We are live on ! Find out more

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86B -$7.6M -28,175 -0.4%
BlackRock
2
BlackRock
New York
$1.2B -$103M -381,169 -8%
State Street
3
State Street
Massachusetts
$643M +$9.18M +34,002 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$405M +$4.32M +16,024 +1%
Morgan Stanley
5
Morgan Stanley
New York
$404M +$200M +742,689 +113%
Charles Schwab
6
Charles Schwab
California
$368M -$111K -413 -0%
JP Morgan Chase
7
JP Morgan Chase
New York
$344M -$5.08M -18,825 -2%
First Trust Advisors
8
First Trust Advisors
Illinois
$311M -$2.88M -10,670 -1%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$250M +$80.6M +298,727 +53%
EARNEST Partners
10
EARNEST Partners
Georgia
$244M +$19.1M +70,893 +9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$223M +$931K +3,449 +0.4%
Northern Trust
12
Northern Trust
Illinois
$219M -$20.2M -74,842 -9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$218M +$4.58M +16,972 +2%
RFC
14
Regions Financial Corp
Alabama
$210M -$7.29K -27 -0%
LSV Asset Management
15
LSV Asset Management
Illinois
$194M +$1.08M +4,010 +0.6%
Bank of America
16
Bank of America
North Carolina
$179M +$9.64M +35,712 +6%
CIM
17
Confluence Investment Management
Missouri
$175M -$5.21M -19,309 -3%
Invesco
18
Invesco
Georgia
$168M +$3.17M +11,746 +2%
Norges Bank
19
Norges Bank
Norway
$146M +$2.56M +9,487 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$139M -$52.4M -194,083 -29%
HCM
21
Hamlin Capital Management
New York
$130M -$766K -2,839 -0.6%
Legal & General Group
22
Legal & General Group
United Kingdom
$122M -$1.85M -6,842 -2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$118M -$14.5M -53,614 -12%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$118M +$4M +14,832 +4%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$110M +$4.14M +15,333 +4%

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.