Security National Financial
SNFCA
31 hedge funds and large institutions have $6.02M invested in Security National Financial in 2016 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 20 reducing their positions, and 1 closing their positions.
3% less funds holding
Funds holding: 32 → 31 (-1)
22% less capital invested
Capital invested by funds: $7.7M → $6.02M (-$1.68M)
75% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 20
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.3K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$9.59K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.65K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$2.38K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$970 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$17.2K |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$10.5K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$8K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.77K |
| 5 |
Goldman Sachs
New York
|
-$3.64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $4K | -$3 | -1 | -0.1% |
|
27
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $3K | -$3 | -1 | -0.1% |
|
|
28
Bank of America
Charlotte,
North Carolina
| $2K | +$970 | +287 | +63% |
|
|
SIM
29
Sonora Investment Management
Tucson,
Arizona
| $1.92K | – | – | – |
|
30
Geode Capital Management
Boston,
Massachusetts
| $244 | -$3 | -1 | -0% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| – | -$8K | -2,176 | Closed |
|
SNFCA Hedge Fund Activity: Q1 2016 in Review
31 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2016, worth a combined $6.02M — down 22% from $7.7M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SNFCA and 0 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 5 added.
The largest buyer was Vanguard Group, adding an estimated $10.3K. The largest seller was Invesco, cutting an estimated $17.2K.
- 31 institutional investors held Security National Financial (SNFCA) as of Q1 2016, down from 32 in Q4 2015.
- Funds reported $6.02M of Security National Financial stock for Q1 2016, down 22% quarter-over-quarter.
- 0 funds opened new Security National Financial positions in Q1 2016 and 1 closed out, a net change of -1 holder.
- The largest Security National Financial buyer in Q1 2016 was Vanguard Group, an estimated $10.3K added.
- The largest Security National Financial seller in Q1 2016 was Invesco, an estimated $17.2K sold.
Based on aggregated 13F filings for Q1 2016.