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Snap-on
SNA

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: 8 → 11 (+3)

15% more capital invested

Capital invested by funds: $11.6B → $13.4B (+$1.74B)

6% more funds holding

Funds holding: 811 → 862 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$200M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$80.6M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$37.2M
4
SEI Investments
SEI Investments
Pennsylvania
+$19.8M
5
EARNEST Partners
EARNEST Partners
Georgia
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$103M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$52.4M
3
Amundi
Amundi
France
-$28M
4
AI
Ariel Investments
Illinois
-$27M
5
AA
ALPS Advisors
Colorado
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI Investments Inc
676
CI Investments Inc
Ontario, Canada
$226K -$224K -831 -52%
GIA
677
Gateway Investment Advisers
Ohio
$224K +$210K +777 New
SWM
678
Shakespeare Wealth Management
Wisconsin
$223K +$208K +771 New
FPAS
679
Focus Partners Advisor Solutions
Missouri
$220K +$205K +761 New
KTA
680
Keeley-Teton Advisors
Illinois
$219K -$48K -178 -19%
QCM
681
Qsemble Capital Management
New York
$219K +$205K +758 New
SGCA
682
Steel Grove Capital Advisors
Tennessee
$219K +$204K +757 New
DWM
683
Dakota Wealth Management
Florida
$217K -$52.6K -195 -21%
MHIC
684
Marble Harbor Investment Counsel
Massachusetts
$217K +$202K +750 New
NIM
685
NEOS Investment Management
Connecticut
$216K +$202K +748 New
MA
686
MCF Advisors
Kentucky
$216K +$24.3K +90 +14%
AHC
687
Anderson Hoagland & Co
Missouri
$214K -$21K -78 -9%
PA
688
Pinnacle Associates
New York
$214K +$200K +741 New
CTC
689
Central Trust Company
Missouri
$213K -$27.3K -101 -12%
OCBCO
690
Oversea-Chinese Banking Corp (OCBC)
Singapore
$209K +$196K +725 New
C
691
Covestor
United Kingdom
$208K +$25.9K +96 +15%
MIM
692
Morningstar Investment Management
Illinois
$206K +$192K +712 New
VSQM
693
V-Square Quantitative Management
Illinois
$205K – – –
WPW
694
Waldron Private Wealth
Pennsylvania
$204K +$191K +708 New
PA
695
Profund Advisors
Maryland
$204K +$191K +706 New
BCCM
696
Bridge Creek Capital Management
Massachusetts
$202K +$189K +700 New
DBIA
697
Dumont & Blake Investment Advisors
New Jersey
$202K +$189K +700 New
ME
698
McIlrath & Eck
Washington
$198K – – –
SS
699
Sunbelt Securities
Texas
$196K – – –
WTC
700
WhitTier Trust Company
Nevada
$194K – – –
26 27
28
29 30

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.