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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
BGAI
751
Bruce G. Allen Investments
Colorado
$52.9K +$49.4K +183 New
PTC
752
Private Trust Company
Ohio
$52K
FFO
753
Fortitude Family Office
Arizona
$49.4K +$46.1K +171 New
PBK
754
Peoples Bank (Kansas)
Kansas
$45.6K
WT
755
Washington Trust
Rhode Island
$45.1K +$4.32K +16 +11%
FGAM
756
Financial Gravity Asset Management
Texas
$43.6K +$5.67K +21 +15%
ETC
757
Exchange Traded Concepts
Oklahoma
$43.3K +$40.5K +150 New
LC
758
Lindbrook Capital
California
$41.6K +$8.63K +32 +29%
BSWA
759
Bromfield Sneider Wealth Advisors
Massachusetts
$39K
EWA
760
EverSource Wealth Advisors
Alabama
$38.7K -$3.51K -13 -9%
RIM
761
Rakuten Investment Management
Japan
$38K +$35.4K +131 New
CBT
762
CoreFirst Bank & Trust
Kansas
$34.4K
BWM
763
BKM Wealth Management
Wisconsin
$32.6K +$30.5K +113 New
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$32.1K -$4.59K -17 -13%
TH
765
TCTC Holdings
Texas
$30K
SA
766
Scarborough Advisors
Maryland
$29.9K +$28.1K +104 New
SWM
767
Spire Wealth Management
Virginia
$29.8K +$1.89K +7 +7%
QL
768
Quarry LP
New York
$29.8K -$8.1K -30 -23%
RCM
769
Raleigh Capital Management
North Carolina
$29.3K -$1.89K -7 -6%
UIA
770
Ulland Investment Advisors
Minnesota
$29K
DIP
771
DT Investment Partners
Pennsylvania
$28.5K
WT
772
Whittier Trust
California
$26K -$2.43K -9 -9%
GG
773
Gleason Group
Kentucky
$24.9K
QC
774
Quent Capital
New York
$24K +$5.94K +22 +36%
AF
775
Advisornet Financial
Minnesota
$23.4K +$3.24K +12 +17%

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.