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Security National Financial

23 hedge funds and large institutions have $4.25M invested in Security National Financial in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

10% more funds holding

Funds holding: 2123 (+2)

21% less capital invested

Capital invested by funds: $5.4M → $4.25M (-$1.15M)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.48M
BCM
2
Bridgeway Capital Management
Texas
$1.03M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$280K
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$222K
Invesco
5
Invesco
Georgia
$202K -$9.45K -3,463 -4%
Goldman Sachs
6
Goldman Sachs
New York
$172K -$30.1K -11,044 -14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$150K
MC
8
Menta Capital
California
$126K +$15.8K +5,798 +13%
BFA
9
BlackRock Fund Advisors
California
$106K +$4.85K +1,778 +4%
Northern Trust
10
Northern Trust
Illinois
$104K +$652 +239 +0.6%
TRCT
11
Tower Research Capital (TRC)
New York
$99K +$58.3K +21,368 +116%
BIT
12
BlackRock Institutional Trust
California
$85K
Morgan Stanley
13
Morgan Stanley
New York
$81K -$40.5K -14,850 -31%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$65K
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$39K +$42.8K +15,698 New
U
16
UBS
Switzerland
$9K +$4.68K +1,715 +87%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$1.5K +$1.65K +603 New
AllianceBernstein
18
AllianceBernstein
Tennessee
$1K
GC
19
Globeflex Capital
California
$1K +$448 +164 +47%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3 -$183 -67 -5%
AQR Capital Management
21
AQR Capital Management
Connecticut
-$84K -26,866 Closed
BGIM
22
Brandywine Global Investment Management
Pennsylvania
-$32K -10,043 Closed
Deutsche Bank
23
Deutsche Bank
Germany
+$142 +52 New
Bank of America
24
Bank of America
North Carolina
+$169 +62 New

SNFCA Hedge Fund Activity: Q4 2013 in Review

23 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2013, worth a combined $4.25M — down 21% from $5.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SNFCA positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $58.3K. The largest seller was AQR Capital Management, exiting entirely with an estimated $84K sold.

  • 23 institutional investors held Security National Financial (SNFCA) as of Q4 2013, up from 21 in Q3 2013.
  • Funds reported $4.25M of Security National Financial stock for Q4 2013, down 21% quarter-over-quarter.
  • 4 funds opened new Security National Financial positions in Q4 2013 and 2 closed out, a net change of +2 holders.
  • The largest Security National Financial buyer in Q4 2013 was Tower Research Capital (TRC), an estimated $58.3K added.
  • The largest Security National Financial seller in Q4 2013 was AQR Capital Management, an estimated $84K sold.

Based on aggregated 13F filings for Q4 2013.