Security National Financial
SNFCA
25 hedge funds and large institutions have $6.75M invested in Security National Financial in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 2 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
38% more capital invested
Capital invested by funds: $4.89M → $6.75M (+$1.86M)
4% more funds holding
Funds holding: 24 → 25 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$186K |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
+$184K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$120K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$66.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$52.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$96K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$16.2K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$15.7K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$5.14K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Creative Planning
Overland Park,
Kansas
| – | -$4K | -1,313 | Closed |
|
SNFCA Hedge Fund Activity: Q2 2015 in Review
25 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2015, worth a combined $6.75M — up 38% from $4.89M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SNFCA positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $186K. The largest seller was Eagle Global Advisors, exiting entirely with an estimated $96K sold.
- 25 institutional investors held Security National Financial (SNFCA) as of Q2 2015, up from 24 in Q1 2015.
- Funds reported $6.75M of Security National Financial stock for Q2 2015, up 38% quarter-over-quarter.
- 3 funds opened new Security National Financial positions in Q2 2015 and 2 closed out, a net change of +1 holder.
- The largest Security National Financial buyer in Q2 2015 was Royal Bank of Canada, an estimated $186K added.
- The largest Security National Financial seller in Q2 2015 was Eagle Global Advisors, an estimated $96K sold.
Based on aggregated 13F filings for Q2 2015.