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Snap-on

889 hedge funds and large institutions have $13.7B invested in Snap-on in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 329 increasing their positions, 314 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more capital invested

Capital invested by funds: $12.2B → $13.7B (+$1.49B)

3% more funds holding

Funds holding: 867889 (+22)

1.33% more ownership

Funds ownership: 88.74%90.07% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 314

69% less call options, than puts

Call options by funds: $23.5M | Put options by funds: $77M

Holders
889
Holders Change
+22
Holders Change %
+2.54%
% of All Funds
12.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
91
Increased
329
Reduced
314
Closed
60
Calls
$23.5M
Puts
$77M
Net Calls
-$53.5M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
551
Independent Financial Group
California
$475K -$95.1K -345 -17%
OQS
552
Occudo Quantitative Strategies
Florida
$473K -$422K -1,532 -48%
FPCG
553
Forum Private Client Group
Indiana
$467K
TSS
554
Two Sigma Securities
New York
$466K +$185K +672 +72%
GIM
555
Goelzer Investment Management
Indiana
$464K
BHPW
556
Beverly Hills Private Wealth
California
$459K -$90.1K -327 -17%
KRSITF
557
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$452K -$38.6K -140 -8%
VIM
558
Vinva Investment Management
Australia
$449K -$143K -519 -25%
SC
559
Savant Capital
Illinois
$447K +$144K +522 +51%
FFM
560
Forum Financial Management
Illinois
$446K -$24K -87 -5%
BWP
561
Baldwin Wealth Partners
Massachusetts
$444K +$421K +1,527 +21,814%
VCA
562
Verdence Capital Advisors
Maryland
$442K +$10.2K +37 +2%
William Blair Investment Management
563
William Blair Investment Management
Illinois
$441K -$5.79K -21 -1%
VI
564
Vestcor Inc
New Brunswick, Canada
$435K
SCA
565
Sage Capital Advisors
South Dakota
$435K
BAM
566
Belpointe Asset Management
Nevada
$434K +$413K +1,498 New
GSEP
567
Golden State Equity Partners
California
$428K +$181K +658 +80%
LCWP
568
Legacy Capital Wealth Partners
Arkansas
$425K +$2.48K +9 +0.6%
Balyasny Asset Management
569
Balyasny Asset Management
Illinois
$425K +$404K +1,467 New
KeyBank National Association
570
KeyBank National Association
Ohio
$415K -$13.5K -49 -3%
RB
571
Rodgers Brothers
Pennsylvania
$413K
AWA
572
Arete Wealth Advisors
Illinois
$407K +$83.8K +304 +27%
BIAS
573
Beacon Investment Advisory Services
New Jersey
$406K
EFG
574
Ethos Financial Group
Pennsylvania
$402K +$24.3K +88 +7%
ECM
575
Evergreen Capital Management
Washington
$402K +$276 +1 +0.1%