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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
SIS
726
Sound Income Strategies
Florida
$10.4K +$10.3K +42 New
Loomis, Sayles & Company
727
Loomis, Sayles & Company
Massachusetts
$10K +$10.3K +42 New
BAAM
728
Baker Avenue Asset Management
California
$9.88K
ST
729
Sageworth Trust
Pennsylvania
$9.88K +$9.77K +40 New
BLC
730
Brown, Lisle/Cummings
Rhode Island
$9.38K
WAM
731
WFA Asset Management
Wisconsin
$7.98K
QL
732
Quarry LP
New York
$7.9K -$4.15K -17 -35%
ANBT
733
American National Bank & Trust
Texas
$7.9K
RFG
734
RFP Financial Group
Georgia
$7.9K
WWP
735
WR Wealth Planners
Missouri
$7.9K +$7.81K +32 New
PWMG
736
Prestige Wealth Management Group
New Jersey
$7.65K
MIA
737
Milestone Investment Advisors
Wisconsin
$7.65K +$7.57K +31 New
SC
738
Schubert & Co
Texas
$7.16K -$977 -4 -12%
FGAM
739
Financial Gravity Asset Management
Texas
$6.75K +$4.64K +19 +8%
CHA
740
Carmichael Hill & Associates
Maryland
$6.67K +$6.59K +27 New
GFWA
741
Grey Fox Wealth Advisors
Delaware
$6.67K
VCM
742
Versant Capital Management
Arizona
$6.66K
BCM
743
Blume Capital Management
California
$6.17K -$5.86K -24 -49%
BCMLT
744
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.17K
WTA
745
Washington Trust Advisors
Massachusetts
$5.68K
APC
746
Aspire Private Capital
North Carolina
$5.68K -$732 -3 -12%
RA
747
Rise Advisors
New York
$5.48K
FMP
748
Financial Management Professionals
Texas
$5K
CFD
749
Creative Financial Designs
Indiana
$4.94K +$4.88K +20 New
Commonwealth Equity Services
750
Commonwealth Equity Services
Massachusetts
$4.78K +$256K +1,049 +6%