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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
JF
576
Joule Financial
Kentucky
$370K +$28.9K +107 +9%
SG
577
StoneX Group
New York
$366K -$51.3K -190 -13%
MOS
578
MGO One Seven
Ohio
$364K -$34.3K -127 -9%
MWM
579
Mattern Wealth Management
Kansas
$363K
RCM
580
Radnor Capital Management
Pennsylvania
$361K
LWAM
581
Legacy Wealth Asset Management
Minnesota
$360K +$4.32K +16 +1%
RIA
582
Regal Investment Advisors
Michigan
$360K +$270 +1 +0.1%
PCS
583
Personal CFO Solutions
New Jersey
$359K +$61K +226 +22%
Public Sector Pension Investment Board (PSP Investments)
584
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$358K -$1.19M -4,424 -78%
TMAM
585
Tokio Marine Asset Management
Japan
$357K +$13.2K +49 +4%
AWA
586
Arete Wealth Advisors
Illinois
$351K +$41.3K +153 +14%
SPC
587
Sigma Planning Corp
Michigan
$350K -$416K -1,543 -56%
O
588
Ossiam
France
$347K
Vontobel Holding
589
Vontobel Holding
Switzerland
$343K
JWBC
590
J.W. Burns & Co
New York
$342K
FPCP
591
Fort Point Capital Partners
California
$338K
SCA
592
Stonebridge Capital Advisors
Minnesota
$336K +$2.7K +10 +0.9%
CIA
593
Choate Investment Advisors
Massachusetts
$332K -$4.05K -15 -1%
ZB
594
Zions Bancorporation
Utah
$330K +$306K +1,135 +18,917%
GCM
595
Gallacher Capital Management
Colorado
$329K +$307K +1,139 New
EA
596
Everpar Advisors
Oklahoma
$329K +$307K +1,138 New
PP
597
Pegasus Partners
Wisconsin
$325K -$11.6K -43 -4%
DGAM
598
Desjardins Global Asset Management
Quebec, Canada
$324K -$44.5K -165 -13%
PI
599
PEAK6 Investments
Illinois
$324K -$1.2M -4,463 -80%
EFG
600
Ethos Financial Group
Pennsylvania
$324K +$303K +1,121 New

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.