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862 hedge funds and large institutions have $13.4B invested in Snap-on in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 292 increasing their positions, 305 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 46

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $11.6B → $13.4B (+$1.74B)

6% more funds holding

Funds holding: 811862 (+51)

1.61% more ownership

Funds ownership: 86.03%87.64% (+1.6%)

4% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 305

25% less call options, than puts

Call options by funds: $48.6M | Put options by funds: $64.7M

Holders
862
Holders Change
+51
Holders Change %
+6.29%
% of All Funds
12.57%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
109
Increased
292
Reduced
305
Closed
46
Calls
$48.6M
Puts
$64.7M
Net Calls
-$16.1M
Net Calls Change
-$7.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
551
Jones Financial Companies
Missouri
$453K +$183K +678 +76%
NCFG
552
New Century Financial Group
New Jersey
$451K +$421K +1,560 New
RB
553
Renasant Bank
Mississippi
$449K +$101K +374 +32%
MYAM
554
Meiji Yasuda Asset Management
Japan
$447K -$112K -416 -21%
LIM
555
Leavell Investment Management
Alabama
$445K -$12.7K -47 -3%
BTWM
556
Baker Tilly Wealth Management
Wisconsin
$442K -$31.6K -117 -7%
CCM
557
Coldstream Capital Management
Washington
$437K +$195K +723 +92%
SCA
558
Sage Capital Advisors
South Dakota
$433K
KLC
559
Knowledge Leaders Capital
Colorado
$432K -$36.2K -134 -8%
PA
560
Probity Advisors
Texas
$432K -$12.7K -47 -3%
Credit Agricole
561
Credit Agricole
France
$431K +$269K +995 +200%
KeyBank National Association
562
KeyBank National Association
Ohio
$430K -$14K -52 -3%
RB
563
Rodgers Brothers
Pennsylvania
$419K
CW
564
CreativeOne Wealth
Kansas
$412K -$537K -1,989 -58%
IAA
565
Independent Advisor Alliance
North Carolina
$411K
SAM
566
Shell Asset Management
Netherlands
$409K -$95.3K -353 -20%
BIAS
567
Beacon Investment Advisory Services
New Jersey
$405K -$14.6K -54 -4%
LCGC
568
Legacy Capital Group California
California
$399K +$2.43K +9 +0.7%
ECM
569
Evergreen Capital Management
Washington
$394K +$3.78K +14 +1%
PCG
570
Prosperity Consulting Group
Maryland
$391K -$1.08K -4 -0.3%
PTC
571
Petrus Trust Company
Texas
$391K +$365K +1,353 New
CAG
572
Csenge Advisory Group
Florida
$387K +$28.3K +105 +8%
PWA
573
Phoenix Wealth Advisors
North Carolina
$379K +$1.08K +4 +0.3%
AIMCA
574
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$375K
KI
575
Kapitalo Investimentos
Brazil
$374K +$140K +520 +67%

SNA Hedge Fund Activity: Q4 2023 in Review

862 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q4 2023, worth a combined $13.4B — up 15% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new SNA positions and 46 closed out — a net gain of 63 holders — while 292 added to existing stakes and 305 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $200M. The largest seller was BlackRock, cutting an estimated $103M.

  • 862 institutional investors held Snap-on (SNA) as of Q4 2023, up from 811 in Q3 2023.
  • Funds reported $13.4B of Snap-on stock for Q4 2023, up 15% quarter-over-quarter.
  • 109 funds opened new Snap-on positions in Q4 2023 and 46 closed out, a net change of +63 holders.
  • The largest Snap-on buyer in Q4 2023 was Morgan Stanley, an estimated $200M added.
  • The largest Snap-on seller in Q4 2023 was BlackRock, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2023.