Security National Financial
SNFCA
27 hedge funds and large institutions have $5.83M invested in Security National Financial in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 5 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
3% less capital invested
Capital invested by funds: $6.02M → $5.83M (-$183K)
13% less funds holding
Funds holding: 31 → 27 (-4)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$59.6K |
| 2 |
Renaissance Technologies
New York
|
+$48.5K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$40.7K |
| 4 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$28.1K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$25.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$130K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$104K |
| 3 |
CAM
ClariVest Asset Management
San Diego,
California
|
-$94K |
| 4 |
Morgan Stanley
New York
|
-$34K |
| 5 |
Goldman Sachs
New York
|
-$10.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $1K | -$818 | -286 | -38% |
|
|
27
Invesco
Atlanta,
Georgia
| – | -$104K | -34,175 | Closed |
|
|
CAM
28
ClariVest Asset Management
San Diego,
California
| – | -$94K | -30,853 | Closed |
|
|
29
Morgan Stanley
New York
| – | -$34K | -11,083 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$8K | -2,668 | Closed |
|
31
Walleye Trading
New York
| – | -$5K | -1,620 | Closed |
|
SNFCA Hedge Fund Activity: Q2 2016 in Review
27 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2016, worth a combined $5.83M — down 3% from $6.02M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SNFCA and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 8 added.
The largest buyer was BlackRock Institutional Trust, adding an estimated $59.6K. The largest seller was Royal Bank of Canada, cutting an estimated $130K.
- 27 institutional investors held Security National Financial (SNFCA) as of Q2 2016, down from 31 in Q1 2016.
- Funds reported $5.83M of Security National Financial stock for Q2 2016, down 3% quarter-over-quarter.
- 1 fund opened new Security National Financial positions in Q2 2016 and 5 closed out, a net change of -4 holders.
- The largest Security National Financial buyer in Q2 2016 was BlackRock Institutional Trust, an estimated $59.6K added.
- The largest Security National Financial seller in Q2 2016 was Royal Bank of Canada, an estimated $130K sold.
Based on aggregated 13F filings for Q2 2016.