SOR

Source Capital
SOR

Overview Fund Trends Analyst Outlook Journalist POV

32 hedge funds and large institutions have $76.7M invested in Source Capital in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership: →

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

16% less funds holding

Funds holding: 38 → 32 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
32
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
+$3.9M
2
+$649K
3
+$421K
4
US Bancorp
US Bancorp
Minnesota
+$303K
5
Bank of America
Bank of America
North Carolina
+$297K

Top Sellers

1
-$2.59M
2
-$776K
3
-$314K
4
Walleye Trading
Walleye Trading
New York
-$246K
5
PC
Pecaut & Co
Iowa
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$54K
27
$24K
28
$11.2K
29
$8K
30
$4K
31
$2K
32
$671
33
–
34
–
35
–
36
–
37
–
38
–
39
–
40
–
41
–
1
2