SOR
Source Capital
SOR
SOR
52 hedge funds and large institutions have $38.1M invested in Source Capital in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.43% more ownership
Funds ownership: 5.86% → 6.29% (+0.43%)
Holders
52
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.81M | |
| 2 | +$712K | |
| 3 | +$701K | |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$678K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$585K |
Top Sellers
| 1 | -$1.62M | |
| 2 | -$574K | |
| 3 | -$439K | |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$74.8K |
| 5 |
LPL Financial
San Diego,
California
|
-$72.7K |