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632 hedge funds and large institutions have $8.56B invested in Snap-on in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 203 increasing their positions, 215 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 41

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

29% more call options, than puts

Call options by funds: $37.5M | Put options by funds: $29M

14% more capital invested

Capital invested by funds: $7.49B → $8.56B (+$1.07B)

11% more funds holding

Funds holding: 568632 (+64)

0.53% less ownership

Funds ownership: 93.57%93.03% (-0.53%)

6% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 215

Holders
632
Holders Change
+64
Holders Change %
+11.27%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
116
Increased
203
Reduced
215
Closed
41
Calls
$37.5M
Puts
$29M
Net Calls
+$8.48M
Net Calls Change
+$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
526
Asset Dedication LLC
California
$86K
WT
527
Washington Trust
Rhode Island
$85K +$55.3K +331 +195%
VCG
528
Vantage Consulting Group
Virginia
$85K +$82.9K +496 New
BWM
529
Birchcreek Wealth Management
Ohio
$82K +$80.2K +480 New
AF
530
Advisornet Financial
Minnesota
$78K +$1.67K +10 +2%
EI
531
Ellevest Inc
New York
$75K -$47.1K -282 -39%
EP
532
Eudaimonia Partners
Tennessee
$75K -$334 -2 -0.5%
Parallax Volatility Advisers
533
Parallax Volatility Advisers
California
$74K +$72.5K +434 New
CCC
534
Crescent Capital Consulting
Louisiana
$73K +$71.9K +430 New
NSIM
535
North Star Investment Management
Illinois
$68K
CFD
536
Creative Financial Designs
Indiana
$58K
NIM
537
NuWave Investment Management
New Jersey
$58K +$55.7K +333 +6,660%
CIA
538
CSat Investment Advisory
Michigan
$57K -$28.9K -173 -34%
TIM
539
Tortoise Investment Management
New York
$57K
CT
540
Caldwell Trust
Florida
$57K
SFPG
541
Stonebridge Financial Planning Group
Florida
$56K -$16.7K -100 -24%
Jones Financial Companies
542
Jones Financial Companies
Missouri
$55K +$53.3K +319 New
VRM
543
Vectors Research Management
New York
$53K +$51.8K +310 New
BCWM
544
Bartlett & Co Wealth Management
Ohio
$51.3K
BC
545
Bartlett & Co
Ohio
$51K
PA
546
Parallel Advisors
California
$48K -$14.9K -89 -24%
WB
547
Webster Bank
Connecticut
$47K
FMT
548
First Mercantile Trust
Tennessee
$41K -$5.68K -34 -12%
FFA
549
Freedman Financial Associates
Massachusetts
$37K +$36.1K +216 New
CFFP
550
Center for Financial Planning
Michigan
$36K

SNA Hedge Fund Activity: Q4 2020 in Review

632 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q4 2020, worth a combined $8.56B — up 14% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SNA positions and 41 closed out — a net gain of 75 holders — while 203 added to existing stakes and 215 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $69.5M.

  • 632 institutional investors held Snap-on (SNA) as of Q4 2020, up from 568 in Q3 2020.
  • Funds reported $8.56B of Snap-on stock for Q4 2020, up 14% quarter-over-quarter.
  • 116 funds opened new Snap-on positions in Q4 2020 and 41 closed out, a net change of +75 holders.
  • The largest Snap-on buyer in Q4 2020 was LSV Asset Management, an estimated $73.3M added.
  • The largest Snap-on seller in Q4 2020 was Bank of America, an estimated $69.5M sold.

Based on aggregated 13F filings for Q4 2020.