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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
HWM
851
Horizons Wealth Management
North Carolina
$1.44K – – –
AWM
852
Atticus Wealth Management
Florida
$1.18K – – –
DF
853
Dunhill Financial
United Kingdom
$1.01K +$810 +3 New
AW
854
Avion Wealth
Texas
$1K +$540 +2 +100%
CWC
855
Carolinas Wealth Consulting
North Carolina
$867 – – –
LIM
856
Longfellow Investment Management
Massachusetts
$867 – – –
AAP
857
Arax Advisory Partners
Colorado
$578 – – –
TWP
858
TFO Wealth Partners
Ohio
$578 – – –
CJ
859
Caitlin John
Michigan
$291 +$270 +1 New
MHR
860
Matthew Hamilton Rosenberg
$289 – – –
RIL
861
Rothschild Investment LLC
Illinois
$289 +$270 +1 New
IWA
862
IBEX Wealth Advisors
New Jersey
$216 +$270 +1 New
TI
863
Trexquant Investment
Connecticut
– -$3.62M -14,193 Closed
JAM
864
Jupiter Asset Management
United Kingdom
– -$3.27M -12,839 Closed
AM
865
AGF Management
Ontario, Canada
– -$2.84M -11,137 Closed
SGI
866
Summit Global Investments
Utah
– -$2.39M -9,363 Closed
GCM
867
Genus Capital Management
British Columbia, Canada
– -$2.43M -9,006 Closed
OQS
868
Occudo Quantitative Strategies
Florida
– -$1.51M -5,931 Closed
MCAI
869
Members Capital Advisors Inc
Wisconsin
– -$1.22M -4,784 Closed
QT
870
Quantbot Technologies
New York
– -$1.07M -4,202 Closed
Walleye Trading
871
Walleye Trading
New York
– -$864K -3,203 Closed
FAM
872
Formidable Asset Management
Ohio
– -$793K -3,109 Closed
ESCM
873
Echo Street Capital Management
New York
– -$713K -2,796 Closed
LAS
874
Lloyd Advisory Services
Georgia
– -$503K -1,972 Closed
BAM
875
Blueshift Asset Management
New Jersey
– -$500K -1,962 Closed
33 34
35
36 37

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.