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Security National Financial

21 hedge funds and large institutions have $3.56M invested in Security National Financial in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.52M → $3.56M (+$48.1K)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

9% less funds holding

Funds holding: 2321 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.38M
BCM
2
Bridgeway Capital Management
Texas
$798K -$105K -47,780 -12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$260K
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$205K
Goldman Sachs
5
Goldman Sachs
New York
$179K +$1.55K +705 +0.9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$139K
MC
7
Menta Capital
California
$118K
BFA
8
BlackRock Fund Advisors
California
$115K +$3.12K +1,414 +3%
Northern Trust
9
Northern Trust
Illinois
$108K -$2.44K -1,106 -2%
BIT
10
BlackRock Institutional Trust
California
$79K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$62K +$1.15K +523 +2%
Invesco
12
Invesco
Georgia
$55K
TRCT
13
Tower Research Capital (TRC)
New York
$46K +$2.6K +1,180 +6%
U
14
UBS
Switzerland
$7K -$4.24K -1,922 -40%
BIM
15
BlackRock Investment Management
Delaware
$6K +$5.83K +2,645 New
Wells Fargo
16
Wells Fargo
California
$4K +$3.56K +1,614 +80,700%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$3K -$32.4K -14,711 -94%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$1.4K
Deutsche Bank
20
Deutsche Bank
Germany
-$3K -1,752 Closed
AllianceBernstein
21
AllianceBernstein
Tennessee
-$1K -591 Closed
GC
22
Globeflex Capital
California
-$185 -84 -16%

SNFCA Hedge Fund Activity: Q2 2014 in Review

21 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2014, worth a combined $3.56M — up 1.4% from $3.52M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SNFCA and 1 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was BlackRock Investment Management, opening a new position worth an estimated $5.83K. The largest seller was Bridgeway Capital Management, cutting an estimated $105K.

  • 21 institutional investors held Security National Financial (SNFCA) as of Q2 2014, down from 23 in Q1 2014.
  • Funds reported $3.56M of Security National Financial stock for Q2 2014, up 1.4% quarter-over-quarter.
  • 1 fund opened new Security National Financial positions in Q2 2014 and 3 closed out, a net change of -2 holders.
  • The largest Security National Financial buyer in Q2 2014 was BlackRock Investment Management, an estimated $5.83K added.
  • The largest Security National Financial seller in Q2 2014 was Bridgeway Capital Management, an estimated $105K sold.

Based on aggregated 13F filings for Q2 2014.