SOR

Source Capital
SOR

Overview Fund Trends Analyst Outlook Journalist POV

46 hedge funds and large institutions have $20.9M invested in Source Capital in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.38M
2
+$1.13M
3
+$943K
4
Cohen & Steers
Cohen & Steers
New York
+$704K
5
LCM
Landscape Capital Management
New Jersey
+$630K

Top Sellers

1
-$286K
2
-$176K
3
-$147K
4
SWP
Stratos Wealth Partners
Ohio
-$81.3K
5
Wells Fargo
Wells Fargo
California
-$69.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$223K
27
$129K
28
$86K
29
$86K
30
$54K
31
$49K
32
$20K
33
$12K
34
$10.9K
35
$10K
36
$10K
37
$7K
38
$7K
39
$6K
40
$4K
41
$4K
42
$2K
43
$2K
44
$1K
45
$1K
46
$1K
1
2