SOR
Source Capital
SOR
SOR
52 hedge funds and large institutions have $41.6M invested in Source Capital in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
5% less funds holding
Funds holding: 55 → 52 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Holders
52
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.58M | |
| 2 | +$578K | |
| 3 | +$331K | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$243K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$222K |
Top Sellers
| 1 | -$1.83M | |
| 2 | -$1.43M | |
| 3 | -$602K | |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$241K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$220K |