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Security National Financial
SNFCA

26 hedge funds and large institutions have $9.34M invested in Security National Financial in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more funds holding

Funds holding: 21 → 26 (+5)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

9% more capital invested

Capital invested by funds: $8.6M → $9.34M (+$742K)

1.48% more ownership

Funds ownership: 17.2% → 18.67% (+1.5%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$514K
2
FA
FDx Advisors
Illinois
+$83.5K
3
ZIM
ZPR Investment Management
Florida
+$62.7K
4
Renaissance Technologies
Renaissance Technologies
New York
+$53K
5
JC
JBF Capital
Colorado
+$36.7K

Top Sellers

Rank Fund Capital Flow
1
MC
Menta Capital
California
-$21.8K
2
VFA
Voya Financial Advisors
Connecticut
-$13.1K
3
Deutsche Bank
Deutsche Bank
Germany
-$9.97K
4
UBS Group
UBS Group
Switzerland
-$2.22K
5
Wells Fargo
Wells Fargo
California
-$1.03K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.23M – – –
MI
2
M3F Inc
Utah
$1.89M +$514K +148,280 +37%
BCM
3
Bridgeway Capital Management
Texas
$1.27M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$970K +$34K +9,816 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$635K +$53K +15,293 +9%
SF
6
Synovus Financial
Georgia
$465K – – –
BlackRock
7
BlackRock
New York
$376K +$6.49K +1,873 +2%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$303K – – –
JC
9
JBF Capital
Colorado
$285K +$36.7K +10,587 +15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$275K – – –
Northern Trust
11
Northern Trust
Illinois
$166K -$904 -261 -0.5%
Deutsche Bank
12
Deutsche Bank
Germany
$91K -$9.97K -2,879 -10%
VFA
13
Voya Financial Advisors
Connecticut
$86K -$13.1K -3,786 -14%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$83K – – –
FA
15
FDx Advisors
Illinois
$83K +$83.5K +24,111 New
MC
16
Menta Capital
California
$64K -$21.8K -6,297 -25%
ZIM
17
ZPR Investment Management
Florida
$62K +$62.7K +18,109 New
TRCT
18
Tower Research Capital (TRC)
New York
$4K +$1.05K +303 +37%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3K +$114 +33 +4%
UBS Group
20
UBS Group
Switzerland
$2K -$2.22K -640 -49%
Morgan Stanley
21
Morgan Stanley
New York
$2K +$1.52K +439 New
Wells Fargo
22
Wells Fargo
California
$1K -$1.03K -297 -66%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1K +$1.05K +303 New
SWP
24
Stratos Wealth Partners
Ohio
– +$360 +104 New

SNFCA Hedge Fund Activity: Q3 2018 in Review

26 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q3 2018, worth a combined $9.34M — up 8.6% from $8.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SNFCA positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was M3F Inc, adding an estimated $514K. The largest seller was Menta Capital, cutting an estimated $21.8K.

  • 26 institutional investors held Security National Financial (SNFCA) as of Q3 2018, up from 21 in Q2 2018.
  • Funds reported $9.34M of Security National Financial stock for Q3 2018, up 8.6% quarter-over-quarter.
  • 5 funds opened new Security National Financial positions in Q3 2018 and 0 closed out, a net change of +5 holders.
  • The largest Security National Financial buyer in Q3 2018 was M3F Inc, an estimated $514K added.
  • The largest Security National Financial seller in Q3 2018 was Menta Capital, an estimated $21.8K sold.

Based on aggregated 13F filings for Q3 2018.