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889 hedge funds and large institutions have $13.7B invested in Snap-on in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 329 increasing their positions, 314 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more capital invested

Capital invested by funds: $12.2B → $13.7B (+$1.49B)

3% more funds holding

Funds holding: 867889 (+22)

1.33% more ownership

Funds ownership: 88.74%90.07% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 314

69% less call options, than puts

Call options by funds: $23.5M | Put options by funds: $77M

Holders
889
Holders Change
+22
Holders Change %
+2.54%
% of All Funds
12.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
91
Increased
329
Reduced
314
Closed
60
Calls
$23.5M
Puts
$77M
Net Calls
-$53.5M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
501
Northwest & Ethical Investments
Ontario, Canada
$656K -$131K -475 -17%
EB
502
Eastern Bank
Massachusetts
$652K +$620K +2,250 New
JWCA
503
J.W. Cole Advisors
Florida
$650K -$10.5K -38 -2%
TWP
504
Tempus Wealth Planning
California
$648K +$45.7K +166 +8%
CPA
505
Cardiff Park Advisors
California
$630K +$4.13K +15 +0.7%
SGI
506
Summit Global Investments
Utah
$624K +$14.9K +54 +3%
BAMF
507
BI Asset Management Fondsmaeglerselskab
Denmark
$616K
QC
508
Quadrature Capital
United Kingdom
$611K -$301K -1,094 -34%
KCIC
509
Kuhn & Co Investment Counsel
Illinois
$600K
FHB
510
First Hawaiian Bank
Hawaii
$599K -$5.51K -20 -1%
NRS
511
Neville Rodie & Shaw
New York
$595K
SCM
512
Sterling Capital Management
North Carolina
$593K +$564K +2,046 New
EAM
513
Empirical Asset Management
Massachusetts
$591K +$288K +1,045 +105%
JWCA
514
J.W. Coons Advisors
Ohio
$591K
NB
515
Norinchukin Bank
Japan
$584K +$57.9K +210 +12%
KWM
516
Kingsview Wealth Management
Oregon
$580K -$1.74M -6,309 -76%
EHC
517
Everett Harris & Co
California
$579K
PSFG
518
Prairie Sky Financial Group
Illinois
$579K
GT
519
Glenview Trust
Kentucky
$573K +$37.2K +135 +7%
BRWA
520
B. Riley Wealth Advisors
Florida
$571K -$103K -372 -16%
Vontobel Holding
521
Vontobel Holding
Switzerland
$570K +$292K +1,058 +116%
SPIA
522
Steward Partners Investment Advisory
New York
$570K -$42.4K -154 -7%
NWAG
523
Net Worth Advisory Group
Utah
$569K +$542K +1,965 New
MYIA
524
Mount Yale Investment Advisors
Colorado
$559K +$2.48K +9 +0.5%
PTC
525
Petrus Trust Company
Texas
$552K -$227K -824 -30%