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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
OCM
676
Orion Capital Management
California
$47.4K +$46.9K +192 New
ATC
677
Adirondack Trust Company
New York
$46.7K
BSWA
678
Bromfield Sneider Wealth Advisors
Massachusetts
$45.7K
PFBT
679
Parkside Financial Bank & Trust
Missouri
$43.9K -$2.2K -9 -5%
VWM
680
Venturi Wealth Management
Texas
$40.5K +$40K +164 New
SOW
681
State of Wyoming
Wyoming
$39.5K +$2.93K +12 +8%
PTC
682
Private Trust Company
Ohio
$38.5K +$24.7K +101 +184%
Point72 Asset Management
683
Point72 Asset Management
Connecticut
$36.8K +$36.4K +149 New
SWM
684
Spire Wealth Management
Virginia
$35.6K +$11.7K +48 +50%
DMBA
685
Deseret Mutual Benefit Administrators
Utah
$30.4K
FRA
686
Front Row Advisors
California
$30K
CBT
687
CoreFirst Bank & Trust
Kansas
$29.4K
RI
688
Ridgewood Investments
New Jersey
$29.1K +$28.8K +118 New
LC
689
Lindbrook Capital
California
$27.7K +$244 +1 +0.9%
SSG
690
Summit Securities Group
New York
$26K +$12.7K +52 +96%
TH
691
TCTC Holdings
Texas
$25.7K
DIP
692
DT Investment Partners
Pennsylvania
$25.5K
AF
693
Advisornet Financial
Minnesota
$25.4K -$6.1K -25 -20%
UIA
694
Ulland Investment Advisors
Minnesota
$25K
AWM
695
Accel Wealth Management
Iowa
$24.7K
VWM
696
Valley Wealth Managers
New Jersey
$24.7K
CCM
697
Copeland Capital Management
Pennsylvania
$24K -$4.39K -18 -16%
EWA
698
EverSource Wealth Advisors
Alabama
$22.7K +$244 +1 +1%
WT
699
Whittier Trust
California
$22.2K
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$21.7K +$4.64K +19 +28%