Security National Financial
SNFCA
28 hedge funds and large institutions have $49.8M invested in Security National Financial in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.
10% more capital invested
Capital invested by funds: $45.4M → $49.8M (+$4.4M)
0.1% more ownership
Funds ownership: 46.4% → 46.5% (+0.1%)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
+$355K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$169K |
| 3 |
BlackRock
New York
|
+$9.96K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5.22K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Verdad Advisers
Boston,
Massachusetts
|
-$230K |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$212K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$80K |
| 4 |
Renaissance Technologies
New York
|
-$63.7K |
| 5 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$54.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BNP Paribas Financial Markets
Paris,
France
| $1.01K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$155 | -29 | -16% |
|
28
Citigroup
New York
| $15 | – | – | – |
|
|
OSAM
29
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$80K | -15,264 | Closed |
|
|
DA
30
Denali Advisors
San Diego,
California
| – | -$21K | -4,084 | Closed |
|
SNFCA Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2022, worth a combined $49.8M — up 9.7% from $45.4M a quarter earlier.
Fund positioning in SNFCA was balanced in Q4 2022: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 14 trimmed.
The largest buyer was Carlson Capital, adding an estimated $355K. The largest seller was Verdad Advisers, cutting an estimated $230K.
- 28 institutional investors held Security National Financial (SNFCA) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $49.8M of Security National Financial stock for Q4 2022, up 9.7% quarter-over-quarter.
- 2 funds opened new Security National Financial positions in Q4 2022 and 2 closed out, a net change of 0 holders.
- The largest Security National Financial buyer in Q4 2022 was Carlson Capital, an estimated $355K added.
- The largest Security National Financial seller in Q4 2022 was Verdad Advisers, an estimated $230K sold.
Based on aggregated 13F filings for Q4 2022.