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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
WTB
576
Washington Trust Bank
Washington
$11K +$12.3K +75 New
APP
577
Avantax Planning Partners
Iowa
$11K +$13.3K +81 New
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$10.6K +$11.8K +72 New
SFG
579
SevenBridge Financial Group
Pennsylvania
$10K -$9.7K -59 -46%
VCM
580
Versant Capital Management
Arizona
$10K -$2.63K -16 -19%
VFA
581
Valeo Financial Advisors
Indiana
$10K +$9.04K +55 +393%
PWAG
582
Polaris Wealth Advisory Group
California
$10K +$11.7K +71 New
VIA
583
Vantage Investment Advisors
Pennsylvania
$9K
FMA
584
FNY Managed Accounts
New York
$9K +$4.93K +30 +88%
PFSC
585
Peoples Financial Services Corp
Pennsylvania
$7K
CFD
586
Creative Financial Designs
Indiana
$7K +$7.4K +45 New
FGC
587
Financial Gravity Companies
Texas
$6K -$2.79K -17 -30%
CFA
588
Carroll Financial Associates
North Carolina
$6K
GAM
589
Gemmer Asset Management
California
$6K
CFG
590
Citizens Financial Group
Rhode Island
$6K +$986 +6 +16%
VCM
591
Vigilant Capital Management
Maine
$6K +$6.25K +38 New
FGAM
592
Financial Gravity Asset Management
Texas
$6K +$6.41K +39 New
ACA
593
Atlas Capital Advisors
Wyoming
$5.31K +$5.92K +36 New
MA
594
MCF Advisors
Kentucky
$5K
NSIM
595
North Star Investment Management
Illinois
$5K
ACS
596
Archford Capital Strategies
Illinois
$5K +$4.6K +28 New
FC
597
Ferris Capital
Massachusetts
$5K +$5.59K +34 New
TSW
598
Thompson Siegel & Walmsley
Virginia
$4K -$4.11K -25 -45%
SWM
599
SeaCrest Wealth Management
New York
$4K -$1.81K -11 -28%
CHP
600
Cable Hill Partners
Oregon
$3K

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.