Security National Financial
SNFCA
29 hedge funds and large institutions have $44.2M invested in Security National Financial in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
4% more funds holding
Funds holding: 28 → 29 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.4% less ownership
Funds ownership: 46.5% → 46.1% (-0.4%)
11% less capital invested
Capital invested by funds: $49.8M → $44.2M (-$5.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
+$221K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$151K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$140K |
| 4 |
AI
Acuitas Investments
Seattle,
Washington
|
+$134K |
| 5 |
Jane Street
New York
|
+$84.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$492K |
| 2 |
VA
Verdad Advisers
Boston,
Massachusetts
|
-$473K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$188K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$97.7K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$14.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $6.72K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$131 | +23 | +15% |
|
28
BNP Paribas Financial Markets
Paris,
France
| $863 | – | – | – |
|
29
Citigroup
New York
| $12 | – | – | – |
|
|
30
Russell Investments Group
London,
United Kingdom
| – | -$97.7K | -16,276 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$11.5K | -1,914 | Closed |
|
SNFCA Hedge Fund Activity: Q1 2023 in Review
29 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2023, worth a combined $44.2M — down 11% from $49.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SNFCA positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Carlson Capital, adding an estimated $221K. The largest seller was Soltis Investment Advisors, cutting an estimated $492K.
- 29 institutional investors held Security National Financial (SNFCA) as of Q1 2023, up from 28 in Q4 2022.
- Funds reported $44.2M of Security National Financial stock for Q1 2023, down 11% quarter-over-quarter.
- 3 funds opened new Security National Financial positions in Q1 2023 and 2 closed out, a net change of +1 holder.
- The largest Security National Financial buyer in Q1 2023 was Carlson Capital, an estimated $221K added.
- The largest Security National Financial seller in Q1 2023 was Soltis Investment Advisors, an estimated $492K sold.
Based on aggregated 13F filings for Q1 2023.