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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: 812 (+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: 763791 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
501
ZWJ Investment Counsel
Georgia
$430K +$6.1K +25 +1%
Mackenzie Financial
502
Mackenzie Financial
Ontario, Canada
$420K -$108K -443 -21%
API
503
Advisor Partners II
California
$415K +$26.1K +107 +7%
NMIMC
504
Northwestern Mutual Investment Management Company
Wisconsin
$412K +$977 +4 +0.2%
OTL
505
Oak Thistle LLC
New York
$412K +$407K +1,668 New
VCA
506
Verdence Capital Advisors
Maryland
$412K -$58.8K -241 -13%
MGP
507
Metis Global Partners
California
$407K +$133K +545 +49%
SAM
508
Shell Asset Management
Netherlands
$401K -$853K -3,496 -68%
DGAM
509
Desjardins Global Asset Management
Quebec, Canada
$397K -$79.3K -325 -17%
GIM
510
Goelzer Investment Management
Indiana
$395K
KIA
511
KLR Investment Advisors
Rhode Island
$395K -$103K -422 -21%
SCA
512
Snowden Capital Advisors
New York
$393K +$37.6K +154 +11%
LIM
513
Leavell Investment Management
Alabama
$392K
KWM
514
Kolinsky Wealth Management
New Jersey
$392K +$10.7K +44 +3%
EI
515
Ellevest Inc
New York
$391K +$82.3K +337 +27%
AA
516
AlphaQ Advisors
Florida
$391K +$23.9K +98 +7%
IAA
517
Independent Advisor Alliance
North Carolina
$388K +$384K +1,572 New
JWM
518
Jackson Wealth Management
Florida
$384K +$380K +1,557 New
MYAM
519
Meiji Yasuda Asset Management
Japan
$384K +$2.44K +10 +0.6%
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$384K +$34.2K +140 +10%
MOS
521
MGO One Seven
Ohio
$383K +$119K +488 +46%
BTWM
522
Baker Tilly Wealth Management
Wisconsin
$382K -$7.81K -32 -2%
II
523
Inspire Investing
Idaho
$377K +$6.59K +27 +2%
SCA
524
Sage Capital Advisors
South Dakota
$370K
CL
525
CSS LLC
Illinois
$370K +$366K +1,500 New

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.