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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
UCFA
451
United Capital Financial Advisors
Texas
$886K -$713K -2,643 -46%
PWG
452
Portside Wealth Group
Utah
$870K -$48.6K -180 -6%
AIC
453
Aurora Investment Counsel
Georgia
$868K -$22.7K -84 -2%
JWM
454
JGP Wealth Management
Oregon
$860K +$1.62K +6 +0.2%
LOIM
455
Liberty One Investment Management
Illinois
$860K -$38K -141 -5%
AOI
456
Auto-Owners Insurance
Michigan
$859K
TWD
457
True Wealth Design
Ohio
$859K -$21.9K -81 -3%
RCM
458
RB Capital Management
Nevada
$849K +$4.86K +18 +0.6%
JIC
459
Johnson Investment Counsel
Ohio
$836K
MM
460
MQS Management
New York
$823K +$200K +741 +35%
PP
461
Prudential plc
United Kingdom
$809K -$577K -2,139 -43%
NMERB
462
New Mexico Educational Retirement Board
New Mexico
$808K
CTA
463
Chesley Taft & Associates
Illinois
$804K -$16.7K -62 -2%
SP
464
Symmetry Partners
Connecticut
$803K -$64K -237 -8%
AG
465
Algert Global
California
$801K +$184K +680 +32%
CCIA
466
Campbell & Co Investment Adviser
Maryland
$789K -$27.8K -103 -4%
HNB
467
Huntington National Bank
Ohio
$784K +$4.86K +18 +0.7%
CFGS
468
Concourse Financial Group Securities
Alabama
$753K +$6.48K +24 +0.9%
PAM
469
Paradigm Asset Management
New York
$751K -$27K -100 -4%
GCM
470
Gibraltar Capital Management
Oklahoma
$745K +$696K +2,580 New
TPWM
471
Twelve Points Wealth Management
Massachusetts
$744K +$37.8K +140 +6%
TWC
472
TD Waterhouse Canada
Ontario, Canada
$739K +$647K +2,397 +1,347%
SI
473
Shaker Investments
Ohio
$729K +$4.05K +15 +0.6%
WS
474
Wedbush Securities
California
$728K +$37.2K +138 +6%
KPWS
475
Kestra Private Wealth Services
Texas
$726K +$13K +48 +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.