We are live on ! Find out more

619 hedge funds and large institutions have $8.34B invested in Snap-on in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 222 increasing their positions, 215 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

3% more funds holding

Funds holding: 603619 (+16)

3% more repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 215

3.2% less ownership

Funds ownership: 125.94%122.74% (-3.2%)

18% less capital invested

Capital invested by funds: $10.2B → $8.34B (-$1.82B)

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

82% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $111M

Holders
619
Holders Change
+16
Holders Change %
+2.65%
% of All Funds
14.19%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.11%
New
79
Increased
222
Reduced
215
Closed
57
Calls
$19.5M
Puts
$111M
Net Calls
-$91.6M
Net Calls Change
-$55M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
526
Fuller & Thaler Asset Management
California
$54K +$16.4K +100 +38%
PFBT
527
Parkside Financial Bank & Trust
Missouri
$53K -$5.09K -31 -8%
IWM
528
IHT Wealth Management
Illinois
$51K -$4.93K -30 -8%
S
529
SignatureFD
Georgia
$51K +$57.4K +349 New
AAP
530
Arax Advisory Partners
Colorado
$46K -$18.2K -111 -26%
PCP
531
Proficio Capital Partners
Massachusetts
$45K -$6.41K -39 -11%
FANJ
532
Financial Architects (New Jersey)
New Jersey
$44K -$3.62K -22 -7%
IFAM
533
Institutional & Family Asset Management
Colorado
$44K +$49.3K +300 New
OFS
534
Orrstown Financial Services
Pennsylvania
$44K +$49.3K +300 New
TCM
535
Tributary Capital Management
Nebraska
$44K +$49.3K +300 New
CCM
536
Covington Capital Management
California
$41K -$321K -1,955 -88%
CB
537
Community Bank
New York
$41K
WB
538
Webster Bank
Connecticut
$41K
SPIA
539
Steward Partners Investment Advisory
New York
$39K +$24.7K +150 +129%
ARMT
540
Amica Retiree Medical Trust
Rhode Island
$38K -$139K -846 -77%
FPFS
541
First Personal Financial Services
North Carolina
$35K +$2.14K +13 +6%
OSNBOA
542
Old Second National Bank of Aurora
Illinois
$34K
SIAS
543
Shine Investment Advisory Services
Colorado
$34K
OWA
544
One Wealth Advisors
California
$33K -$2.79K -17 -7%
JFGIW
545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K
GT
546
Greenleaf Trust
Michigan
$31K
AIS
547
Accurate Investment Solutions
Pennsylvania
$31K +$164 +1 +0.5%
PCG
548
Private Capital Group
Connecticut
$30K +$26.3K +160 +372%
OIA
549
Optimum Investment Advisors
Illinois
$30K +$32.9K +200 New
AWA
550
Acorn Wealth Advisors
Michigan
$29K

SNA Hedge Fund Activity: Q1 2018 in Review

619 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q1 2018, worth a combined $8.34B — down 18% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new SNA positions and 57 closed out — a net gain of 22 holders — while 222 added to existing stakes and 215 trimmed.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $50.5M. The largest seller was JP Morgan Chase, cutting an estimated $211M.

  • 619 institutional investors held Snap-on (SNA) as of Q1 2018, up from 603 in Q4 2017.
  • Funds reported $8.34B of Snap-on stock for Q1 2018, down 18% quarter-over-quarter.
  • 79 funds opened new Snap-on positions in Q1 2018 and 57 closed out, a net change of +22 holders.
  • The largest Snap-on buyer in Q1 2018 was Pzena Investment Management, an estimated $50.5M added.
  • The largest Snap-on seller in Q1 2018 was JP Morgan Chase, an estimated $211M sold.

Based on aggregated 13F filings for Q1 2018.