SOR
Source Capital
SOR
SOR
58 hedge funds and large institutions have $66.9M invested in Source Capital in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 12 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: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
4% more funds holding
Funds holding: 56 → 58 (+2)
1.85% more ownership
Funds ownership: 45.14% → 46.98% (+1.8%)
Holders
58
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$1.94M | |
| 2 | +$1.23M | |
| 3 | +$706K | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$637K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$586K |
Top Sellers
| 1 | -$252K | |
| 2 | -$213K | |
| 3 | -$205K | |
| 4 |
PC
Pecaut & Co
Sioux City,
Iowa
|
-$203K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$80K |