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Security National Financial

40 hedge funds and large institutions have $39.9M invested in Security National Financial in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.67% more ownership

Funds ownership: 48.81%50.48% (+1.7%)

3% more capital invested

Capital invested by funds: $38.7M → $39.9M (+$1.24M)

0% more funds holding

Funds holding: 4040 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
17
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$60K +$27K +5,775 +84%
Bank of America
27
Bank of America
North Carolina
$54K -$33.3K -7,113 -39%
AIG
28
American International Group
New York
$37K -$810 -173 -2%
SO
29
STRS Ohio
Ohio
$37K +$21.6K +4,610 +140%
Deutsche Bank
30
Deutsche Bank
Germany
$31K +$2.9K +620 +11%
Wells Fargo
31
Wells Fargo
California
$21K -$11K -2,342 -35%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$11.3K +$8.82K +1,883 +394%
Osaic Holdings
33
Osaic Holdings
Arizona
$9K +$8.63K +1,842 +5,582%
UBS Group
34
UBS Group
Switzerland
$8K -$16.9K -3,609 -70%
Morgan Stanley
35
Morgan Stanley
New York
$6K -$12.3K -2,618 -66%
AIP
36
Ameritas Investment Partners
Nebraska
$5K -$5 -1 -0.1%
Legal & General Group
37
Legal & General Group
United Kingdom
$4K -$2.93K -626 -42%
Citigroup
38
Citigroup
New York
$3K -$4.16K -888 -59%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$3K -$1.97K -421 -41%
Millennium Management
40
Millennium Management
New York
-$89K -18,042 Closed
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
-$73K -14,866 Closed
IA
42
IFP Advisors
Florida
-$13.9K -2,970 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
-$1K -304 Closed

SNFCA Hedge Fund Activity: Q3 2020 in Review

40 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2020, worth a combined $39.9M — up 3.2% from $38.7M a quarter earlier.

Fund positioning in SNFCA was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 17 trimmed.

The largest buyer was M3F Inc, adding an estimated $647K. The largest seller was Vanguard Group, cutting an estimated $155K.

  • 40 institutional investors held Security National Financial (SNFCA) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $39.9M of Security National Financial stock for Q3 2020, up 3.2% quarter-over-quarter.
  • 4 funds opened new Security National Financial positions in Q3 2020 and 4 closed out, a net change of 0 holders.
  • The largest Security National Financial buyer in Q3 2020 was M3F Inc, an estimated $647K added.
  • The largest Security National Financial seller in Q3 2020 was Vanguard Group, an estimated $155K sold.

Based on aggregated 13F filings for Q3 2020.