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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
TFP
651
Tilia Fiduciary Partners
North Carolina
$87.6K
SIM
652
Sentry Investment Management
Wisconsin
$87K -$977 -4 -1%
WP
653
WealthPLAN Partners
Nebraska
$86.4K +$85.4K +350 New
TCPG
654
Trivant Custom Portfolio Group
California
$82.5K +$81.5K +334 New
TIM
655
Tortoise Investment Management
New York
$81.7K
HCM
656
Hollencrest Capital Management
California
$77.8K -$3.66K -15 -5%
S
657
SignatureFD
Georgia
$76.3K +$11.7K +48 +18%
DZ Bank
658
DZ Bank
Germany
$76K -$11.2M -46,000 -99%
JGIA
659
Jackson Grant Investment Advisers
Connecticut
$75.1K
HI
660
Harbour Investments
Wisconsin
$75.1K +$12.9K +53 +21%
CB
661
Community Bank
New York
$74.1K
O
662
Ossiam
France
$72.8K -$473K -1,937 -87%
LWP
663
Lumature Wealth Partners
Georgia
$67.9K -$6.35K -26 -9%
WB
664
Webster Bank
Connecticut
$67.9K
TWA
665
TCI Wealth Advisors
Arizona
$67.4K
BCWM
666
Bartlett & Co Wealth Management
Ohio
$64.2K
BC
667
Bartlett & Co
Ohio
$64K
Capstone Investment Advisors
668
Capstone Investment Advisors
New York
$62.7K +$62K +254 New
IAIM
669
International Assets Investment Management
Florida
$61.5K +$60.8K +249 New
AAS
670
Ameritas Advisory Services
Nebraska
$61.1K +$59.8K +245 New
CAL
671
Capital Advisors Ltd
Ohio
$59K
BWM
672
BerganKDV Wealth Management
Minnesota
$56.5K -$78.9K -323 -59%
FFA
673
Farther Finance Advisors
California
$50.4K +$4.15K +17 +9%
FNBOSM
674
First National Bank of South Miami
Florida
$49.4K
OSNBOA
675
Old Second National Bank of Aurora
Illinois
$49.4K