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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
Balyasny Asset Management
601
Balyasny Asset Management
Illinois
$324K -$75K -278 -20%
GT
602
Greenleaf Trust
Michigan
$324K +$24K +89 +9%
APP
603
Avantax Planning Partners
Iowa
$321K -$4.86K -18 -2%
TWM
604
Tradition Wealth Management
Minnesota
$320K
TCM
605
Teza Capital Management
Illinois
$318K -$18.4K -68 -6%
RMC
606
Resources Management Corp
Connecticut
$317K +$10.8K +40 +4%
MC
607
Machina Capital
France
$315K +$294K +1,091 New
DWA
608
Dorsey Wright & Associates
California
$315K -$1.62K -6 -0.5%
CA
609
Centerpoint Advisors
Massachusetts
$315K +$24.3K +90 +9%
LCWP
610
Legacy Capital Wealth Partners
Arkansas
$315K +$29.7K +110 +11%
SFI
611
Siemens Fonds Invest
Germany
$313K -$247K -914 -46%
OTL
612
Oak Thistle LLC
New York
$313K -$325K -1,204 -53%
GS
613
GTS Securities
New York
$311K -$1.02M -3,792 -78%
FB
614
Fulton Bank
Pennsylvania
$310K -$1.35K -5 -0.5%
TC
615
Telemus Capital
Michigan
$309K +$289K +1,071 New
WorldQuant Millennium Advisors
616
WorldQuant Millennium Advisors
New York
$309K
LA
617
Lane & Associates
New Jersey
$305K -$45.6K -169 -14%
SGK
618
Steigerwald Gordon & Koch
Virginia
$304K
Nomura Holdings
619
Nomura Holdings
Japan
$304K +$284K +1,054 New
BCM
620
Brown Capital Management
Maryland
$301K
RCAG
621
Rehmann Capital Advisory Group
Michigan
$299K -$6.21K -23 -2%
BMSSC
622
B. Metzler seel. Sohn & Co
Germany
$297K
BL
623
Balentine LLC
Georgia
$296K +$18.9K +70 +7%
PNC
624
Park National Corp
Ohio
$296K
RWM
625
Ritholtz Wealth Management
New York
$294K -$10.8K -40 -4%

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.