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Snap-on
SNA

763 hedge funds and large institutions have $10.3B invested in Snap-on in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 269 increasing their positions, 242 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

12% more capital invested

Capital invested by funds: $9.15B → $10.3B (+$1.1B)

11% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 242

8% more funds holding

Funds holding: 708 → 763 (+55)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0.19% less ownership

Funds ownership: 86.19% → 86% (-0.19%)

6% less call options, than puts

Call options by funds: $9.35M | Put options by funds: $9.98M

Holders
763
Holders Change
+55
Holders Change %
+7.77%
% of All Funds
12.26%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
118
Increased
269
Reduced
242
Closed
49
Calls
$9.35M
Puts
$9.98M
Net Calls
-$635K
Net Calls Change
+$39.2M

Top Buyers

Rank Fund Capital Flow
1
HSBC Holdings
HSBC Holdings
United Kingdom
+$29.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$27.3M
3
Charles Schwab
Charles Schwab
California
+$25.9M
4
BlackRock
BlackRock
New York
+$24M
5
Morgan Stanley
Morgan Stanley
New York
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
MHI
Miller Howard Investments
New York
-$61M
2
AI
Ariel Investments
Illinois
-$47.5M
3
Victory Capital Management
Victory Capital Management
Texas
-$32.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$30M
5
Invesco
Invesco
Georgia
-$24.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
726
Kelly Financial Services
Massachusetts
$5.94K – – –
BCMLT
727
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.71K -$2.03K -9 -26%
WTA
728
Washington Trust Advisors
Massachusetts
$5.25K – – –
RA
729
Rise Advisors
New York
$5.04K – – –
WPWM
730
Western Pacific Wealth Management
Illinois
$4.34K +$4.29K +19 New
FMP
731
Financial Management Professionals
Texas
$4K +$904 +4 +27%
SC
732
Solstein Capital
California
$3.88K – – –
AIM
733
Anchor Investment Management
South Carolina
$3.43K – – –
ST
734
Smithfield Trust
Pennsylvania
$3K – – –
DI
735
Disciplined Investments
Oklahoma
$2.74K +$452 +2 +20%
SIC
736
SJS Investment Consulting
Ohio
$2.74K +$678 +3 +33%
ZB
737
Zions Bancorporation
Utah
$2.51K – – –
CFO
738
CVA Family Office
Colorado
$2.29K – – –
SWA
739
Sutton Wealth Advisors
Florida
$2.29K – – –
BHWM
740
Beaird Harris Wealth Management
Texas
$2.29K +$2.26K +10 New
BBHC
741
Brown Brothers Harriman & Co
New York
$2.06K -$33K -146 -94%
TCA
742
Trifecta Capital Advisors
Illinois
$2.06K +$2.03K +9 New
BWM
743
Baystate Wealth Management
Massachusetts
$2K – – –
MRCM
744
M&R Capital Management
New Jersey
$1.85K +$1.81K +8 New
LF
745
Lee Financial
Texas
$1.83K – – –
GEA
746
Glen Eagle Advisors
New Jersey
$1.83K +$1.81K +8 New
MFT
747
Moisand Fitzgerald Tamayo
Florida
$1.83K +$1.81K +8 New
AWM
748
Abound Wealth Management
Tennessee
$1.38K – – –
BIA
749
Bell Investment Advisors
California
$1.37K +$904 +4 +200%
CA
750
Clearstead Advisors
Ohio
$1.37K +$1.36K +6 New
28 29
30
31 32

SNA Hedge Fund Activity: Q4 2022 in Review

763 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q4 2022, worth a combined $10.3B — up 12% from $9.15B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SNA positions and 49 closed out — a net gain of 69 holders — while 269 added to existing stakes and 242 trimmed.

The largest buyer was HSBC Holdings, adding an estimated $29.9M. The largest seller was Miller Howard Investments, exiting entirely with an estimated $61M sold.

  • 763 institutional investors held Snap-on (SNA) as of Q4 2022, up from 708 in Q3 2022.
  • Funds reported $10.3B of Snap-on stock for Q4 2022, up 12% quarter-over-quarter.
  • 118 funds opened new Snap-on positions in Q4 2022 and 49 closed out, a net change of +69 holders.
  • The largest Snap-on buyer in Q4 2022 was HSBC Holdings, an estimated $29.9M added.
  • The largest Snap-on seller in Q4 2022 was Miller Howard Investments, an estimated $61M sold.

Based on aggregated 13F filings for Q4 2022.