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Security National Financial
SNFCA

57 hedge funds and large institutions have $76.5M invested in Security National Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

4% more funds holding

Funds holding: 55 → 57 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $77.6M → $76.5M (-$1.05M)

1.68% less ownership

Funds ownership: 56.96% → 55.28% (-1.7%)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
11
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$3.04M
2
RC
RBF Capital
California
+$2.06M
3
Millennium Management
Millennium Management
New York
+$738K
4
Renaissance Technologies
Renaissance Technologies
New York
+$654K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$380K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.61M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.07M
3
SIA
Soltis Investment Advisors
Utah
-$923K
4
MI
M3F Inc
Utah
-$684K
5
State Street
State Street
Massachusetts
-$659K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$2.87K -$195K -30,628 -99%
Comerica Bank
52
Comerica Bank
Texas
$2.19K – – –
Wells Fargo
53
Wells Fargo
California
$1.66K -$32.8K -5,159 -96%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1K +$706 +111 New
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$847 -$34.8K -5,472 -98%
Invesco
56
Invesco
Georgia
– -$348K -50,954 Closed
Bank of New York Mellon
57
Bank of New York Mellon
New York
– -$284K -41,490 Closed
Charles Schwab
58
Charles Schwab
California
– -$282K -41,213 Closed
PAM
59
Panagora Asset Management
Massachusetts
– -$177K -25,945 Closed
HIM
60
Hillsdale Investment Management
Ontario, Canada
– -$176K -25,815 Closed
AI
61
Acuitas Investments
Washington
– -$161K -23,581 Closed
N
62
Nuveen
North Carolina
– -$119K -17,406 Closed
AIG
63
American International Group
New York
– -$49.2K -7,198 Closed
Acadian Asset Management
64
Acadian Asset Management
Massachusetts
– -$42K -6,271 Closed
Osaic Holdings
65
Osaic Holdings
Arizona
– -$24.2K -3,548 Closed
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
– -$10K -1,469 Closed
Legal & General Group
67
Legal & General Group
United Kingdom
– -$8.66K -1,268 Closed
AIP
68
Ameritas Investment Partners
Nebraska
– -$8.15K -1,194 Closed
AB
69
Amalgamated Bank
New York
– -$3K -487 Closed
AWM
70
Avior Wealth Management
Nebraska
– -$7 -1 Closed
CAL
71
Capital Advisors Ltd
Ohio
– +$318 +50 New
C
72
Covestor
United Kingdom
– +$452 +71 New
1 2
3

SNFCA Hedge Fund Activity: Q2 2024 in Review

57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2024, worth a combined $76.5M — down 1.4% from $77.6M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SNFCA positions and 15 closed out — a net gain of 3 holders — while 11 added to existing stakes and 24 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $3.04M. The largest seller was BlackRock, cutting an estimated $4.61M.

  • 57 institutional investors held Security National Financial (SNFCA) as of Q2 2024, up from 55 in Q1 2024.
  • Funds reported $76.5M of Security National Financial stock for Q2 2024, down 1.4% quarter-over-quarter.
  • 18 funds opened new Security National Financial positions in Q2 2024 and 15 closed out, a net change of +3 holders.
  • The largest Security National Financial buyer in Q2 2024 was Ameriprise, an estimated $3.04M added.
  • The largest Security National Financial seller in Q2 2024 was BlackRock, an estimated $4.61M sold.

Based on aggregated 13F filings for Q2 2024.