We are live on ! Find out more
SNA icon

Snap-on

888 hedge funds and large institutions have $13.7B invested in Snap-on in 2024 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 329 increasing their positions, 314 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more capital invested

Capital invested by funds: $12.2B → $13.7B (+$1.49B)

3% more funds holding

Funds holding: 866888 (+22)

1.33% more ownership

Funds ownership: 88.74%90.07% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 314

69% less call options, than puts

Call options by funds: $23.5M | Put options by funds: $77M

Holders
888
Holders Change
+22
Holders Change %
+2.54%
% of All Funds
12.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
91
Increased
329
Reduced
314
Closed
60
Calls
$23.5M
Puts
$77M
Net Calls
-$53.5M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
676
Channel Wealth
California
$225K -$276 -1 -0.1%
PCM
677
Prelude Capital Management
New York
$225K -$308K -1,116 -59%
SWM
678
Shakespeare Wealth Management
Wisconsin
$225K +$1.1K +4 +0.5%
RFN
679
RDA Financial Network
Iowa
$224K -$335K -1,216 -61%
DWT
680
Dorsey & Whitney Trust
South Dakota
$224K +$213K +773 New
BW
681
BIP Wealth
Georgia
$223K +$212K +770 New
SFA
682
Sequoia Financial Advisors
Ohio
$223K +$551 +2 +0.3%
BPA
683
Beacon Pointe Advisors
California
$221K -$1.24M -4,507 -86%
IA
684
IFP Advisors
Florida
$220K -$30.6K -111 -13%
FIA
685
Foundations Investment Advisors
Arizona
$218K +$207K +752 New
MHIC
686
Marble Harbor Investment Counsel
Massachusetts
$217K +$207K +750 New
TC
687
Truvestments Capital
Florida
$217K -$290K -1,053 -58%
MIM
688
Morningstar Investment Management
Illinois
$217K +$202K +732 New
WAM
689
Weatherly Asset Management
California
$216K +$206K +747 New
LIM
690
Longfellow Investment Management
Massachusetts
$215K +$1.1K +4 +0.5%
PA
691
Pinnacle Associates
New York
$214K +$204K +741 New
HWM
692
HB Wealth Management
Georgia
$214K +$203K +738 New
NIM
693
NEOS Investment Management
Connecticut
$213K +$203K +736 New
SAM
694
Silvercrest Asset Management
New York
$213K +$203K +735 New
SAM
695
Smartleaf Asset Management
Massachusetts
$212K +$52.6K +191 +35%
MYLI
696
Meiji Yasuda Life Insurance
Japan
$211K -$265K -963 -57%
HI
697
Horizon Investments
North Carolina
$211K -$20.9K -76 -9%
SAM
698
Strategy Asset Managers
California
$209K +$199K +723 New
UCFA
699
United Capital Financial Advisors
Texas
$209K +$199K +722 New
DBIA
700
Dumont & Blake Investment Advisors
New Jersey
$209K +$199K +721 New