Security National Financial
SNFCA
40 hedge funds and large institutions have $38.7M invested in Security National Financial in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 11 increasing their positions, 1 reducing their positions, and 3 closing their positions.
1,000% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 1
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
89% more capital invested
Capital invested by funds: $20.4M → $38.7M (+$18.3M)
74% more funds holding
Funds holding: 23 → 40 (+17)
7.97% more ownership
Funds ownership: 40.84% → 48.81% (+8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.06M |
| 2 |
State Street
Boston,
Massachusetts
|
+$573K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$529K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$514K |
| 5 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$465K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$152K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$51K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $33K | +$28.5K | +6,588 | +8,446% |
|
27
Barclays
London,
United Kingdom
| $33K | +$29.7K | +6,861 | New |
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $29K | +$25.4K | +5,879 | New |
|
29
UBS Group
Zurich,
Switzerland
| $25K | +$15K | +3,479 | +203% |
|
30
Morgan Stanley
New York
| $19K | +$17.1K | +3,945 | New |
|
|
SO
31
STRS Ohio
Columbus,
Ohio
| $16K | +$14.3K | +3,297 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $14K | – | – | – |
|
33
Citigroup
New York
| $7K | +$6.49K | +1,502 | +150,200% |
|
34
Legal & General Group
London,
United Kingdom
| $7K | +$6.5K | +1,504 | New |
|
|
AIP
35
Ameritas Investment Partners
Lincoln,
Nebraska
| $6K | +$4.88K | +1,128 | New |
|
36
Bank of Montreal
Toronto,
Ontario, Canada
| $4K | +$4.39K | +1,016 | New |
|
37
BNP Paribas Financial Markets
Paris,
France
| $2.35K | +$2.07K | +478 | New |
|
38
Fidelity Investments
Boston,
Massachusetts
| $1K | – | – | – |
|
|
39
Acadian Asset Management
Boston,
Massachusetts
| – | -$51K | -16,251 | Closed |
|
|
40
Victory Capital Management
San Antonio,
Texas
| – | -$16K | -5,354 | Closed |
|
SNFCA Hedge Fund Activity: Q2 2020 in Review
40 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2020, worth a combined $38.7M — up 89% from $20.4M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SNFCA positions and 3 closed out — a net gain of 17 holders — while 11 added to existing stakes and 1 trimmed.
The largest buyer was BlackRock, adding an estimated $2.06M. The largest seller was Vanguard Group, cutting an estimated $152K.
- 40 institutional investors held Security National Financial (SNFCA) as of Q2 2020, up from 23 in Q1 2020.
- Funds reported $38.7M of Security National Financial stock for Q2 2020, up 89% quarter-over-quarter.
- 20 funds opened new Security National Financial positions in Q2 2020 and 3 closed out, a net change of +17 holders.
- The largest Security National Financial buyer in Q2 2020 was BlackRock, an estimated $2.06M added.
- The largest Security National Financial seller in Q2 2020 was Vanguard Group, an estimated $152K sold.
Based on aggregated 13F filings for Q2 2020.