SOR

Source Capital
SOR

Overview Fund Activity

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.

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
13
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.38M
2
Citigroup
2
Citigroup
New York
$1.21M
3
CRC
3
Curi RMB Capital
Illinois
$943K
4
Cohen & Steers
4
Cohen & Steers
New York
$1.85M
5
LCM
5
Landscape Capital Management
New Jersey
$630K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$4K
2
RJA
2
Raymond James & Associates
Florida
$330K
3
PC
3
Pecaut & Co
Iowa
$1.93M
4
SWP
4
Stratos Wealth Partners
Ohio
$363K
5
Wells Fargo
5
Wells Fargo
California
$542K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$223K -$2.91K -79 -1%
Creative Planning
27
Creative Planning
Kansas
$129K – – –
KTC
28
Kistler-Tiffany Companies
Pennsylvania
$86K -$11.1K -300 -11%
MRCM
29
M&R Capital Management
New Jersey
$86K – – –
CAL
30
Capital Advisors Ltd
Ohio
$54K – – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$49K – – –
First Manhattan
32
First Manhattan
New York
$20K – – –
US Bancorp
33
US Bancorp
Minnesota
$12K +$1.88K +50 +19%
KLI
34
Kelman-Lazarov Inc
Tennessee
$10.9K – – –
IA
35
IFP Advisors
Florida
$10K – – –
CB
36
Community Bank
New York
$10K +$10K +275 New
GWM
37
Geneos Wealth Management
Colorado
$7K – – –
Bessemer Group
38
Bessemer Group
New Jersey
$7K – – –
DSC
39
Duncker Streett & Co
Missouri
$6K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$4K -$286K -7,085 -99%
RAM
41
Riggs Asset Management
Pennsylvania
$4K – – –
TIM
42
Tortoise Investment Management
New York
$2K -$2K -50 -50%
SF
43
Synovus Financial
Georgia
$2K +$37 +1 +2%
JFGIW
44
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
AG
45
Advisor Group
Arizona
$1K – – –
RFA
46
Reilly Financial Advisors
California
$1K – – –
1
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