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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
RB
551
Rodgers Brothers
Pennsylvania
$309K
MSFS
552
Main Street Financial Solutions
Pennsylvania
$309K -$5.37K -22 -2%
CCA
553
Checchi Capital Advisers
California
$308K -$977 -4 -0.3%
LNC
554
Lincoln National Corp
Pennsylvania
$308K +$305K +1,249 New
RIA
555
Regal Investment Advisors
Michigan
$307K +$244 +1 +0.1%
William Blair Investment Management
556
William Blair Investment Management
Illinois
$306K -$15.9K -65 -5%
AF
557
Allworth Financial
California
$305K +$264K +1,080 +701%
ECM
558
ExodusPoint Capital Management
New York
$303K -$4.91M -20,121 -94%
JWBC
559
J.W. Burns & Co
New York
$293K
FB
560
Fulton Bank
Pennsylvania
$289K +$1.95K +8 +0.7%
PP
561
Pegasus Partners
Wisconsin
$288K +$285K +1,168 New
SCA
562
Stonebridge Capital Advisors
Minnesota
$281K +$1.22K +5 +0.4%
MAS
563
Meeder Advisory Services
Ohio
$278K +$275K +1,127 New
LWANC
564
Laurel Wealth Advisors (North Carolina)
North Carolina
$277K -$21.5K -88 -7%
AC
565
AXQ Capital
New Jersey
$275K +$272K +1,114 New
DWA
566
Dorsey Wright & Associates
California
$272K +$269K +1,100 New
FPCP
567
Fort Point Capital Partners
California
$272K -$4.88K -20 -2%
KTA
568
Keeley-Teton Advisors
Illinois
$271K
HAIM
569
Hunter Associates Investment Management
Pennsylvania
$267K +$265K +1,084 New
PNC
570
Park National Corp
Ohio
$267K +$1.47K +6 +0.6%
PCS
571
Personal CFO Solutions
New Jersey
$266K +$19.8K +81 +8%
WorldQuant Millennium Advisors
572
WorldQuant Millennium Advisors
New York
$264K
CAG
573
Csenge Advisory Group
Florida
$264K -$14.9K -61 -5%
Jones Financial Companies
574
Jones Financial Companies
Missouri
$263K -$9.03K -37 -3%
BAM
575
Belpointe Asset Management
Nevada
$262K +$19.8K +81 +8%