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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
DWM
926
Dakota Wealth Management
Florida
– -$217K -753 Closed
OCBCO
927
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$209K -725 Closed
PAS
928
Point72 Asia (Singapore)
Singapore
– -$129K -447 Closed
WTG
929
West Tower Group
Virginia
– -$83.5K -289 Closed
LA
930
LM Advisors
California
– -$82.6K -286 Closed
BWM
931
BKM Wealth Management
Wisconsin
– -$32.6K -113 Closed
SA
932
Scarborough Advisors
Maryland
– -$29.9K -104 Closed
FCMT
933
Founders Capital Management (Texas)
Texas
– -$15.3K -53 Closed
ASBI
934
American State Bank (Iowa)
Iowa
– -$14.4K -50 Closed
FDCP
935
Foster Dykema Cabot & Partners
Massachusetts
– -$8.09K -28 Closed
LF
936
Lee Financial
Texas
– -$2.31K -8 Closed
TCM
937
TD Capital Management
Tennessee
– -$2.31K -8 Closed
TCWA
938
Turtle Creek Wealth Advisors
Texas
– -$2.02K -7 Closed
UFF
939
USA Financial Formulas
Michigan
– -$2.02K -7 Closed
IWA
940
IBEX Wealth Advisors
New Jersey
– -$216 -1 Closed
34 35 36 37
38

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.