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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
SWMG
401
Signature Wealth Management Group
Georgia
$1.22M +$1.14M +4,207 New
CAG
402
Crestwood Advisors Group
Massachusetts
$1.21M
AWM
403
AE Wealth Management
Kansas
$1.2M +$308K +1,142 +38%
CG
404
Caprock Group
Idaho
$1.2M +$1.12M +4,165 New
SNBOSCI
405
Security National Bank of Sioux City Iowa
Iowa
$1.19M -$10.3K -38 -0.9%
OIM
406
Orca Investment Management
Oregon
$1.19M +$92.6K +343 +9%
SG Americas Securities
407
SG Americas Securities
New York
$1.18M -$95.5K -354 -8%
BSW
408
Buckingham Strategic Wealth
Missouri
$1.16M +$1.08M +4,003 New
MSRPS
409
Maryland State Retirement & Pension System
Maryland
$1.15M
Allspring Global Investments
410
Allspring Global Investments
North Carolina
$1.14M -$295K -1,093 -22%
Verition Fund Management
411
Verition Fund Management
Connecticut
$1.14M +$602K +2,230 +130%
SF
412
Synovus Financial
Georgia
$1.13M +$13.2K +49 +1%
EGM
413
Engineers Gate Manager
New York
$1.13M +$542K +2,007 +105%
SPA
414
Sherbrooke Park Advisers
New York
$1.13M -$321K -1,188 -23%
EFI
415
EHP Funds Inc
Canada
$1.13M -$702K -2,600 -40%
BC
416
Bridgefront Capital
Texas
$1.12M +$1.05M +3,873 New
VI
417
Versor Investments
New York
$1.12M +$189K +700 +22%
NB
418
Norinchukin Bank
Japan
$1.11M -$497K -1,841 -32%
OTPPB
419
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.08M -$114K -421 -10%
TW
420
TrinityPoint Wealth
Connecticut
$1.08M +$74.5K +276 +8%
TSS
421
Two Sigma Securities
New York
$1.08M +$655K +2,426 +187%
GSCM
422
Greenfield Seitz Capital Management
Texas
$1.06M +$993K +3,681 New
RJT
423
Raymond James Trust
Florida
$1.06M -$8.37K -31 -0.8%
IG
424
ING Group
Netherlands
$1.05M +$157K +583 +19%
HIMCH
425
Hartford Investment Management Co (HIMCO)
Connecticut
$1.03M -$18.1K -67 -2%

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.