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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
MWPCG
601
Measured Wealth Private Client Group
New Hampshire
$230K
PK
602
Pflug Koory
Nebraska
$230K
CS
603
Comerica Securities
Michigan
$226K -$5.62K -23 -2%
BWM
604
Blossom Wealth Management
California
$225K +$222K +910 New
TMAM
605
Tokio Marine Asset Management
Japan
$224K
GT
606
Greenleaf Trust
Michigan
$224K +$5.86K +24 +3%
TAIM
607
TD Ameritrade Investment Management
Nebraska
$222K -$69.8K -286 -24%
AIA
608
Affinity Investment Advisors
California
$222K
LCWP
609
Legacy Capital Wealth Partners
Arkansas
$222K +$219K +898 New
CCIA
610
Campbell & Co Investment Adviser
Maryland
$221K +$219K +897 New
FC
611
Fulcrum Capital
Washington
$220K +$218K +893 New
WAS
612
Wealth Advisory Solutions
Indiana
$219K +$217K +888 New
GIA
613
Gateway Investment Advisers
Ohio
$217K -$10.3K -42 -5%
BP
614
Ballentine Partners
Massachusetts
$211K +$209K +856 New
MAM
615
Meeder Asset Management
Ohio
$210K -$75.4K -309 -27%
CSIA
616
Carl Stuart Investment Advisor
Texas
$209K +$11.7K +48 New
AG
617
AIA Group
Hong Kong
$207K -$57.9K -237 -22%
DWM
618
Dakota Wealth Management
Florida
$206K +$204K +834 New
FDCDDQ
619
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K -$126K -517 -38%
SAM
620
Silvercrest Asset Management
New York
$205K -$85K -348 -30%
AHC
621
Anderson Hoagland & Co
Missouri
$205K +$202K +829 New
RWP
622
RWA Wealth Partners
Massachusetts
$204K
TC
623
Truvestments Capital
Florida
$192K +$63.7K +261 +50%
C
624
Covestor
United Kingdom
$188K -$2.93K -12 -2%
MA
625
MCF Advisors
Kentucky
$184K -$19K -78 -9%