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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
HCM
726
Hollencrest Capital Management
California
$91K
HI
727
Harbour Investments
Wisconsin
$89.8K +$11.3K +42 +16%
CB
728
Community Bank
New York
$86.6K
WTG
729
West Tower Group
Virginia
$83.5K +$46.7K +173 +149%
LA
730
LM Advisors
California
$82.6K +$77.2K +286 New
SIM
731
Sentry Investment Management
Wisconsin
$81K -$8.1K -30 -10%
WB
732
Webster Bank
Connecticut
$79.4K
BC
733
Bartlett & Co
Ohio
$79K
BCWM
734
Bartlett & Co Wealth Management
Ohio
$78.6K
VWM
735
Venturi Wealth Management
Texas
$78.6K +$10.8K +40 +17%
DWM
736
Dogwood Wealth Management
Kansas
$78.2K +$73.1K +271 New
LTI
737
Laffer Tengler Investments
Tennessee
$71.6K -$270 -1 -0.4%
Bessemer Group
738
Bessemer Group
New Jersey
$70K -$103K -381 -61%
CAL
739
Capital Advisors Ltd
Ohio
$69K
TIM
740
Tortoise Investment Management
New York
$66.7K
PFBT
741
Parkside Financial Bank & Trust
Missouri
$65.3K -$810 -3 -1%
T
742
TOBAM
France
$62K
KFS
743
Kelly Financial Services
Massachusetts
$57.9K +$12.4K +46 +30%
Fuller & Thaler Asset Management
744
Fuller & Thaler Asset Management
California
$57.8K +$48.6K +180 +900%
JGIA
745
Jackson Grant Investment Advisers
Connecticut
$57.8K
OSNBOA
746
Old Second National Bank of Aurora
Illinois
$57.8K
LSA
747
Leonteq Securities AG
Switzerland
$57.2K
OCM
748
Orion Capital Management
California
$55.5K
PCWA
749
Pacific Capital Wealth Advisors
California
$54.6K +$51K +189 New
Capstone Investment Advisors
750
Capstone Investment Advisors
New York
$53.1K -$131K -485 -72%

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.