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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
ADL
701
Asset Dedication LLC
California
$193K
UM
702
UniSuper Management
Australia
$185K +$64.5K +239 +60%
AIP
703
Ameritas Investment Partners
Nebraska
$183K
FHA
704
First Horizon Advisors
Tennessee
$176K +$3.51K +13 +2%
TF
705
Tompkins Financial
New York
$175K
GRP
706
Global Retirement Partners
California
$162K -$17.5K -65 -10%
NS
707
NBC Securities
Alabama
$158K
QCG
708
Quadrant Capital Group
Ohio
$156K +$21.9K +81 +18%
AF
709
Allworth Financial
California
$153K -$42.9K -159 -23%
HBW
710
Hazlett, Burt & Watson
West Virginia
$144K
FMII
711
Farmers & Merchants Investments Inc
Nebraska
$140K
PCM
712
Penserra Capital Management
California
$135K -$25.4K -94 -17%
CMBA
713
C.M. Bidwell & Associates
Hawaii
$133K
PA
714
Parallel Advisors
California
$132K -$7.56K -28 -6%
PAS
715
Point72 Asia (Singapore)
Singapore
$129K +$121K +447 New
JWM
716
Janiczek Wealth Management
Colorado
$129K +$2.43K +9 +2%
SAM
717
Smartleaf Asset Management
Massachusetts
$125K +$117K +432 New
GWM
718
Geneos Wealth Management
Colorado
$119K -$13.5K -50 -11%
GI
719
GAMMA Investing
California
$117K +$108K +402 New
SOW
720
State of Wyoming
Wyoming
$109K +$10.5K +39 +12%
FFA
721
Farther Finance Advisors
California
$103K +$4.86K +18 +5%
WTA
722
Washington Trust Advisors
Massachusetts
$101K
S
723
SignatureFD
Georgia
$99.7K +$4.32K +16 +5%
LFG
724
Larson Financial Group
Missouri
$91.3K +$270 +1 +0.3%
T. Rowe Price Investment Management
725
T. Rowe Price Investment Management
Maryland
$91K +$84.5K +313 New

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.