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Snap-on
SNA

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: 8 → 11 (+3)

15% more capital invested

Capital invested by funds: $11.6B → $13.4B (+$1.74B)

6% more funds holding

Funds holding: 811 → 862 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$200M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$80.6M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$37.2M
4
SEI Investments
SEI Investments
Pennsylvania
+$19.8M
5
EARNEST Partners
EARNEST Partners
Georgia
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$103M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$52.4M
3
Amundi
Amundi
France
-$28M
4
AI
Ariel Investments
Illinois
-$27M
5
AA
ALPS Advisors
Colorado
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
476
Denali Advisors
California
$725K – – –
IWA
477
Inspirion Wealth Advisors
Illinois
$716K – – –
FCI
478
Financial Counselors Inc
Kansas
$710K +$810 +3 +0.1%
BCM
479
Birch Capital Management
Texas
$710K +$18.1K +67 +3%
NRS
480
Neville Rodie & Shaw
New York
$705K – – –
TC
481
Truvestments Capital
Florida
$704K +$359K +1,332 +121%
VI
482
Vestcor Inc
New Brunswick, Canada
$704K -$3.24K -12 -0.5%
SFS
483
Stiles Financial Services
Minnesota
$702K +$2.43K +9 +0.4%
Northwestern Mutual Wealth Management
484
Northwestern Mutual Wealth Management
Wisconsin
$701K -$133K -494 -17%
RGI
485
River Global Investors
United Kingdom
$690K -$273K -1,013 -30%
EIM
486
Essex Investment Management
Massachusetts
$684K -$66.4K -246 -9%
RWA
487
Redhawk Wealth Advisors
Minnesota
$682K -$170K -630 -21%
LNC
488
Lincoln National Corp
Pennsylvania
$680K +$214K +792 +51%
DIM
489
Delta Investment Management
California
$672K -$810 -3 -0.1%
ACM
490
Aquatic Capital Management
Illinois
$670K +$626K +2,320 New
QWM
491
Quadcap Wealth Management
Texas
$659K +$616K +2,283 New
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$658K -$115K -426 -16%
NEI
493
Northwest & Ethical Investments
Ontario, Canada
$655K – – –
AG
494
AIA Group
Hong Kong
$654K +$611K +2,263 New
CT
495
Cambridge Trust
Massachusetts
$650K -$1.89K -7 -0.3%
PAM
496
Panagora Asset Management
Massachusetts
$643K – – –
BRWA
497
B. Riley Wealth Advisors
Florida
$636K -$395K -1,464 -40%
EOJOAM
498
E. Ohman J:or Asset Management
Sweden
$635K -$162K -600 -21%
BTI
499
Blue Trust Inc
Georgia
$631K +$60.4K +224 +10%
BHPW
500
Beverly Hills Private Wealth
California
$631K -$44K -163 -7%
18 19
20
21 22

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.