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Snap-on
SNA

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: 8 → 11 (+3)

15% more capital invested

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

6% more funds holding

Funds holding: 811 → 862 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$200M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$80.6M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$37.2M
4
SEI Investments
SEI Investments
Pennsylvania
+$19.8M
5
EARNEST Partners
EARNEST Partners
Georgia
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$103M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$52.4M
3
Amundi
Amundi
France
-$28M
4
AI
Ariel Investments
Illinois
-$27M
5
AA
ALPS Advisors
Colorado
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
351
Eagle Asset Management
Florida
$1.75M -$67.7K -251 -4%
CSA
352
Cottage Street Advisors
Massachusetts
$1.75M +$9.18K +34 +0.6%
Public Employees Retirement Association of Colorado
353
Public Employees Retirement Association of Colorado
Colorado
$1.74M -$20.2K -75 -1%
SFA
354
Sequoia Financial Advisors
Ohio
$1.74M +$1.62M +6,009 New
DADC
355
D.A. Davidson & Co
Montana
$1.7M -$103K -383 -6%
IF
356
Intrua Financial
Texas
$1.67M -$177K -656 -10%
PHK
357
Point72 Hong Kong
Hong Kong
$1.66M +$1.55M +5,746 New
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$1.65M +$265K +982 +21%
CIBC World Market
359
CIBC World Market
Ontario, Canada
$1.64M +$103K +380 +7%
BEI
360
Benjamin Edwards Inc
Missouri
$1.63M +$4.05K +15 +0.3%
ACS
361
Archford Capital Strategies
Illinois
$1.62M +$133K +494 +10%
HFAS
362
Hummer Financial Advisory Services
Illinois
$1.62M – – –
VPIM
363
Vanguard Personalized Indexing Management
California
$1.61M +$54.8K +203 +4%
BPA
364
Beacon Pointe Advisors
California
$1.6M -$37.5K -139 -2%
EHWM
365
Eads & Heald Wealth Management
Georgia
$1.58M -$73.1K -271 -5%
DM
366
Delphi Management
Massachusetts
$1.58M +$131K +484 +10%
RF
367
Robbins Farley
New Hampshire
$1.56M -$28.1K -104 -2%
AWM
368
Apollon Wealth Management
South Carolina
$1.55M +$179K +663 +14%
II
369
Inspire Investing
Idaho
$1.54M +$22.9K +85 +2%
EF
370
Empowered Funds
Pennsylvania
$1.52M +$1.42M +5,268 New
CP
371
Covenant Partners
Tennessee
$1.52M – – –
PCIA
372
Prime Capital Investment Advisors
Kansas
$1.48M +$162K +599 +13%
HAIM
373
Hunter Associates Investment Management
Pennsylvania
$1.48M +$215K +796 +18%
SBIA
374
Sheaff Brock Investment Advisors
Indiana
$1.46M – – –
PS
375
Principal Securities
Iowa
$1.46M +$1.36M +5,044 New
13 14
15
16 17

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.