SOR

Source Capital
SOR

Overview Fund Trends Analyst Outlook Journalist POV

40 hedge funds and large institutions have $52.7M invested in Source Capital in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

less funds holding

Funds holding: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
40
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
+$5.46M
2
+$1.77M
3
+$897K
4
CCP
Clough Capital Partners
Massachusetts
+$516K
5
First Trust Advisors
First Trust Advisors
Illinois
+$509K

Top Sellers

1
-$2.63M
2
-$2.24M
3
-$1.95M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$675K
5
LCM
Landscape Capital Management
New Jersey
-$642K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$246K
27
$232K
28
$230K
29
$223K
30
$204K
31
$180K
32
$37K
33
$30K
34
$22K
35
$22K
36
$18K
37
$7K
38
$7K
39
$5K
40
$1K
41
–
42
–
43
–
44
–
45
–
46
–
47
–
48
–
1
2