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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
Nordea Investment Management
351
Nordea Investment Management
Sweden
$104K
FMT
352
First Mercantile Trust
Tennessee
$102K
CGT
353
Capital Guardian Trust
California
$102K +$97.4K +900 New
H
354
Hexavest
Quebec, Canada
$102K +$97.4K +900 New
Credit Agricole
355
Credit Agricole
France
$94K +$43.3K +400 +94%
Envestnet Asset Management
356
Envestnet Asset Management
Illinois
$77K +$12.7K +117 +21%
MCM
357
Manchester Capital Management
Vermont
$74K -$3.03K -28 -4%
AR
358
Advisory Research
Illinois
$70K +$66.7K +616 New
WTC
359
WhitTier Trust Company
Nevada
$68K
W
360
Wealthfront
California
$58K +$55.5K +513 New
SFSIG
361
San Francisco Sentry Investment Group
California
$54K +$35.4K +327 +214%
GIS
362
Guardian Investor Services
New York
$52K -$866 -8 -2%
Creative Planning
363
Creative Planning
Kansas
$51K -$5.2K -48 -10%
ST
364
Stifel Trust
Missouri
$46K
IMS
365
Index Management Solutions
Pennsylvania
$44K -$15K -139 -26%
Parallax Volatility Advisers
366
Parallax Volatility Advisers
California
$43K -$9.63K -89 -19%
MFS
367
MSI Financial Services
Massachusetts
$43K
GLI
368
Guardian Life Insurance
New York
$37K
WA
369
WFG Advisors
Texas
$31K +$3.9K +36 +15%
DSC
370
Duncker Streett & Co
Missouri
$28K
FNBT
371
FineMark National Bank & Trust
Florida
$28K +$4K +37 +18%
PVH
372
Psagot Value Holdings
Israel
$27K +$24.4K +225 +1,500%
PAS
373
Partnervest Advisory Services
California
$26K +$5.41K +50 +28%
NES
374
New England Securities
New York
$26K +$24.5K +226 New
OSNBOA
375
Old Second National Bank of Aurora
Illinois
$23K

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.