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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
APA
626
Astoria Portfolio Advisors
New York
$290K -$145K -536 -35%
WA
627
WBH Advisory
Maryland
$289K
UH
628
Unigestion Holding
Switzerland
$289K +$270K +1,000 New
CDH
629
Charles D. Hyman
$287K
LSAG
630
Lake Street Advisors Group
New Hampshire
$283K +$265K +981 New
KFS
631
Kaizen Financial Strategies
California
$283K
Lido Advisors
632
Lido Advisors
California
$282K +$32.1K +119 +14%
BIA
633
Beacon Investment Advisors
Maryland
$281K +$1.08K +4 +0.4%
2L
634
25 LLC
Missouri
$278K +$1.62K +6 +0.6%
PWP
635
Phillips Wealth Planners
Mississippi
$278K -$810 -3 -0.3%
BP
636
Ballentine Partners
Massachusetts
$274K +$13K +48 +5%
FTDI
637
First Trust Direct Indexing
Massachusetts
$272K +$38K +141 +18%
BWM
638
Blossom Wealth Management
California
$271K -$22.9K -85 -8%
MWPCG
639
Measured Wealth Private Client Group
New Hampshire
$269K
TW
640
TritonPoint Wealth
Maryland
$268K +$251K +929 New
IP
641
Isthmus Partners
Wisconsin
$268K +$250K +928 New
FL
642
Fort LP
Maryland
$267K -$21.3K -79 -8%
MCM
643
MAI Capital Management
Ohio
$267K -$50.2K -186 -17%
NSIM
644
North Star Investment Management
Illinois
$264K -$4.32K -16 -2%
CSPIA
645
Cary Street Partners Investment Advisory
Virginia
$263K +$155K +576 +172%
SC
646
Savant Capital
Illinois
$263K +$245K +909 New
FAN
647
Financial Advisors Network
California
$258K +$4.32K +16 +2%
FC
648
Fulcrum Capital
Washington
$258K
BCM
649
Brookstone Capital Management
Illinois
$258K
LWANC
650
Laurel Wealth Advisors (North Carolina)
North Carolina
$256K -$44K -163 -16%

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.