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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: 811 (+3)

15% more capital invested

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

6% more funds holding

Funds holding: 811862 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
501
Metropolitan Life Insurance Company (MetLife)
New York
$620K -$11.1K -41 -2%
GT
502
Glenview Trust
Kentucky
$619K +$54.8K +203 +10%
CPA
503
Cardiff Park Advisors
California
$616K +$3.78K +14 +0.7%
FHB
504
First Hawaiian Bank
Hawaii
$610K +$2.97K +11 +0.5%
SSA
505
Schonfeld Strategic Advisors
New York
$607K +$567K +2,100 New
JCIA
506
Jackson Creek Investment Advisors
Colorado
$606K +$88.5K +328 +19%
KCIC
507
Kuhn & Co Investment Counsel
Illinois
$598K +$559K +2,071 New
RFN
508
RDA Financial Network
Iowa
$593K +$5.13K +19 +0.9%
Lazard Asset Management
509
Lazard Asset Management
New York
$585K -$672K -2,492 -55%
SPIA
510
Steward Partners Investment Advisory
New York
$584K +$81.8K +303 +18%
BB
511
Busey Bank
Illinois
$581K -$90.1K -334 -14%
EHC
512
Everett Harris & Co
California
$578K -$540K -2,000 -50%
PSFG
513
Prairie Sky Financial Group
Illinois
$578K
P
514
Pitcairn
Pennsylvania
$576K -$6.48K -24 -1%
JWCA
515
J.W. Cole Advisors
Florida
$576K +$538K +1,995 New
VIM
516
Vinva Investment Management
Australia
$575K -$317K -1,174 -37%
APG Asset Management
517
APG Asset Management
Netherlands
$575K -$45.1K -167 -7%
QI
518
Qtron Investments
Massachusetts
$573K
IF
519
Ironwood Financial
Arizona
$572K
CIM
520
Contravisory Investment Management
Massachusetts
$570K +$13K +48 +2%
ACIM
521
Azimuth Capital Investment Management
Michigan
$566K +$43.2K +160 +9%
JWCA
522
J.W. Coons Advisors
Ohio
$564K
HBT
523
Heartland Bank & Trust
Illinois
$546K -$32.4K -120 -6%
TWP
524
Tempus Wealth Planning
California
$544K +$23.5K +87 +5%
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$543K -$5.4K -20 -1%

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.