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Snap-on
SNA

871 hedge funds and large institutions have $13.7B invested in Snap-on in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 315 increasing their positions, 314 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 69

1% more funds holding

Funds holding: 862 → 871 (+9)

3% more capital invested

Capital invested by funds: $13.4B → $13.7B (+$340M)

0% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 314

0.2% more ownership

Funds ownership: 87.64% → 87.84% (+0.2%)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

45% less call options, than puts

Call options by funds: $47.4M | Put options by funds: $86.7M

Holders
871
Holders Change
+9
Holders Change %
+1.04%
% of All Funds
12.55%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
89
Increased
315
Reduced
314
Closed
69
Calls
$47.4M
Puts
$86.7M
Net Calls
-$39.3M
Net Calls Change
-$23.3M

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$154M
2
Charles Schwab
Charles Schwab
California
+$107M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$53.6M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$30.9M
5
BlackRock
BlackRock
New York
+$26.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$203M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$43.1M
3
AI
Ariel Investments
Illinois
-$38.7M
4
State Street
State Street
Massachusetts
-$30.4M
5
GWS
Glassman Wealth Services
Virginia
-$29.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
851
Fairman Group
Pennsylvania
$2.37K – – –
MFT
852
Moisand Fitzgerald Tamayo
Florida
$2.37K – – –
VAG
853
VisionPoint Advisory Group
Texas
$2.37K – – –
WWP
854
WR Wealth Planners
Missouri
$2.37K +$2.27K +8 New
AP
855
Aspect Partners
Virginia
$2.07K – – –
AW
856
Avion Wealth
Texas
$2K – – –
OP
857
ORG Partners
Indiana
$1.55K +$1.42K +5 New
FCA
858
FinTrust Capital Advisors
South Carolina
$1.48K – – –
MCM
859
MV Capital Management
Maryland
$1.48K – – –
GI
860
Gradient Investments
Minnesota
$1.48K – – –
HWM
861
Horizons Wealth Management
North Carolina
$1.44K – – –
DF
862
Dunhill Financial
United Kingdom
$1.23K +$284 +1 +33%
AWM
863
Atticus Wealth Management
Florida
$1.22K – – –
CWC
864
Carolinas Wealth Consulting
North Carolina
$889 – – –
HFS
865
Horizon Financial Services
North Carolina
$889 +$852 +3 New
AAP
866
Arax Advisory Partners
Colorado
$593 – – –
TWP
867
TFO Wealth Partners
Ohio
$592 – – –
CJ
868
Caitlin John
Michigan
$300 – – –
TFM
869
TFC Financial Management
Massachusetts
$297 +$284 +1 New
RIL
870
Rothschild Investment LLC
Illinois
$296 – – –
MHR
871
Matthew Hamilton Rosenberg
$295 – – –
GWS
872
Glassman Wealth Services
Virginia
– -$29.2M -101,098 Closed
EAM
873
Erste Asset Management
Austria
– -$5.53M -19,056 Closed
OLA
874
Oliver Luxxe Assets
New Jersey
– -$4.58M -15,854 Closed
Connor, Clark & Lunn Investment Management (CC&L)
875
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$4.58M -15,848 Closed
33 34
35
36 37

SNA Hedge Fund Activity: Q1 2024 in Review

871 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q1 2024, worth a combined $13.7B — up 2.5% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SNA positions and 69 closed out — a net gain of 20 holders — while 315 added to existing stakes and 314 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $154M. The largest seller was Morgan Stanley, cutting an estimated $203M.

  • 871 institutional investors held Snap-on (SNA) as of Q1 2024, up from 862 in Q4 2023.
  • Funds reported $13.7B of Snap-on stock for Q1 2024, up 2.5% quarter-over-quarter.
  • 89 funds opened new Snap-on positions in Q1 2024 and 69 closed out, a net change of +20 holders.
  • The largest Snap-on buyer in Q1 2024 was Pacer Advisors, an estimated $154M added.
  • The largest Snap-on seller in Q1 2024 was Morgan Stanley, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2024.