SOR
Source Capital
SOR
SOR
48 hedge funds and large institutions have $22.9M invested in Source Capital in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
66% less capital invested
Capital invested by funds: $67.7M → $22.9M (-$44.8M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Holders
48
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.21M | |
| 2 | +$1.18M | |
| 3 | +$702K | |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$451K |
| 5 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
+$287K |
Top Sellers
| 1 | -$4.72M | |
| 2 | -$4.61M | |
| 3 | -$2.76M | |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.17M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.73M |