SOR
Source Capital
SOR
SOR
35 hedge funds and large institutions have $64.5M invested in Source Capital in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
2.84% less ownership
Funds ownership: 20.6% → 17.76% (-2.8%)
16% less capital invested
Capital invested by funds: $76.7M → $64.5M (-$12.2M)
Holders
35
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.73M | |
| 2 | +$736K | |
| 3 | +$640K | |
| 4 |
CICI
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
+$529K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$235K |
Top Sellers
| 1 | -$7.01M | |
| 2 | -$6M | |
| 3 | -$710K | |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$649K |
| 5 |
PC
Pecaut & Co
Sioux City,
Iowa
|
-$534K |