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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
TF
551
Tompkins Financial
New York
$28K +$1.31K +8 +4%
Loomis, Sayles & Company
552
Loomis, Sayles & Company
Massachusetts
$26K +$28.9K +176 New
FMII
553
Farmers & Merchants Investments Inc
Nebraska
$25K
QCG
554
Quadrant Capital Group
Ohio
$25K +$22.2K +135 +245%
PMFA
555
Plante Moran Financial Advisors
Michigan
$24K
FHA
556
First Horizon Advisors
Tennessee
$24K +$6.74K +41 +32%
Parallax Volatility Advisers
557
Parallax Volatility Advisers
California
$23K -$248K -1,508 -91%
FRA
558
Front Row Advisors
California
$22K -$493 -3 -2%
GRP
559
Global Retirement Partners
California
$22K +$2.46K +15 +11%
PA
560
Parallel Advisors
California
$21K -$493 -3 -2%
SFSIG
561
San Francisco Sentry Investment Group
California
$20K -$29.1K -177 -57%
GLI
562
Guardian Life Insurance
New York
$19K -$9.04K -55 -30%
DSC
563
Duncker Streett & Co
Missouri
$18K -$511K -3,110 -96%
DAM
564
Delta Asset Management
Tennessee
$18K
FA
565
Fortis Advisors
Pennsylvania
$18K +$20.4K +124 New
SIAP
566
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K
TFA
567
Toth Financial Advisory
Virginia
$16K
WT
568
Whittier Trust
California
$16K
WAP
569
Wealthcare Advisory Partners
Pennsylvania
$15K -$8.22K -50 -33%
BAM
570
Barrett Asset Management
New York
$15K +$16.4K +100 New
WA
571
WealthTrust-Arizona
Arizona
$14K -$493 -3 -3%
TL
572
TrueWealth LLC
Georgia
$14K
LWA
573
Lenox Wealth Advisors
New York
$14K +$12K +73 +317%
PCFFS
574
Pacific Center for Financial Services
California
$12K
ZB
575
Zions Bancorporation
Utah
$12K

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.