Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Stanley Black & Decker Inc (SWK)

765 + 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
↑ +57
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — SWK

Based on 777 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
777 hedge funds hold SWK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

428 buying334 selling
Last quarter: 428 funds bought or added vs 334 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.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new SWK position: 94 → 106 → 110 → 138. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
526 out of 777 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.
💰

Value +38% but shares only +14% — price-driven

Value
+38%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

101 → 94 → 106 → 110 → 138 new funds/Q
New funds entering each quarter: 94 → 106 → 110 → 138. 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 805 holders: 584 (73%) are 2+ year veterans, 73 entered 1–2 years ago, and 148 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
64 of 769 holders are among the 100 largest funds by AUM, controlling 63% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 428 hedge funds were net buyers of SWK (138 opened a new position, 290 added to an existing one), while 334 reduced or exited (253 trimmed, 81 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 63% of total institutional value in SWK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +57 funds (more new holders than closures). Total institutional holders: 777.

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 · 61d ago
SWK
+3.9%
XLI
-4.4%

SWK outperformed XLI by +8.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 16d ago
SWK
-4.2%
XLI
-5.0%

Since the filing became public, SWK outperformed XLI by +0.8% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 3 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: SWK
765 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 765 720 6.25%
13F Shares 156M 151M 3.15%
Total Value $13.59B $9.98B 36.22%
New Positions 136 110 +26
Increased Positions 280 275 +5
Closed Positions 83 102 -19
Reduced Positions 246 200 +46
Total Calls 16 18 -11.11%
Total Puts 18 21 -14.29%
PUT/CALL Ratio 1.12 1.17 Neutral

Statistics: SWK

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Financial Highlights

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Institutional Holders (2026 Q2)

765 + 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:
Top 25 SWK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clean Energy Transition LLP 17.24% 2,630,774 $247.6M
2 Wilsey Asset Management Inc 7.49% 541,721 $51.0M
3 Great Hill Capital LLC 6.49% 2,423,700 $278.7M
4 Old North State Wealth Management, LLC 2.92% 72,496 $6.8M
5 Bcwm, LLC 2.82% 102,549 $9.7M
6 Kiltearn Partners LLP 2.78% 121,847 $11.5M
7 Monte Financial Group, LLC 2.22% 73,163 $6.9M
8 De Burlo Group Inc 2.10% 121,870 $11.5M
9 Confluence Investment Management LLC 1.98% 1,348,374 $126.9M
10 Rempart Asset Management Inc. 1.97% 102,320 $9.6M
11 Paralel Advisors LLC 1.93% 530,000 $49.9M
12 Van Den Berg Management I, Inc 1.92% 96,652 $9.1M
13 Gilman Hill Asset Management, LLC 1.92% 149,241 $14.0M
14 Kinloch Capital, LLC 1.88% 54,772 $5.2M
15 Godsey & Gibb, Inc 1.70% 220,806 $20.8M
16 Delta Asset Management LLC/Tn 1.54% 188,934 $17.8M
17 Cantor Fitzgerald Investment Advisors L.P. 1.30% 204,671 $19.3M
18 Icon Advisers Inc/Co 1.23% 69,550 $6.5M
19 Crescent Sterling, Ltd. 1.21% 14,423 $1.4M
20 Hotchkis & Wiley Capital Management LLC 1.00% 3,649,602 $343.5M
21 Sompo Asset Management Co., Ltd. 1.00% 64,503 $6.1M
22 Allen Wealth Management, LLC 0.98% 21,291 $2.0M
23 Mork Capital Management, LLC 0.88% 14,630 $1.4M
24 Hardman Johnston Global Advisors LLC 0.80% 243,515 $22.9M
25 Mirabella Financial Services LLP 0.80% 88,574 $8.3M
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 — 3 quarters in a row: For 3 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: 428 funds bought or added vs 334 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 — 63% AUM from top-100 funds: 64 of 769 holders are among the 100 largest funds by AUM, controlling 63% 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: 526 out of 777 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 -4.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -5.0% for the XLI sector ETF — an outperformance of +0.8%. Since the quarter end (June 30, 2026), SWK has gained +3.9% vs -4.4% 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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