We are live on ! Find out more

401 hedge funds and large institutions have $5.64B invested in Snap-on in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 144 increasing their positions, 159 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $14M | Put options by funds: $5.01M

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

3% more funds holding

Funds holding: 391401 (+10)

4% more capital invested

Capital invested by funds: $5.41B → $5.64B (+$223M)

0.2% more ownership

Funds ownership: 85.1%85.31% (+0.2%)

9% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 159

Holders
401
Holders Change
+10
Holders Change %
+2.56%
% of All Funds
11.58%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
36
Increased
144
Reduced
159
Closed
23
Calls
$14M
Puts
$5.01M
Net Calls
+$8.95M
Net Calls Change
-$298K
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
276
Toth Financial Advisory
Virginia
$466K +$27.1K +250 +6%
BHWM
277
Bar Harbor Wealth Management
New Hampshire
$457K -$8.66K -80 -2%
WCA
278
Westover Capital Advisors
Delaware
$451K
RIG
279
RiverFront Investment Group
Virginia
$449K -$3.46K -32 -0.8%
CCMINC
280
Cardinal Capital Management Inc (North Carolina)
North Carolina
$438K +$28.5K +263 +7%
DIA
281
Dana Investment Advisors
Wisconsin
$426K +$5.41K +50 +1%
BA
282
Boston Advisors
Massachusetts
$419K +$36.3K +335 +10%
BC
283
Banced Corp
Illinois
$407K -$69.5K -642 -15%
NME
284
Notis-McConarty Edward
$397K
HF
285
Hoxton Financial
West Virginia
$397K +$111K +1,023 +41%
FIM
286
Freedom Investment Management
Connecticut
$393K -$3.25K -30 -0.9%
MIC
287
MU Investments Company
Japan
$392K -$189K -1,750 -33%
P
288
Pitcairn
Pennsylvania
$391K -$106K -981 -22%
PNC
289
Park National Corp
Ohio
$390K -$29.8K -275 -7%
Canada Life
290
Canada Life
Manitoba, Canada
$390K +$1.51K +14 +0.4%
Tudor Investment Corp
291
Tudor Investment Corp
Connecticut
$386K -$240K -2,219 -39%
COI
292
Connable Office Inc
Michigan
$382K -$23.3K -215 -6%
FCAM
293
F&C Asset Management
United Kingdom
$380K
FBNAT
294
FirstMerit Bank N.A. Trustee
Ohio
$369K +$4.22K +39 +1%
SIM
295
Sentry Investment Management
Wisconsin
$363K -$97.4K -900 -22%
BOH
296
Bank of Hawaii
Hawaii
$360K -$32.5K -300 -9%
JIC
297
Johnson Investment Counsel
Ohio
$351K
RHBC
298
R.H. Bluestein & Co
Michigan
$340K -$86.6K -800 -21%
DP
299
Dearborn Partners
Illinois
$340K
NRS
300
Neville Rodie & Shaw
New York
$332K +$8.66K +80 +3%

SNA Hedge Fund Activity: Q1 2014 in Review

401 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q1 2014, worth a combined $5.64B — up 4.1% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SNA positions and 23 closed out — a net gain of 13 holders — while 144 added to existing stakes and 159 trimmed.

The largest buyer was Bessemer Group, adding an estimated $103M. The largest seller was Fidelity Investments, cutting an estimated $106M.

  • 401 institutional investors held Snap-on (SNA) as of Q1 2014, up from 391 in Q4 2013.
  • Funds reported $5.64B of Snap-on stock for Q1 2014, up 4.1% quarter-over-quarter.
  • 36 funds opened new Snap-on positions in Q1 2014 and 23 closed out, a net change of +13 holders.
  • The largest Snap-on buyer in Q1 2014 was Bessemer Group, an estimated $103M added.
  • The largest Snap-on seller in Q1 2014 was Fidelity Investments, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2014.