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791 hedge funds and large institutions have $11.2B invested in Snap-on in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 275 increasing their positions, 269 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

19% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.6M

9% more capital invested

Capital invested by funds: $10.3B → $11.2B (+$944M)

8.52% more ownership

Funds ownership: 86%94.52% (+8.5%)

4% more funds holding

Funds holding: 763791 (+28)

2% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 269

Holders
791
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
12.61%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
96
Increased
275
Reduced
269
Closed
54
Calls
$15M
Puts
$12.6M
Net Calls
+$2.39M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
401
Aurora Investment Counsel
Georgia
$878K
LSERS
402
Louisiana State Employees Retirement System
Louisiana
$864K +$24.4K +100 +3%
JFGIW
403
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$863K -$37.4K -153 -4%
EIM
404
Essex Investment Management
Massachusetts
$857K
SLWA
405
San Luis Wealth Advisors
California
$856K +$846K +3,466 New
WSFS
406
Wilmington Savings Fund Society
Delaware
$855K
Rafferty Asset Management
407
Rafferty Asset Management
New York
$855K +$50.5K +207 +6%
OIM
408
Orca Investment Management
Oregon
$848K -$7.57K -31 -0.9%
AGP
409
Autumn Glory Partners
Texas
$844K
AAS
410
Avantax Advisory Services
Texas
$841K +$36.9K +151 +5%
RGI
411
River Global Investors
United Kingdom
$839K -$24.4K -100 -3%
LTAS
412
Linden Thomas Advisory Services
North Carolina
$824K +$128K +526 +19%
OQS
413
Occudo Quantitative Strategies
Florida
$817K +$808K +3,310 New
RIA
414
Richwood Investment Advisors
Ohio
$811K
CB
415
Commerce Bank
Missouri
$810K +$23.7K +97 +3%
TWD
416
True Wealth Design
Ohio
$791K -$29.5K -121 -4%
RWA
417
Redhawk Wealth Advisors
Minnesota
$785K +$123K +505 +19%
DCM
418
Dupont Capital Management
Delaware
$781K -$985K -4,033 -56%
AWS
419
Atria Wealth Solutions
New York
$769K +$28.8K +118 +4%
OAM
420
Ostrum Asset Management
France
$764K +$755K +3,093 New
BTI
421
Blue Trust Inc
Georgia
$760K +$138K +567 +21%
Wealth Enhancement Advisory Services
422
Wealth Enhancement Advisory Services
Minnesota
$755K +$53.7K +220 +8%
JIC
423
Johnson Investment Counsel
Ohio
$745K +$3.91K +16 +0.5%
SIP
424
Stoneridge Investment Partners
Pennsylvania
$742K -$32.5K -133 -4%
RCM
425
RB Capital Management
Nevada
$739K -$14.9K -61 -2%