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687 hedge funds and large institutions have $10.6B invested in Snap-on in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 244 increasing their positions, 244 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 52

11% more call options, than puts

Call options by funds: $26.2M | Put options by funds: $23.6M

5% more funds holding

Funds holding: 656687 (+31)

0.11% more ownership

Funds ownership: 88.23%88.34% (+0.11%)

0% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 244

4% less capital invested

Capital invested by funds: $11.1B → $10.6B (-$415M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
687
Holders Change
+31
Holders Change %
+4.73%
% of All Funds
11.96%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
89
Increased
244
Reduced
244
Closed
52
Calls
$26.2M
Puts
$23.6M
Net Calls
+$2.6M
Net Calls Change
-$35.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
501
B. Riley Wealth Advisors
Florida
$298K -$270K -1,129 -46%
PWA
502
Phoenix Wealth Advisors
North Carolina
$297K +$35.2K +147 +12%
APP
503
Avantax Planning Partners
Iowa
$297K +$319K +1,331 New
Wealthfront Advisers
504
Wealthfront Advisers
California
$294K -$27.3K -114 -8%
MFS
505
Mirabella Financial Services
United Kingdom
$293K +$314K +1,312 New
MCP
506
Martin Capital Partners
Oregon
$292K +$12.9K +54 +4%
MLL
507
Moody Lynn & Lieberson
Massachusetts
$292K +$313K +1,307 New
WAM
508
Wakefield Asset Management
Colorado
$287K -$5.98K -25 -2%
DFCM
509
Dark Forest Capital Management
Puerto Rico
$287K +$307K +1,284 New
QCM
510
Quantinno Capital Management
New York
$286K
CAM
511
Cresset Asset Management
Illinois
$286K +$5.98K +25 +2%
1WA
512
180 Wealth Advisors
Washington
$282K -$26.6K -111 -8%
SWK
513
Stephen W. Kidder
$279K -$59.8K -250 -17%
MWM
514
Mattern Wealth Management
Kansas
$277K
RIA
515
Regal Investment Advisors
Michigan
$277K +$296K +1,238 New
NICM
516
Neo Ivy Capital Management
New York
$274K +$294K +1,227 New
Rafferty Asset Management
517
Rafferty Asset Management
New York
$266K +$49.3K +206 +21%
GSBTD
518
Glenview State Bank Trust Department
Illinois
$264K
IP
519
Innovative Portfolios
Indiana
$262K +$281K +1,172 New
CA
520
Claro Advisors
Massachusetts
$260K +$8.14K +34 +3%
ECM
521
Evergreen Capital Management
Washington
$258K -$13.9K -58 -5%
BOPW
522
Brandywine Oak Private Wealth
Pennsylvania
$254K +$272K +1,137 New
Mackenzie Financial
523
Mackenzie Financial
Ontario, Canada
$253K -$5.27K -22 -2%
ICOM
524
Investment Counselors of Maryland
Maryland
$248K
PNC
525
Park National Corp
Ohio
$242K

SNA Hedge Fund Activity: Q2 2021 in Review

687 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q2 2021, worth a combined $10.6B — down 3.8% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SNA positions and 52 closed out — a net gain of 37 holders — while 244 added to existing stakes and 244 trimmed.

The largest buyer was Ameriprise, adding an estimated $107M. The largest seller was 1832 Asset Management, exiting entirely with an estimated $102M sold.

  • 687 institutional investors held Snap-on (SNA) as of Q2 2021, up from 656 in Q1 2021.
  • Funds reported $10.6B of Snap-on stock for Q2 2021, down 3.8% quarter-over-quarter.
  • 89 funds opened new Snap-on positions in Q2 2021 and 52 closed out, a net change of +37 holders.
  • The largest Snap-on buyer in Q2 2021 was Ameriprise, an estimated $107M added.
  • The largest Snap-on seller in Q2 2021 was 1832 Asset Management, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2021.