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Snap-on
SNA

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: 8 → 11 (+3)

15% more capital invested

Capital invested by funds: $11.6B → $13.4B (+$1.74B)

6% more funds holding

Funds holding: 811 → 862 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$200M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$80.6M
3
BFEC
Benjamin F. Edwards & Company
Missouri
+$37.2M
4
SEI Investments
SEI Investments
Pennsylvania
+$19.8M
5
EARNEST Partners
EARNEST Partners
Georgia
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$103M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$52.4M
3
Amundi
Amundi
France
-$28M
4
AI
Ariel Investments
Illinois
-$27M
5
AA
ALPS Advisors
Colorado
-$23.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
801
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.2K – – –
CFD
802
Creative Financial Designs
Indiana
$9.53K – – –
RFG
803
RFP Financial Group
Georgia
$9.24K – – –
RFS
804
Richardson Financial Services
Massachusetts
$9.24K +$8.63K +32 New
MRCM
805
M&R Capital Management
New Jersey
$9.14K +$270 +1 +3%
PWMG
806
Prestige Wealth Management Group
New Jersey
$8.96K – – –
VCM
807
Versant Capital Management
Arizona
$8.95K – – –
MCM
808
Manchester Capital Management
Vermont
$8.67K +$8.1K +30 New
FDCP
809
Foster Dykema Cabot & Partners
Massachusetts
$8.09K +$7.56K +28 New
HFM
810
Harvest Fund Management
China
$8K – – –
CFB
811
Cullen/Frost Bankers
Texas
$7.51K -$777K -2,880 -99%
BCM
812
Blume Capital Management
California
$7.22K – – –
CAS
813
Coppell Advisory Solutions
Texas
$6.93K +$6.48K +24 New
APC
814
Aspire Private Capital
North Carolina
$6.64K – – –
AT
815
Arlington Trust
Alabama
$6.64K +$4.86K +18 +360%
BIA
816
Bell Investment Advisors
California
$5.78K +$270 +1 +5%
FPF
817
First Pacific Financial
Washington
$5.2K +$4.86K +18 New
FMP
818
Financial Management Professionals
Texas
$5K – – –
SC
819
Solstein Capital
California
$4.91K – – –
AWM
820
Avior Wealth Management
Nebraska
$4.62K – – –
SIC
821
SJS Investment Consulting
Ohio
$4.33K +$270 +1 +7%
AIM
822
Anchor Investment Management
South Carolina
$4.33K – – –
GEA
823
Glen Eagle Advisors
New Jersey
$4.33K – – –
HCP
824
Hexagon Capital Partners
Arkansas
$4.33K +$270 +1 +7%
ST
825
Smithfield Trust
Pennsylvania
$4K – – –
31 32
33
34 35

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.