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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
GWM
576
Gitterman Wealth Management
New Jersey
$261K +$258K +1,057 New
APP
577
Avantax Planning Partners
Iowa
$260K +$28.3K +116 +12%
OCM
578
Orser Capital Management
Texas
$260K
BCM
579
Brown Capital Management
Maryland
$257K -$4.64K -19 -2%
RCAG
580
Rehmann Capital Advisory Group
Michigan
$255K -$2.69K -11 -1%
ME
581
McIlrath & Eck
Washington
$255K
BMSSC
582
B. Metzler seel. Sohn & Co
Germany
$254K
SGK
583
Steigerwald Gordon & Koch
Virginia
$254K
RWM
584
Ritholtz Wealth Management
New York
$253K +$250K +1,026 New
MCM
585
MAI Capital Management
Ohio
$253K +$1.47K +6 +0.6%
TWM
586
Tradition Wealth Management
Minnesota
$250K +$247K +1,012 New
LA
587
Lane & Associates
New Jersey
$248K +$245K +1,003 New
BBA
588
Baader Bank Aktiengesellschaft
Germany
$247K +$245K +1,002 New
BCV
589
Banque Cantonale Vaudoise
Switzerland
$247K
CA
590
Centerpoint Advisors
Massachusetts
$247K
WA
591
WBH Advisory
Maryland
$247K +$244K +1,000 New
2L
592
25 LLC
Missouri
$247K +$232K +949 New
CDH
593
Charles D. Hyman
$246K -$1.47K -6 -0.6%
PWP
594
Phillips Wealth Planners
Mississippi
$245K +$9.52K +39 +4%
KFS
595
Kaizen Financial Strategies
California
$242K -$19.5K -80 -8%
HI
596
Horizon Investments
North Carolina
$238K -$304K -1,246 -56%
BIA
597
Beacon Investment Advisors
Maryland
$238K -$14.6K -60 -6%
BL
598
Balentine LLC
Georgia
$237K -$21.2K -87 -8%
CW
599
Channel Wealth
California
$230K +$228K +932 New
NSIM
600
North Star Investment Management
Illinois
$230K -$5.62K -23 -2%