We are live on ! Find out more
SNFCA icon

Security National Financial

25 hedge funds and large institutions have $7.73M invested in Security National Financial in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

15% more capital invested

Capital invested by funds: $6.7M → $7.73M (+$1.04M)

15.11% more ownership

Funds ownership: 0%15.11% (+15%)

4% less funds holding

Funds holding: 2625 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.59M -$8.83K -2,253 -0.3%
BCM
2
Bridgeway Capital Management
Texas
$1.22M +$65.4K +16,696 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$822K +$11K +2,810 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$615K +$90.8K +23,169 +17%
EGA
5
Eagle Global Advisors
Texas
$469K
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$344K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$312K
SF
8
Synovus Financial
Georgia
$306K +$101K +25,879 +49%
BIT
9
BlackRock Institutional Trust
California
$214K
MC
10
Menta Capital
California
$173K -$11.8K -3,005 -6%
Northern Trust
11
Northern Trust
Illinois
$171K +$11.3K +2,895 +7%
BFA
12
BlackRock Fund Advisors
California
$170K +$5.05K +1,289 +3%
Deutsche Bank
13
Deutsche Bank
Germany
$169K +$28.4K +7,251 +20%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$95K -$6.29K -1,606 -6%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$19K +$1.06K +270 +6%
Morgan Stanley
16
Morgan Stanley
New York
$10K +$10.5K +2,671 New
BIM
17
BlackRock Investment Management
Delaware
$8K
IA
18
IFP Advisors
Florida
$8K
Creative Planning
19
Creative Planning
Kansas
$5K
Federated Hermes
20
Federated Hermes
Pennsylvania
$4K
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K -$1.39K -354 -30%
TRCT
22
Tower Research Capital (TRC)
New York
$3K +$1.46K +373 +124%
SIM
23
Sonora Investment Management
Arizona
$2.55K
Bank of America
24
Bank of America
North Carolina
$2K -$5.04K -1,287 -74%
Wells Fargo
25
Wells Fargo
California
$1K +$1.03K +263 +13,150%

SNFCA Hedge Fund Activity: Q4 2016 in Review

25 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2016, worth a combined $7.73M — up 15% from $6.7M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of SNFCA and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 10 added.

The largest buyer was Synovus Financial, adding an estimated $101K. The largest seller was Menta Capital, cutting an estimated $11.8K.

  • 25 institutional investors held Security National Financial (SNFCA) as of Q4 2016, down from 26 in Q3 2016.
  • Funds reported $7.73M of Security National Financial stock for Q4 2016, up 15% quarter-over-quarter.
  • 1 fund opened new Security National Financial positions in Q4 2016 and 2 closed out, a net change of -1 holder.
  • The largest Security National Financial buyer in Q4 2016 was Synovus Financial, an estimated $101K added.
  • The largest Security National Financial seller in Q4 2016 was Menta Capital, an estimated $11.8K sold.

Based on aggregated 13F filings for Q4 2016.