We are live on ! Find out more

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
FCI
451
Financial Counselors Inc
Kansas
$625K -$26.4K -108 -4%
SFS
452
Stiles Financial Services
Minnesota
$622K -$24.4K -100 -4%
EAM
453
Empirical Asset Management
Massachusetts
$618K +$611K +2,504 New
NMERB
454
New Mexico Educational Retirement Board
New Mexico
$616K
Walleye Capital
455
Walleye Capital
New York
$613K +$606K +2,483 New
IWA
456
Inspirion Wealth Advisors
Illinois
$613K
AWM
457
Apollon Wealth Management
South Carolina
$612K -$10K -41 -2%
SPC
458
Sigma Planning Corp
Michigan
$604K -$797K -3,263 -57%
SL
459
Sentinus LLC
Illinois
$602K +$595K +2,438 New
CT
460
Cambridge Trust
Massachusetts
$591K +$24.9K +102 +4%
MLICM
461
Metropolitan Life Insurance Company (MetLife)
New York
$586K -$154K -629 -21%
BB
462
Busey Bank
Illinois
$581K
DT
463
Diversified Trust
Tennessee
$579K +$43.9K +180 +8%
BHPW
464
Beverly Hills Private Wealth
California
$570K +$89.4K +366 +19%
JCIA
465
Jackson Creek Investment Advisors
Colorado
$553K
CFGS
466
Concourse Financial Group Securities
Alabama
$553K -$49.6K -203 -8%
PAM
467
Panagora Asset Management
Massachusetts
$549K -$974K -3,991 -64%
GT
468
Glenview Trust
Kentucky
$549K
SG
469
StoneX Group
New York
$546K +$195K +798 +56%
HBT
470
Heartland Bank & Trust
Illinois
$539K +$33K +135 +7%
APG Asset Management
471
APG Asset Management
Netherlands
$537K -$845K -3,463 -59%
TPWM
472
Twelve Points Wealth Management
Massachusetts
$533K +$46.6K +191 +10%
FHB
473
First Hawaiian Bank
Hawaii
$531K -$14.6K -60 -3%
DA
474
Denali Advisors
California
$521K +$491K +2,010 +2,010%
CPA
475
Cardiff Park Advisors
California
$516K +$3.42K +14 +0.7%

SNA Hedge Fund Activity: Q1 2023 in Review

791 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q1 2023, worth a combined $11.2B — up 9.2% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SNA positions and 54 closed out — a net gain of 42 holders — while 275 added to existing stakes and 269 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.18B. The largest seller was Ameriprise, cutting an estimated $49.2M.

  • 791 institutional investors held Snap-on (SNA) as of Q1 2023, up from 763 in Q4 2022.
  • Funds reported $11.2B of Snap-on stock for Q1 2023, up 9.2% quarter-over-quarter.
  • 96 funds opened new Snap-on positions in Q1 2023 and 54 closed out, a net change of +42 holders.
  • The largest Snap-on buyer in Q1 2023 was Envestnet Asset Management, an estimated $1.18B added.
  • The largest Snap-on seller in Q1 2023 was Ameriprise, an estimated $49.2M sold.

Based on aggregated 13F filings for Q1 2023.