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Stanley Black & Decker

813 hedge funds and large institutions have $13.5B invested in Stanley Black & Decker in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 251 increasing their positions, 303 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 60

20% more capital invested

Capital invested by funds: $11.2B → $13.5B (+$2.26B)

10% more funds holding

Funds holding: 741813 (+72)

2.07% more ownership

Funds ownership: 87.72%89.79% (+2.1%)

1% more call options, than puts

Call options by funds: $186M | Put options by funds: $184M

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

17% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 303

Holders
813
Holders Change
+72
Holders Change %
+9.72%
% of All Funds
11.85%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
142
Increased
251
Reduced
303
Closed
60
Calls
$186M
Puts
$184M
Net Calls
+$1.53M
Net Calls Change
-$24.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.84B -$1.34M -15,252 -0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.68B +$24.6M +279,866 +2%
BlackRock
3
BlackRock
New York
$1.05B +$30M +340,318 +3%
State Street
4
State Street
Massachusetts
$842M +$3.63M +41,251 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$501M +$244M +2,773,905 +119%
Wells Fargo
6
Wells Fargo
California
$379M -$919K -10,437 -0.3%
Invesco
7
Invesco
Georgia
$332M -$15.7M -177,960 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$328M +$6.45M +73,230 +2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$288M -$3.57M -40,589 -1%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$270M -$50.5M -573,764 -17%
Capital Research Global Investors
11
Capital Research Global Investors
California
$237M -$19.7M -224,121 -8%
CET
12
Clean Energy Transition
United Kingdom
$217M -$7.51M -85,320 -4%
Ameriprise
13
Ameriprise
Minnesota
$204M -$41.5M -471,254 -18%
ProShare Advisors
14
ProShare Advisors
Maryland
$198M +$10.6M +120,259 +6%
Goldman Sachs
15
Goldman Sachs
New York
$165M -$5.95M -67,619 -4%
Federated Hermes
16
Federated Hermes
Pennsylvania
$162M +$2.02M +22,933 +1%
CB
17
Cooke & Bieler
Pennsylvania
$155M -$3.64M -41,358 -3%
FWIA
18
Fort Washington Investment Advisors
Ohio
$144M -$5.57M -63,316 -4%
Northern Trust
19
Northern Trust
Illinois
$140M -$5.72M -64,958 -4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$137M +$1.5M +16,983 +1%
Norges Bank
21
Norges Bank
Norway
$134M +$17.3M +196,000 +17%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$119M +$21.9M +248,625 +26%
Legal & General Group
23
Legal & General Group
United Kingdom
$99.5M -$413K -4,688 -0.5%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$96.2M +$1.19M +13,557 +1%
Charles Schwab
25
Charles Schwab
California
$95.3M +$1.89M +21,459 +2%

SWK Hedge Fund Activity: Q4 2023 in Review

813 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stanley Black & Decker (SWK) for Q4 2023, worth a combined $13.5B — up 20% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new SWK positions and 60 closed out — a net gain of 82 holders — while 251 added to existing stakes and 303 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $244M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $50.5M.

  • 813 institutional investors held Stanley Black & Decker (SWK) as of Q4 2023, up from 741 in Q3 2023.
  • Funds reported $13.5B of Stanley Black & Decker stock for Q4 2023, up 20% quarter-over-quarter.
  • 142 funds opened new Stanley Black & Decker positions in Q4 2023 and 60 closed out, a net change of +82 holders.
  • The largest Stanley Black & Decker buyer in Q4 2023 was Morgan Stanley, an estimated $244M added.
  • The largest Stanley Black & Decker seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $50.5M sold.

Based on aggregated 13F filings for Q4 2023.