Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stanley Black & Decker Inc (SWK)

714 + Investors. Track Smart Money conviction in SWK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — SWK

Based on 718 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SWK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
718 funds currently hold this stock — 92% of the 3.0-year high of 781 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SWK is almost the same as a year ago (-13 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

393 buying310 selling
Last quarter: 393 funds bought or added vs 310 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~110 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 100 → 94 → 106 → 110. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
490 out of 718 hedge funds have held SWK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

90 → 100 → 94 → 106 → 110 new funds/Q
New funds entering each quarter: 100 → 94 → 106 → 110. A growing number of institutions are discovering SWK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 73% veterans vs 18% newcomers

■ 73% veterans ■ 9% 1-2yr ■ 18% new
Entry-cohort mix of 752 holders: 546 (73%) are 2+ year veterans, 68 entered 1–2 years ago, and 138 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
62 of 712 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SWK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SWK

In 2026 Q1, 393 hedge funds were net buyers of SWK (110 opened a new position, 283 added to an existing one), while 310 reduced or exited (206 trimmed, 104 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 61% of total institutional value in SWK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 718.

Hedge Fund Ownership: SWK

How many hedge funds hold SWK — quarterly history vs. share price
Quarterly hedge fund ownership of SWK vs. share price

Market Analysis: SWK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SWK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Stanley Black & Decker Inc (SWK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SWK has moved relative to its sector benchmark (XLI) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
SWK
+9.5%
XLI
-51.8%

SWK outperformed XLI by +61.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
SWK
+0.0%
XLI
+0.0%

Since the filing became public, SWK outperformed XLI by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 3 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: SWK
2026 Q2 Stats Unlock in 5 days 714 + Investors

Track Smart Money conviction in SWK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 714 711 0.42%
13F Shares 149M 152M -1.57%
Total Value $9.86B $10.57B -6.7%
New Positions 108 106 +2
Increased Positions 273 228 +45
Closed Positions 105 79 +26
Reduced Positions 199 269 -70
Total Calls 18 19 -5.26%
Total Puts 21 19 10.53%
PUT/CALL Ratio 1.17 1.0 Neutral

Statistics: SWK

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

714 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SWK. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SWK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wilsey Asset Management Inc 7.49% 541,721 $51.0M
2 Great Hill Capital LLC 6.49% 2,423,700 $278.7M
3 Old North State Wealth Management, LLC 2.92% 72,496 $6.8M
4 Kiltearn Partners LLP 2.78% 121,847 $11.5M
5 Monte Financial Group, LLC 2.22% 73,163 $6.9M
6 De Burlo Group Inc 2.10% 121,870 $11.5M
7 Confluence Investment Management LLC 1.98% 1,348,374 $126.9M
8 Rempart Asset Management Inc. 1.97% 102,320 $9.6M
9 Paralel Advisors LLC 1.93% 530,000 $49.9M
10 Gilman Hill Asset Management, LLC 1.92% 149,241 $14.0M
11 Godsey & Gibb, Inc 1.70% 220,806 $20.8M
12 Delta Asset Management LLC/Tn 1.54% 188,934 $17.8M
13 Cantor Fitzgerald Investment Advisors L.P. 1.30% 204,671 $19.3M
14 Icon Advisers Inc/Co 1.23% 69,550 $6.5M
15 Crescent Sterling, Ltd. 1.21% 14,423 $1.4M
16 Sompo Asset Management Co., Ltd. 1.00% 64,503 $6.1M
17 Allen Wealth Management, LLC 0.98% 21,291 $2.0M
18 Hardman Johnston Global Advisors LLC 0.80% 243,515 $22.9M
19 Mirabella Financial Services LLP 0.80% 88,574 $8.3M
20 Cascade Investment Advisors, Inc. 0.79% 15,440 $1.5M
21 Insight Wealth Strategies, LLC 0.75% 84,301 $7.7M
22 New South Capital Management Inc 0.68% 164,352 $15.5M
23 Sage Capital Advisors,llc 0.67% 34,324 $3.2M
24 Fort Washington Investment Advisors Inc /Oh/ 0.66% 1,396,575 $131.4M
25 Vest Financial, LLC 0.63% 636,832 $59.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Stanley Black & Decker Inc (SWK)

What does the Smart Money Trend signal show for SWK?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SWK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SWK?

Slight buying edge — 56% buying: Last quarter: 393 funds bought or added vs 310 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SWK holders?

Elite ownership — 61% AUM from top-100 funds: 62 of 712 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SWK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SWK?

68% of holders stayed for 2+ years: 490 out of 718 hedge funds have held SWK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Stanley Black & Decker Inc (SWK) following the 2026 Q2 hedge fund 13F filings?

As of today, SWK has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SWK has gained +9.5% vs -51.8% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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