SOR

Source Capital
SOR

Overview Fund Activity

48 hedge funds and large institutions have $26.2M invested in Source Capital in 2013 Q2 according to their latest regulatory filings, with 48 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+48
Holders Change %
–
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
26
Telemus Investment Management
Michigan
$216K +$216K +3,500 New
TBI
27
Telemus Beacon Investment
Michigan
$216K +$216K +3,500 New
CBB
28
Citizens Business Bank
California
$202K +$202K +3,266 New
GT
29
Glenmede Trust
Pennsylvania
$183K +$183K +2,967 New
KTC
30
Kistler-Tiffany Companies
Pennsylvania
$162K +$162K +2,632 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$143K +$143K +2,324 New
Citigroup
32
Citigroup
New York
$133K +$133K +2,152 New
TJHA
33
Thomas J. Herzfeld Advisors
Florida
$118K +$118K +1,905 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$101K +$101K +1,630 New
MA
35
MUFG Americas
New York
$93K +$93K +1,500 New
First Manhattan
36
First Manhattan
New York
$51K +$51K +802 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$43K +$43K +701 New
AC
38
Alexandria Capital
Virginia
$35K +$35K +568 New
CW
39
Cobiz Wealth
Colorado
$31K +$31K +500 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$29K +$29K +468 New
CFSG
41
Community Financial Services Group
Vermont
$19K +$19K +300 New
US Bancorp
42
US Bancorp
Minnesota
$17K +$17K +270 New
TRCT
43
Tower Research Capital (TRC)
New York
$12K +$12K +197 New
Bessemer Group
44
Bessemer Group
New Jersey
$12K +$12K +200 New
HR
45
Howe & Rusling
New York
$6K +$6K +104 New
JFGIW
46
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2K +40 New
1IC
47
1919 Investment Counsel
Maryland
$1K +$1K +7 New
SSB
48
Sandy Spring Bank
Maryland
$1K +$1K +14 New
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