Security National Financial
SNFCA
24 hedge funds and large institutions have $8.06M invested in Security National Financial in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.
13% more capital invested
Capital invested by funds: $7.12M → $8.06M (+$938K)
0.82% more ownership
Funds ownership: 15.51% → 16.33% (+0.82%)
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$551K |
| 2 |
JC
JBF Capital
Aspen,
Colorado
|
+$498K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$56.3K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$52.9K |
| 5 |
BlackRock
New York
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
ZPR Investment Management
Orange City,
Florida
|
-$227K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$110K |
| 3 |
Renaissance Technologies
New York
|
-$49.5K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$28.5K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
26
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$3 | -1 | -1% |
|
27
Citigroup
New York
| – | +$10 | +3 | New |
|
28
Morgan Stanley
New York
| – | +$242 | +76 | New |
|
SNFCA Hedge Fund Activity: Q1 2018 in Review
24 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2018, worth a combined $8.06M — up 13% from $7.12M a quarter earlier.
Fund positioning in SNFCA was balanced in Q1 2018: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 10 trimmed.
The largest buyer was M3F Inc, opening a new position worth an estimated $551K. The largest seller was ZPR Investment Management, exiting entirely with an estimated $227K sold.
- 24 institutional investors held Security National Financial (SNFCA) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $8.06M of Security National Financial stock for Q1 2018, up 13% quarter-over-quarter.
- 4 funds opened new Security National Financial positions in Q1 2018 and 4 closed out, a net change of 0 holders.
- The largest Security National Financial buyer in Q1 2018 was M3F Inc, an estimated $551K added.
- The largest Security National Financial seller in Q1 2018 was ZPR Investment Management, an estimated $227K sold.
Based on aggregated 13F filings for Q1 2018.