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Snap-on
SNA

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: 8 → 12 (+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: 763 → 791 (+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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.18B
2
Invesco
Invesco
Georgia
+$79.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$24.1M
4
Bank of America
Bank of America
North Carolina
+$14.9M
5
FP
Foundry Partners
Minnesota
+$14.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$49.2M
2
AI
Ariel Investments
Illinois
-$30.8M
3
BlackRock
BlackRock
New York
-$21.5M
4
Morgan Stanley
Morgan Stanley
New York
-$17.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$16.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
476
Wedbush Securities
California
$514K +$75.7K +310 +18%
BRWA
477
B. Riley Wealth Advisors
Florida
$513K +$5.13K +21 +1%
V
478
Veritable
Delaware
$505K +$12.2K +50 +3%
BHC
479
Bowen Hanes & Co
Florida
$499K – – –
DIM
480
Delta Investment Management
California
$499K +$6.1K +25 +1%
QI
481
Qtron Investments
Massachusetts
$490K – – –
IF
482
Ironwood Financial
Arizona
$489K – – –
RFN
483
RDA Financial Network
Iowa
$485K +$244 +1 +0.1%
TI
484
Trexquant Investment
Connecticut
$479K +$474K +1,941 New
TPW
485
TL Private Wealth
Texas
$478K – – –
P
486
Pitcairn
Pennsylvania
$470K +$43.9K +180 +10%
JWCA
487
J.W. Coons Advisors
Ohio
$469K +$10.3K +42 +2%
KRSITF
488
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$467K -$4.64K -19 -1%
MAM
489
MMA Asset Management
Pennsylvania
$465K +$12.2K +50 +3%
LA
490
LBP AM
France
$462K -$68.8K -282 -13%
LWAM
491
Legacy Wealth Asset Management
Minnesota
$458K -$3.66K -15 -0.8%
BCM
492
Birch Capital Management
Texas
$455K +$4.88K +20 +1%
TRCT
493
Tower Research Capital (TRC)
New York
$454K -$363K -1,487 -45%
PI
494
PEAK6 Investments
Illinois
$452K -$529K -2,165 -54%
GFP
495
Gryphon Financial Partners
Ohio
$449K +$1.95K +8 +0.4%
VIM
496
Vinva Investment Management
Australia
$448K +$452K +1,850 New
MCP
497
Martin Capital Partners
Oregon
$447K +$8.54K +35 +2%
ACIM
498
Azimuth Capital Investment Management
Michigan
$442K – – –
MLL
499
Moody Lynn & Lieberson
Massachusetts
$441K +$436K +1,786 New
ESCM
500
Echo Street Capital Management
New York
$431K +$205K +838 +92%
18 19
20
21 22

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.