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Snap-on
SNA

Overview Fund Activity

855 hedge funds and large institutions have $13.3B invested in Snap-on in 2023 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 290 increasing their positions, 304 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+49
Holders Change %
+6.08%
% of All Funds
12.54%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
107
Increased
290
Reduced
304
Closed
46
Calls
$48.6M
Puts
$64.7M
Net Calls
-$16.1M
Net Calls Change
-$7.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$404M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$250M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$42.6M
4
SEI Investments
4
SEI Investments
Pennsylvania
$91.1M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$244M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.2B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$139M
3
Amundi
3
Amundi
France
$42.8M
4
AI
4
Ariel Investments
Illinois
$60.5M
5
AA
5
ALPS Advisors
Colorado
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
626
Kaizen Financial Strategies
California
$283K – – –
Lido Advisors
627
Lido Advisors
California
$282K +$34.4K +119 +14%
BIA
628
Beacon Investment Advisors
Maryland
$281K +$1.16K +4 +0.4%
2L
629
25 LLC
Missouri
$278K +$1.73K +6 +0.6%
PWP
630
Phillips Wealth Planners
Mississippi
$278K -$855 -3 -0.3%
BP
631
Ballentine Partners
Massachusetts
$274K +$13.9K +48 +5%
FTDI
632
First Trust Direct Indexing
Massachusetts
$272K +$40.7K +141 +18%
BWM
633
Blossom Wealth Management
California
$271K -$24.6K -85 -8%
MWPCG
634
Measured Wealth Private Client Group
New Hampshire
$269K – – –
TW
635
TritonPoint Wealth
Maryland
$268K +$268K +929 New
IP
636
Isthmus Partners
Wisconsin
$268K +$268K +928 New
FL
637
Fort LP
Maryland
$267K -$22.8K -79 -8%
MCM
638
MAI Capital Management
Ohio
$267K -$53.7K -186 -17%
NSIM
639
North Star Investment Management
Illinois
$264K -$4.62K -16 -2%
CSPIA
640
Cary Street Partners Investment Advisory
Virginia
$263K +$166K +576 +172%
SC
641
Savant Capital
Illinois
$263K +$263K +909 New
FAN
642
Financial Advisors Network
California
$258K +$4.62K +16 +2%
FC
643
Fulcrum Capital
Washington
$258K – – –
BCM
644
Brookstone Capital Management
Illinois
$258K – – –
LWANC
645
Laurel Wealth Advisors (North Carolina)
North Carolina
$256K -$47.1K -163 -16%
HAG
646
HighPoint Advisor Group
Illinois
$256K +$256K +876 New
WI
647
Wahed Invest
New York
$255K +$18.8K +65 +8%
ACM
648
Andina Capital Management
Utah
$255K +$255K +883 New
EI
649
Ellevest Inc
New York
$254K -$44.2K -153 -15%
SS
650
Simplicity Solutions
Minnesota
$254K +$254K +879 New
24 25
26
27 28