We are live on ! Find out more

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
WPWM
751
Western Pacific Wealth Management
Illinois
$4.69K
GWSG
752
GPS Wealth Strategies Group
Colorado
$4.44K +$4.39K +18 New
MRCM
753
M&R Capital Management
New Jersey
$4.24K +$2.2K +9 +113%
HCP
754
Hexagon Capital Partners
Arkansas
$4.2K -$7.57K -31 -65%
SC
755
Solstein Capital
California
$4.2K
ST
756
Smithfield Trust
Pennsylvania
$4K
AWM
757
Avior Wealth Management
Nebraska
$3.95K +$3.91K +16 New
AIM
758
Anchor Investment Management
South Carolina
$3.7K
GEA
759
Glen Eagle Advisors
New Jersey
$3.7K +$1.71K +7 +88%
SIC
760
SJS Investment Consulting
Ohio
$3.46K +$488 +2 +17%
BIA
761
Bell Investment Advisors
California
$2.96K +$1.47K +6 +100%
DI
762
Disciplined Investments
Oklahoma
$2.47K -$488 -2 -17%
CFO
763
CVA Family Office
Colorado
$2.47K
SWA
764
Sutton Wealth Advisors
Florida
$2.47K
TCA
765
Trifecta Capital Advisors
Illinois
$2.22K
CA
766
Clearstead Advisors
Ohio
$2.22K +$732 +3 +50%
BBHC
767
Brown Brothers Harriman & Co
New York
$2.22K
BWM
768
Baystate Wealth Management
Massachusetts
$2.03K
LF
769
Lee Financial
Texas
$1.98K
MFT
770
Moisand Fitzgerald Tamayo
Florida
$1.98K
BFPW
771
BOK Financial Private Wealth
Colorado
$1.98K +$1.95K +8 New
CSC
772
Caldwell Sutter Capital
California
$1.98K +$1.95K +8 New
MBFW
773
Morton Brown Family Wealth
Pennsylvania
$1.73K +$1.71K +7 New
AWM
774
Abound Wealth Management
Tennessee
$1.49K
ZB
775
Zions Bancorporation
Utah
$1.48K -$1.22K -5 -45%