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591 hedge funds and large institutions have $8.82B invested in Snap-on in 2019 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 182 increasing their positions, 233 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 67

14% more capital invested

Capital invested by funds: $7.74B → $8.82B (+$1.09B)

1% more funds holding

Funds holding: 587591 (+4)

11.16% less ownership

Funds ownership: 117.31%106.15% (-11%)

22% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 233

33% less call options, than puts

Call options by funds: $51.7M | Put options by funds: $77.6M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
591
Holders Change
+4
Holders Change %
+0.68%
% of All Funds
12.79%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
77
Increased
182
Reduced
233
Closed
67
Calls
$51.7M
Puts
$77.6M
Net Calls
-$25.8M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
551
Global Retirement Partners
California
$8K -$2.06K -13 -21%
CBT
552
Capital Bank & Trust
California
$8K +$7.78K +49 New
CFA
553
Carroll Financial Associates
North Carolina
$7K
PFSC
554
Peoples Financial Services Corp
Pennsylvania
$7K
EWM
555
Executive Wealth Management
Michigan
$6K -$72.6K -457 -92%
IA
556
IFP Advisors
Florida
$6K -$27.3K -172 -83%
SIAP
557
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K -$5.24K -33 -6%
SFG
558
SevenBridge Financial Group
Pennsylvania
$6K
DWM
559
Destination Wealth Management
California
$6K +$6.19K +39 New
CFG
560
Citizens Financial Group
Rhode Island
$5K -$1.43K -9 -21%
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$5K -$159 -1 -3%
FC
562
Ferris Capital
Massachusetts
$5K
SMFS
563
Squar Milner Financial Services
California
$5K
NFG
564
Next Financial Group
Texas
$5K +$2.54K +16 +145%
AIA
565
Alera Investment Advisors
Illinois
$5K +$3.81K +24 +300%
NFH
566
NEXT Financial Holdings
Texas
$5K +$4.29K +27 New
LWA
567
Lenox Wealth Advisors
New York
$5K +$5.24K +33 New
ACS
568
Archford Capital Strategies
Illinois
$4K
CAW
569
Cornerstone Advisors (Washington)
Washington
$4K
SWM
570
SeaCrest Wealth Management
New York
$4K
KFS
571
Kelly Financial Services
Massachusetts
$3.91K +$3.97K +25 New
WPA
572
West Paces Advisors
Georgia
$3.13K
APA
573
American Portfolios Advisors
New York
$3.13K +$3.18K +20 New
YWP
574
YorkBridge Wealth Partners
New York
$3K -$3.18K -20 -54%
AF
575
Allworth Financial
California
$3K

SNA Hedge Fund Activity: Q1 2019 in Review

591 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q1 2019, worth a combined $8.82B — up 14% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SNA positions and 67 closed out — a net gain of 10 holders — while 182 added to existing stakes and 233 trimmed.

The largest buyer was Bank of America, adding an estimated $397M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $103M sold.

  • 591 institutional investors held Snap-on (SNA) as of Q1 2019, up from 587 in Q4 2018.
  • Funds reported $8.82B of Snap-on stock for Q1 2019, up 14% quarter-over-quarter.
  • 77 funds opened new Snap-on positions in Q1 2019 and 67 closed out, a net change of +10 holders.
  • The largest Snap-on buyer in Q1 2019 was Bank of America, an estimated $397M added.
  • The largest Snap-on seller in Q1 2019 was Vaughan Nelson Investment Management, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2019.