Security National Financial
SNFCA
26 hedge funds and large institutions have $6.7M invested in Security National Financial in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
15% more capital invested
Capital invested by funds: $5.83M → $6.7M (+$863K)
4% less funds holding
Funds holding: 27 → 26 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.29K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.22K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.21K |
| 4 |
Renaissance Technologies
New York
|
+$1.44K |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$565 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$86K |
| 2 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$79.6K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$52K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$21K |
| 5 |
Bank of New York Mellon
New York
|
-$15.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
26
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$52K | -17,735 | Closed |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1.57K | -478 | -98% |
|
SNFCA Hedge Fund Activity: Q3 2016 in Review
26 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2016, worth a combined $6.7M — up 15% from $5.83M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SNFCA and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.
The largest buyer was Vanguard Group, adding an estimated $5.29K. The largest seller was Goldman Sachs, exiting entirely with an estimated $86K sold.
- 26 institutional investors held Security National Financial (SNFCA) as of Q3 2016, down from 27 in Q2 2016.
- Funds reported $6.7M of Security National Financial stock for Q3 2016, up 15% quarter-over-quarter.
- 1 fund opened new Security National Financial positions in Q3 2016 and 2 closed out, a net change of -1 holder.
- The largest Security National Financial buyer in Q3 2016 was Vanguard Group, an estimated $5.29K added.
- The largest Security National Financial seller in Q3 2016 was Goldman Sachs, an estimated $86K sold.
Based on aggregated 13F filings for Q3 2016.