SOR
Source Capital
SOR
SOR
30 hedge funds and large institutions have $83.6M invested in Source Capital in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.
Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
10
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Lazard Asset Management
New York
| $45K | 1,087 | -140 | -11% |
|
27
Rockefeller Capital Management
New York
| $22K | 525 | +525 | New |
|
|
HFA
28
HC Financial Advisors
Lafayette,
California
| $7K | 174 | – | – |
|
|
MTIC
29
Missouri Trust & Investment Company
Springfield,
Missouri
| $5K | 116 | – | – |
|
|
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2K | 40 | – | – |
|
31
Walleye Capital
New York
| – | – | -10,535 | Closed |
|
32
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | – | -5,822 | Closed |
|
|
CSPIA
33
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | – | -5,450 | Closed |
|
|
WFS
34
Widmann Financial Services
Bowie,
Maryland
| – | – | -600 | Closed |
|
|
CWS
35
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | – | -234 | Closed |
|
|
FF
36
FourThought Financial
Venice,
Florida
| – | – | -109 | Closed |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | – | -6 | Closed |
|
|
CFGS
38
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|