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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
HAG
651
HighPoint Advisor Group
Illinois
$256K +$236K +876 New
WI
652
Wahed Invest
New York
$255K +$17.5K +65 +8%
ACM
653
Andina Capital Management
Utah
$255K +$238K +883 New
EI
654
Ellevest Inc
New York
$254K -$41.3K -153 -15%
BFG
655
Bleakley Financial Group
New Jersey
$254K +$237K +879 New
SS
656
Simplicity Solutions
Minnesota
$254K +$237K +879 New
MSFS
657
Main Street Financial Solutions
Pennsylvania
$253K +$1.35K +5 +0.6%
SAM
658
Strategy Asset Managers
California
$252K
VFA
659
Valeo Financial Advisors
Indiana
$248K +$232K +858 New
CA
660
Continuum Advisory
Idaho
$247K -$3.78K -14 -2%
AC
661
AXQ Capital
New Jersey
$246K +$230K +852 New
KFA
662
Krane Funds Advisors
New York
$246K -$285K -1,055 -55%
MAM
663
Meeder Asset Management
Ohio
$245K
VCG
664
Vantage Consulting Group
Virginia
$243K -$27K -100 -11%
SAM
665
Silvercrest Asset Management
New York
$240K
RWP
666
RWA Wealth Partners
Massachusetts
$239K
PK
667
Pflug Koory
Nebraska
$238K
DILIC
668
Dai-ichi Life Insurance Company
Japan
$233K
IA
669
IFP Advisors
Florida
$233K -$88.5K -328 -29%
GF
670
Gabelli Funds
New York
$231K
YIH
671
Y-Intercept (HK)
Hong Kong
$231K -$1.06M -3,918 -83%
PS
672
Planned Solutions
California
$230K
CW
673
Channel Wealth
California
$229K -$2.7K -10 -1%
EWA
674
EP Wealth Advisors
California
$228K +$213K +790 New
HI
675
Horizon Investments
North Carolina
$228K -$6.48K -24 -3%

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.