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791 hedge funds and large institutions have $11.2B invested in Snap-on in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 275 increasing their positions, 269 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

19% more call options, than puts

Call options by funds: $15M | Put options by funds: $12.6M

9% more capital invested

Capital invested by funds: $10.3B → $11.2B (+$944M)

8.52% more ownership

Funds ownership: 86%94.52% (+8.5%)

4% more funds holding

Funds holding: 763791 (+28)

2% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 269

Holders
791
Holders Change
+28
Holders Change %
+3.67%
% of All Funds
12.61%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
96
Increased
275
Reduced
269
Closed
54
Calls
$15M
Puts
$12.6M
Net Calls
+$2.39M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
526
Empirical Finance
Pennsylvania
$370K +$16.1K +66 +5%
KeyBank National Association
527
KeyBank National Association
Ohio
$364K -$21K -86 -6%
DA
528
Drake & Associates
Wisconsin
$364K +$8.54K +35 +2%
SC
529
SRB Corp
Massachusetts
$361K +$357K +1,462 New
BIAS
530
Beacon Investment Advisory Services
New Jersey
$359K -$3.66K -15 -1%
TWP
531
Tempus Wealth Planning
California
$356K +$32.7K +134 +10%
APA
532
Astoria Portfolio Advisors
New York
$352K +$43.2K +177 +13%
IAIM
533
Industrial Alliance Investment Management
Quebec, Canada
$352K +$239K +981 +221%
MC
534
Machina Capital
France
$348K +$344K +1,411 New
MAM
535
Martingale Asset Management
Massachusetts
$346K -$29.5K -121 -8%
GF
536
Gabelli Funds
New York
$346K -$439K -1,800 -56%
PCG
537
Prosperity Consulting Group
Maryland
$343K +$11.7K +48 +4%
CFG
538
Citizens Financial Group
Rhode Island
$336K +$18.6K +76 +6%
TA
539
TFB Advisors
Kansas
$336K +$65.4K +268 +25%
ECM
540
Evergreen Capital Management
Washington
$333K -$732 -3 -0.2%
SEC
541
Seven Eight Capital
New York
$330K +$327K +1,338 New
FFM
542
Forum Financial Management
Illinois
$329K
LCGC
543
Legacy Capital Group California
California
$324K +$321K +1,313 New
AIMCA
544
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$321K +$317K +1,300 New
CIM
545
Contravisory Investment Management
Massachusetts
$315K +$9.28K +38 +3%
PWA
546
Phoenix Wealth Advisors
North Carolina
$315K +$1.71K +7 +0.6%
PMAM
547
Penn Mutual Asset Management
Pennsylvania
$312K
RB
548
Renasant Bank
Mississippi
$312K -$11.2K -46 -4%
MWM
549
Mattern Wealth Management
Kansas
$311K
FL
550
Fort LP
Maryland
$309K -$148K -606 -33%