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862 hedge funds and large institutions have $13.4B invested in Snap-on in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 292 increasing their positions, 305 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 46

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $11.6B → $13.4B (+$1.74B)

6% more funds holding

Funds holding: 811862 (+51)

1.61% more ownership

Funds ownership: 86.03%87.64% (+1.6%)

4% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 305

25% less call options, than puts

Call options by funds: $48.6M | Put options by funds: $64.7M

Holders
862
Holders Change
+51
Holders Change %
+6.29%
% of All Funds
12.57%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
109
Increased
292
Reduced
305
Closed
46
Calls
$48.6M
Puts
$64.7M
Net Calls
-$16.1M
Net Calls Change
-$7.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
326
Canandaigua National Bank & Trust
New York
$2.05M -$75.6K -280 -4%
VLC
327
Van Leeuwen & Company
New Jersey
$2.04M +$834K +3,091 +78%
WI
328
WBI Investments
New Jersey
$2.03M +$1.9M +7,040 New
Cetera Investment Advisers
329
Cetera Investment Advisers
Illinois
$2M -$151K -559 -7%
LI
330
LMCG Investments
Massachusetts
$2M
CCG
331
Cypress Capital Group
Florida
$1.99M +$27.5K +102 +2%
Bank of Nova Scotia
332
Bank of Nova Scotia
Ontario, Canada
$1.97M -$4.05K -15 -0.2%
IGAM
333
iA Global Asset Management
Quebec, Canada
$1.97M +$1.11M +4,122 +153%
CWM
334
CIBC World Markets
New York
$1.96M +$1.04M +3,871 +133%
1832 Asset Management
335
1832 Asset Management
Ontario, Canada
$1.95M -$22.9K -85 -1%
FIM
336
Freedom Investment Management
Connecticut
$1.92M -$275K -1,020 -13%
LFA
337
Legacy Financial Advisors
Kentucky
$1.9M -$15.9K -59 -0.9%
QC
338
Quadrature Capital
United Kingdom
$1.89M +$1.77M +6,547 New
PFS
339
Prospera Financial Services
Texas
$1.86M -$102K -378 -6%
N
340
Natixis
France
$1.85M +$1.73M +6,414 New
IWC
341
Integrated Wealth Concepts
Massachusetts
$1.85M +$93.6K +347 +6%
AIM
342
Acropolis Investment Management
Missouri
$1.85M -$72.1K -267 -4%
CFA
343
Camarda Financial Advisors
Florida
$1.81M +$89.3K +331 +6%
CS
344
Candriam SCA
Luxembourg
$1.8M +$23.2K +86 +1%
A
345
AlphaQuest
New York
$1.79M +$1.68M +6,208 New
SWS
346
SYSTM Wealth Solutions
Illinois
$1.79M +$60.7K +225 +4%
FC
347
FORA Capital
Florida
$1.78M +$252K +934 +18%
CWM
348
Connecticut Wealth Management
Connecticut
$1.77M +$1.2M +4,460 +266%
NAM
349
Nissay Asset Management
Japan
$1.76M +$53.7K +199 +3%
BCIM
350
British Columbia Investment Management
British Columbia, Canada
$1.76M +$351K +1,300 +27%

SNA Hedge Fund Activity: Q4 2023 in Review

862 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q4 2023, worth a combined $13.4B — up 15% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SNA positions and 46 closed out — a net gain of 63 holders — while 292 added to existing stakes and 305 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $200M. The largest seller was BlackRock, cutting an estimated $103M.

  • 862 institutional investors held Snap-on (SNA) as of Q4 2023, up from 811 in Q3 2023.
  • Funds reported $13.4B of Snap-on stock for Q4 2023, up 15% quarter-over-quarter.
  • 109 funds opened new Snap-on positions in Q4 2023 and 46 closed out, a net change of +63 holders.
  • The largest Snap-on buyer in Q4 2023 was Morgan Stanley, an estimated $200M added.
  • The largest Snap-on seller in Q4 2023 was BlackRock, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2023.