%
N
16
Nuveen
North Carolina
$317M +$27.3M +153,868 +9%
Northern Trust
17
Northern Trust
Illinois
$312M -$6.47M -36,476 -2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$310M -$819K -4,619 -0.3%
Morgan Stanley
19
Morgan Stanley
New York
$307M +$173M +976,663 +131%
Norges Bank
20
Norges Bank
Norway
$287M -$1.91M -10,797 -0.7%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$287M -$319M -1,798,214 -53%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$285M +$67.2K +379 +0%
WRF
23
Waddell & Reed Financial
Kansas
$264M -$14.1M -79,768 -5%
Stifel Financial
24
Stifel Financial
Missouri
$245M +$7.36M +41,528 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$220M -$14.3M -80,525 -6%

SWK Hedge Fund Activity: Q4 2020 in Review

862 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2020, worth a combined $25.5B — up 11% from $23B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new SWK positions and 52 closed out — a net gain of 105 holders — while 300 added to existing stakes and 275 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $263M. The largest seller was T. Rowe Price Associates, cutting an estimated $319M.

  • 862 institutional investors held Stanley Black & Decker (SWK) as of Q4 2020, up from 766 in Q3 2020.
  • Funds reported $25.5B of Stanley Black & Decker stock for Q4 2020, up 11% quarter-over-quarter.
  • 157 funds opened new Stanley Black & Decker positions in Q4 2020 and 52 closed out, a net change of +105 holders.
  • The largest Stanley Black & Decker buyer in Q4 2020 was JP Morgan Chase, an estimated $263M added.
  • The largest Stanley Black & Decker seller in Q4 2020 was T. Rowe Price Associates, an estimated $319M sold.

Based on aggregated 13F filings for Q4 2020.