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572 hedge funds and large institutions have $8.88B invested in Snap-on in 2016 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 182 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 55

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13% more capital invested

Capital invested by funds: $7.83B → $8.88B (+$1.04B)

11% more call options, than puts

Call options by funds: $16.3M | Put options by funds: $14.7M

5% more funds holding

Funds holding: 547572 (+25)

0.02% more ownership

Funds ownership: 89.32%89.35% (+0.02%)

14% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 212

Holders
572
Holders Change
+25
Holders Change %
+4.57%
% of All Funds
14.3%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.33%
New
87
Increased
182
Reduced
212
Closed
55
Calls
$16.3M
Puts
$14.7M
Net Calls
+$1.64M
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
MDCM
501
Morgan Dempsey Capital Management
Wisconsin
$68K
ST
502
Smithfield Trust
Pennsylvania
$64K -$5.04K -31 -8%
PHK
503
Point72 Hong Kong
Hong Kong
$63K +$40K +246 +200%
WB
504
Webster Bank
Connecticut
$61K +$58.2K +358 New
AFA
505
Abacus FCF Advisors
Florida
$60K +$57.4K +353 New
CFG
506
Citizens Financial Group
Rhode Island
$51K
BBHC
507
Brown Brothers Harriman & Co
New York
$51K +$48.8K +300 New
SFG
508
SevenBridge Financial Group
Pennsylvania
$50K
FPFS
509
First Personal Financial Services
North Carolina
$48K -$1.95K -12 -4%
SBL
510
Sargent Bickham Lagudis
Colorado
$48K
BL
511
Balentine LLC
Georgia
$48K +$9.76K +60 +27%
AAP
512
Arax Advisory Partners
Colorado
$46K +$44.1K +271 New
OSNBOA
513
Old Second National Bank of Aurora
Illinois
$41K +$6.51K +40 +20%
GLI
514
Guardian Life Insurance
New York
$37K
AssetMark Inc
515
AssetMark Inc
California
$36K +$4.55K +28 +15%
AIS
516
Accurate Investment Solutions
Pennsylvania
$35K +$163 +1 +0.5%
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$34K
QCG
518
Quadrant Capital Group
Ohio
$32K
PMFA
519
Plante Moran Financial Advisors
Michigan
$29K +$813 +5 +3%
FMII
520
Farmers & Merchants Investments Inc
Nebraska
$26K +$2.6K +16 +12%
JIM
521
Jupiter Investment Management
United Kingdom
$26K +$24.7K +152 New
MWM
522
Mascoma Wealth Management
New Hampshire
$26K +$25.1K +154 New
PCP
523
Proficio Capital Partners
Massachusetts
$20K
PA
524
Parallel Advisors
California
$19K +$17.9K +110 New
DAM
525
Delta Asset Management
Tennessee
$17K

SNA Hedge Fund Activity: Q4 2016 in Review

572 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q4 2016, worth a combined $8.88B — up 13% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SNA positions and 55 closed out — a net gain of 32 holders — while 182 added to existing stakes and 212 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $55.1M. The largest seller was JP Morgan Chase, cutting an estimated $78M.

  • 572 institutional investors held Snap-on (SNA) as of Q4 2016, up from 547 in Q3 2016.
  • Funds reported $8.88B of Snap-on stock for Q4 2016, up 13% quarter-over-quarter.
  • 87 funds opened new Snap-on positions in Q4 2016 and 55 closed out, a net change of +32 holders.
  • The largest Snap-on buyer in Q4 2016 was Bank of New York Mellon, an estimated $55.1M added.
  • The largest Snap-on seller in Q4 2016 was JP Morgan Chase, an estimated $78M sold.

Based on aggregated 13F filings for Q4 2016.