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Security National Financial

26 hedge funds and large institutions have $8.95M invested in Security National Financial in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

0.95% more ownership

Funds ownership: 15.16%16.11% (+0.95%)

0% less capital invested

Capital invested by funds: $8.95M → $8.95M (-$3.17K)

7% less funds holding

Funds holding: 2826 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
15
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.55M +$21 +5 +0%
BCM
2
Bridgeway Capital Management
Texas
$1.49M +$79.9K +19,399 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$875K +$20.8K +5,055 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$644K -$1.31K -318 -0.2%
SF
5
Synovus Financial
Georgia
$543K +$235K +56,926 +73%
EGA
6
Eagle Global Advisors
Texas
$483K -$8 -2 -0%
BlackRock
7
BlackRock
New York
$424K +$16.1K +3,916 +4%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$355K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$322K -$9.5K -2,306 -3%
ZIM
10
ZPR Investment Management
Florida
$280K +$174K +42,340 +156%
HW
11
Hancock Whitney
Mississippi
$193K +$21.4K +5,201 +12%
Northern Trust
12
Northern Trust
Illinois
$192K +$16.1K +3,918 +9%
MC
13
Menta Capital
California
$176K
Deutsche Bank
14
Deutsche Bank
Germany
$138K -$10.8K -2,630 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$97K
HB
16
Homrich & Berg
Georgia
$77K +$78.6K +19,081 New
PAM
17
Panagora Asset Management
Massachusetts
$31K
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$21K +$2.37K +576 +12%
Wells Fargo
19
Wells Fargo
California
$14K +$9.13K +2,217 +177%
IA
20
IFP Advisors
Florida
$12K +$3.27K +795 +37%
Morgan Stanley
21
Morgan Stanley
New York
$11K +$161 +39 +1%
UBS Group
22
UBS Group
Switzerland
$6K +$1.54K +375 +31%
Bank of America
23
Bank of America
North Carolina
$6K +$4.03K +978 +196%
Federated Hermes
24
Federated Hermes
Pennsylvania
$4K
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$334 +81 +10%

SNFCA Hedge Fund Activity: Q2 2017 in Review

26 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2017, worth a combined $8.95M — down 0.04% from $8.95M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SNFCA and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 15 added.

The largest buyer was Synovus Financial, adding an estimated $235K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $94K sold.

  • 26 institutional investors held Security National Financial (SNFCA) as of Q2 2017, down from 28 in Q1 2017.
  • Funds reported $8.95M of Security National Financial stock for Q2 2017, down 0.04% quarter-over-quarter.
  • 1 fund opened new Security National Financial positions in Q2 2017 and 3 closed out, a net change of -2 holders.
  • The largest Security National Financial buyer in Q2 2017 was Synovus Financial, an estimated $235K added.
  • The largest Security National Financial seller in Q2 2017 was Virtu KCG Holdings, an estimated $94K sold.

Based on aggregated 13F filings for Q2 2017.