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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
PCFFS
776
Pacific Center for Financial Services
California
$23.1K
AGWCA
777
Annis Gardner Whiting Capital Advisors
Florida
$22.5K +$270 +1 +1%
DMBA
778
Deseret Mutual Benefit Administrators
Utah
$22.2K -$11.1K -41 -35%
DF
779
DecisionPoint Financial
Arizona
$21.4K
CT
780
Colonial Trust
South Carolina
$20.3K
SIC
781
Salem Investment Counselors
North Carolina
$19.1K
HGA
782
Hobbs Group Advisors
South Carolina
$18.5K +$17.3K +64 New
IBOK
783
Independence Bank of Kentucky
Kentucky
$17.3K
ACA
784
Atlas Capital Advisors
Wyoming
$16.2K
CCM
785
Copeland Capital Management
Pennsylvania
$15.9K -$1.08K -4 -7%
FCMT
786
Founders Capital Management (Texas)
Texas
$15.3K
CPG
787
Cornerstone Planning Group
New Jersey
$15K
GJIA
788
Glass Jacobson Investment Advisors
Maryland
$15K
MWM
789
Mascoma Wealth Management
New Hampshire
$14.4K -$7.02K -26 -34%
ASBI
790
American State Bank (Iowa)
Iowa
$14.4K
B
791
Birchbrook
Maine
$14.4K +$13.5K +50 New
CA
792
Clearstead Advisors
Ohio
$14.2K -$270 -1 -2%
DCP
793
Distillate Capital Partners
Illinois
$13.6K
ITIM
794
Indiana Trust & Investment Management
Indiana
$13.6K
UB
795
UMB Bank
Missouri
$13.3K -$2.97K -11 -19%
JWA
796
JFS Wealth Advisors
Pennsylvania
$13.3K +$810 +3 +7%
SIS
797
Sound Income Strategies
Florida
$12.1K
HGERS
798
Householder Group Estate & Retirement Specialist
Arizona
$12K
BLC
799
Brown, Lisle/Cummings
Rhode Island
$11K
S
800
Sachetta
Massachusetts
$10.7K +$9.98K +37 New

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.