SOR
Source Capital
SOR
SOR
38 hedge funds and large institutions have $76.7M invested in Source Capital in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
12
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| $81K | +$30.2K | +670 | +59% |
|
27
First Manhattan
New York
| $70K | – | – | – |
|
28
Lazard Asset Management
New York
| $55K | – | – | – |
|
29
Citigroup
New York
| $46K | +$183 | +4 | +0.4% |
|
30
US Bancorp
Minneapolis,
Minnesota
| $33K | – | – | – |
|
31
JPMorgan Chase & Co
New York
| $30K | +$30K | +650 | New |
|
|
BWL
32
Bogart Wealth LLC
Mclean,
Virginia
| $9K | +$9K | +190 | New |
|
|
HFA
33
HC Financial Advisors
Lafayette,
California
| $8K | – | – | – |
|
|
WT
34
Whittier Trust
South Pasadena,
California
| $5K | – | – | – |
|
|
LGWM
35
Litman Gregory Wealth Management
Larkspur,
California
| $4.07K | -$67.2K | -67,161 | -94% |
|
|
FF
36
FourThought Financial
Venice,
Florida
| $4K | – | – | – |
|
|
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2K | – | – | – |
|
38
Walleye Capital
New York
| $771 | +$540 | +11,862 | +234% |
|
|
BI
39
Bulldog Investors
Saddle Brook,
New Jersey
| – | -$9.69M | -221,586 | Closed |
|
|
RCM
40
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$5.07M | -115,867 | Closed |
|