Security National Financial
SNFCA
29 hedge funds and large institutions have $44.2M invested in Security National Financial in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
7% more funds holding
Funds holding: 27 → 29 (+2)
1.82% more ownership
Funds ownership: 44.27% → 46.1% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less capital invested
Capital invested by funds: $49.8M → $44.2M (-$5.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Carlson Capital
Dallas,
Texas
|
+$221K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$151K |
| 3 |
AI
Acuitas Investments
Seattle,
Washington
|
+$134K |
| 4 |
Jane Street
New York
|
+$84.9K |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$69.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$492K |
| 2 |
VA
Verdad Advisers
Boston,
Massachusetts
|
-$473K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$188K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$97.7K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$14.6K |
SNFCA Hedge Fund Activity: Q1 2023 in Review
29 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q1 2023, worth a combined $44.2M — down 11% from $49.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SNFCA positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Carlson Capital, adding an estimated $221K. The largest seller was Soltis Investment Advisors, cutting an estimated $492K.
- 29 institutional investors held Security National Financial (SNFCA) as of Q1 2023, up from 27 in Q4 2022.
- Funds reported $44.2M of Security National Financial stock for Q1 2023, down 11% quarter-over-quarter.
- 4 funds opened new Security National Financial positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest Security National Financial buyer in Q1 2023 was Carlson Capital, an estimated $221K added.
- The largest Security National Financial seller in Q1 2023 was Soltis Investment Advisors, an estimated $492K sold.
Based on aggregated 13F filings for Q1 2023.