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722 hedge funds and large institutions have $10.2B invested in Snap-on in 2021 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

399% more call options, than puts

Call options by funds: $120M | Put options by funds: $24M

80% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 56

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

6% more funds holding

Funds holding: 684722 (+38)

2% more capital invested

Capital invested by funds: $10B → $10.2B (+$183M)

0.21% more ownership

Funds ownership: 89.01%89.22% (+0.21%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
722
Holders Change
+38
Holders Change %
+5.56%
% of All Funds
11.11%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
101
Increased
277
Reduced
217
Closed
56
Calls
$120M
Puts
$24M
Net Calls
+$95.8M
Net Calls Change
+$92.9M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
526
Avantax Planning Partners
Iowa
$287K
CA
527
Claro Advisors
Massachusetts
$287K +$13.9K +65 +5%
IAM
528
Infusive Asset Management
New York
$284K -$41.2K -193 -3%
KTA
529
Keeley-Teton Advisors
Illinois
$283K
MCP
530
Martin Capital Partners
Oregon
$283K +$3.42K +16 +1%
LWANC
531
Laurel Wealth Advisors (North Carolina)
North Carolina
$282K -$4.27K -20 -2%
WAM
532
Wakefield Asset Management
Colorado
$282K +$12.2K +57 +5%
MSFS
533
Main Street Financial Solutions
Pennsylvania
$281K +$279K +1,305 New
VPIM
534
Vanguard Personalized Indexing Management
California
$280K -$222K -1,040 -44%
RMC
535
Resources Management Corp
Connecticut
$271K -$42.7K -200 -14%
MWM
536
Mattern Wealth Management
Kansas
$271K
KWM
537
Kolinsky Wealth Management
New Jersey
$271K +$269K +1,259 New
MAM
538
Meeder Asset Management
Ohio
$269K -$346K -1,622 -56%
RIA
539
Regal Investment Advisors
Michigan
$267K
FFM
540
Forum Financial Management
Illinois
$266K +$263K +1,233 New
RMCM
541
Reynders McVeigh Capital Management
Massachusetts
$264K +$48.3K +226 +23%
CI
542
Cigna Investments
Connecticut
$263K -$110K -513 -29%
PMAM
543
Penn Mutual Asset Management
Pennsylvania
$263K +$66.2K +310 +34%
KPWS
544
Kestra Private Wealth Services
Texas
$262K +$26.1K +122 +11%
BCM
545
Birch Capital Management
Texas
$257K
CAM
546
CenterStar Asset Management
Illinois
$254K
IAIM
547
Industrial Alliance Investment Management
Quebec, Canada
$253K +$251K +1,174 New
SCA
548
Stonebridge Capital Advisors
Minnesota
$248K
FDCDDQ
549
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K +$21.4K +100 +10%
RWM
550
Ritholtz Wealth Management
New York
$242K +$10.5K +49 +5%

SNA Hedge Fund Activity: Q4 2021 in Review

722 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q4 2021, worth a combined $10.2B — up 1.8% from $10B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SNA positions and 56 closed out — a net gain of 45 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $48.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $120M.

  • 722 institutional investors held Snap-on (SNA) as of Q4 2021, up from 684 in Q3 2021.
  • Funds reported $10.2B of Snap-on stock for Q4 2021, up 1.8% quarter-over-quarter.
  • 101 funds opened new Snap-on positions in Q4 2021 and 56 closed out, a net change of +45 holders.
  • The largest Snap-on buyer in Q4 2021 was First Trust Advisors, an estimated $48.2M added.
  • The largest Snap-on seller in Q4 2021 was T. Rowe Price Associates, an estimated $120M sold.

Based on aggregated 13F filings for Q4 2021.