Security National Financial
SNFCA
55 hedge funds and large institutions have $77.6M invested in Security National Financial in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
1.55% more ownership
Funds ownership: 55.41% → 56.96% (+1.5%)
0% more funds holding
Funds holding: 55 → 55 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
10% less capital invested
Capital invested by funds: $85.9M → $77.6M (-$8.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$905K |
| 2 |
VA
Verdad Advisers
Boston,
Massachusetts
|
+$470K |
| 3 |
FW
FirstPurpose Wealth
Orem,
Utah
|
+$449K |
| 4 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$437K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$482K |
| 2 |
BlackRock
New York
|
-$229K |
| 3 |
VF
Virtu Financial
New York
|
-$147K |
| 4 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$131K |
| 5 |
Jane Street
New York
|
-$94.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $8.15K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $3.92K | +$628 | +89 | +18% |
|
|
AB
53
Amalgamated Bank
New York
| $3K | -$5.47K | -775 | -61% |
|
54
Comerica Bank
Dallas,
Texas
| $2.17K | – | – | – |
|
|
AWM
55
Avior Wealth Management
Omaha,
Nebraska
| $7 | +$7 | +1 | New |
|
|
VF
56
Virtu Financial
New York
| – | -$147K | -18,881 | Closed |
|
|
57
Jane Street
New York
| – | -$94.1K | -12,110 | Closed |
|
|
A
58
AJOVista
Boston,
Massachusetts
| – | -$50.1K | -6,441 | Closed |
|
59
Russell Investments Group
London,
United Kingdom
| – | -$909 | -117 | Closed |
|
|
FFA
60
Farther Finance Advisors
San Francisco,
California
| – | -$180 | -23 | Closed |
|
SNFCA Hedge Fund Activity: Q1 2024 in Review
55 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2024, worth a combined $77.6M — down 9.7% from $85.9M a quarter earlier.
Fund positioning in SNFCA was balanced in Q1 2024: 5 funds opened new positions, 5 closed out, 21 added to existing stakes and 18 trimmed.
The largest buyer was TownSquare Capital, opening a new position worth an estimated $905K. The largest seller was Morgan Stanley, cutting an estimated $482K.
- 55 institutional investors held Security National Financial (SNFCA) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $77.6M of Security National Financial stock for Q1 2024, down 9.7% quarter-over-quarter.
- 5 funds opened new Security National Financial positions in Q1 2024 and 5 closed out, a net change of 0 holders.
- The largest Security National Financial buyer in Q1 2024 was TownSquare Capital, an estimated $905K added.
- The largest Security National Financial seller in Q1 2024 was Morgan Stanley, an estimated $482K sold.
Based on aggregated 13F filings for Q1 2024.