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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
BCI
376
Brinker Capital Investments
Pennsylvania
$1.44M +$144K +534 +12%
OPS
377
Orion Portfolio Solutions
Nebraska
$1.44M +$144K +534 +12%
RP
378
Rowlandmiller & Partners
Georgia
$1.4M -$10.8K -40 -0.8%
SMDAM
379
Sumitomo Mitsui DS Asset Management
Japan
$1.39M – – –
FIC
380
FCG Investment Company
Tennessee
$1.39M +$1.3M +4,820 New
SA
381
SRN Advisors
Pennsylvania
$1.38M -$730K -2,704 -36%
Daiwa Securities Group
382
Daiwa Securities Group
Japan
$1.37M +$71.5K +265 +6%
PS
383
Pensionfund Sabic
Netherlands
$1.36M – – –
Pacer Advisors
384
Pacer Advisors
Pennsylvania
$1.36M +$344K +1,274 +37%
LA
385
Lindenwold Advisors
Pennsylvania
$1.35M -$5.94K -22 -0.5%
SNBOSD
386
Security National Bank of So Dak
Iowa
$1.34M +$13.5K +50 +1%
FMWA
387
Forvis Mazars Wealth Advisors
Missouri
$1.32M – – –
TRSOTSOK
388
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M -$61.5K -228 -5%
GI
389
GAMCO Investors
Connecticut
$1.3M -$189K -700 -13%
Pathstone Holdings
390
Pathstone Holdings
New Jersey
$1.28M +$1.2M +4,432 New
Rafferty Asset Management
391
Rafferty Asset Management
New York
$1.28M +$59.1K +219 +5%
AWS
392
Atria Wealth Solutions
New York
$1.27M +$319K +1,181 +37%
SEC
393
Seven Eight Capital
New York
$1.26M +$421K +1,560 +55%
GIBU
394
Gulf International Bank (UK)
United Kingdom
$1.26M -$139K -514 -11%
LA
395
LBP AM
France
$1.26M – – –
TIAA Trust, National Association
396
TIAA Trust, National Association
North Carolina
$1.25M +$17K +63 +1%
ET
397
Entropy Technologies
New York
$1.23M +$1.15M +4,268 New
AI
398
Atria Investments
North Carolina
$1.23M +$8.1K +30 +0.7%
KRS
399
Kentucky Retirement Systems
Kentucky
$1.22M -$8.9K -33 -0.8%
Mackenzie Financial
400
Mackenzie Financial
Ontario, Canada
$1.22M -$14.8K -55 -1%
14 15
16
17 18

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.