Security National Financial
SNFCA
27 hedge funds and large institutions have $59.7M invested in Security National Financial in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
4.97% more ownership
Funds ownership: 43.12% → 48.09% (+5%)
4% more funds holding
Funds holding: 26 → 27 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
13% less capital invested
Capital invested by funds: $68.3M → $59.7M (-$8.65M)
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
+$370K |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$181K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$111K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$41.5K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$1.45M |
| 2 |
Renaissance Technologies
New York
|
-$194K |
| 3 |
VA
Verdad Advisers
Boston,
Massachusetts
|
-$92.8K |
| 4 |
Morgan Stanley
New York
|
-$64.3K |
| 5 |
FIA
FNY Investment Advisers
New York
|
-$59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$320 | -44 | -23% |
|
|
FIA
27
FNY Investment Advisers
New York
| – | -$59K | -7,548 | Closed |
|
28
Citigroup
New York
| – | -$7 | -1 | -33% |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | +$436 | +60 | New |
|
SNFCA Hedge Fund Activity: Q2 2022 in Review
27 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2022, worth a combined $59.7M — down 13% from $68.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SNFCA positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 15 trimmed.
The largest buyer was Carlson Capital, adding an estimated $370K. The largest seller was Soltis Investment Advisors, cutting an estimated $1.45M.
- 27 institutional investors held Security National Financial (SNFCA) as of Q2 2022, up from 26 in Q1 2022.
- Funds reported $59.7M of Security National Financial stock for Q2 2022, down 13% quarter-over-quarter.
- 2 funds opened new Security National Financial positions in Q2 2022 and 1 closed out, a net change of +1 holder.
- The largest Security National Financial buyer in Q2 2022 was Carlson Capital, an estimated $370K added.
- The largest Security National Financial seller in Q2 2022 was Soltis Investment Advisors, an estimated $1.45M sold.
Based on aggregated 13F filings for Q2 2022.