Security National Financial
SNFCA
57 hedge funds and large institutions have $76.5M invested in Security National Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 15 closing their positions.
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
4% more funds holding
Funds holding: 55 → 57 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $77.6M → $76.5M (-$1.05M)
1.68% less ownership
Funds ownership: 56.96% → 55.28% (-1.7%)
54% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.04M |
| 2 |
RC
RBF Capital
San Francisco,
California
|
+$2.06M |
| 3 |
Millennium Management
New York
|
+$738K |
| 4 |
Renaissance Technologies
New York
|
+$654K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.61M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.07M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$923K |
| 4 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$684K |
| 5 |
State Street
Boston,
Massachusetts
|
-$659K |
SNFCA Hedge Fund Activity: Q2 2024 in Review
57 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q2 2024, worth a combined $76.5M — down 1.4% from $77.6M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SNFCA positions and 15 closed out — a net gain of 3 holders — while 11 added to existing stakes and 24 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $3.04M. The largest seller was BlackRock, cutting an estimated $4.61M.
- 57 institutional investors held Security National Financial (SNFCA) as of Q2 2024, up from 55 in Q1 2024.
- Funds reported $76.5M of Security National Financial stock for Q2 2024, down 1.4% quarter-over-quarter.
- 18 funds opened new Security National Financial positions in Q2 2024 and 15 closed out, a net change of +3 holders.
- The largest Security National Financial buyer in Q2 2024 was Ameriprise, an estimated $3.04M added.
- The largest Security National Financial seller in Q2 2024 was BlackRock, an estimated $4.61M sold.
Based on aggregated 13F filings for Q2 2024.