SOR
Source Capital
SOR
SOR
34 hedge funds and large institutions have $70.1M invested in Source Capital in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
8
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $141K | +$141K | +3,775 | New |
|
27
UBS Group
Zurich,
Switzerland
| $120K | -$20.1K | -537 | -14% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $74K | -$10.5K | -281 | -12% |
|
29
First Manhattan
New York
| $57K | – | – | – |
|
30
Lazard Asset Management
New York
| $40K | – | – | – |
|
31
Rockefeller Capital Management
New York
| $19K | – | – | – |
|
|
HFA
32
HC Financial Advisors
Lafayette,
California
| $6K | – | – | – |
|
|
MTIC
33
Missouri Trust & Investment Company
Springfield,
Missouri
| $4K | – | – | – |
|
|
JFGIW
34
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1K | – | – | – |
|
35
HighTower Advisors
Chicago,
Illinois
| – | -$202K | -4,740 | Closed |
|
36
Jones Financial Companies
Des Peres,
Missouri
| – | -$145K | -3,450 | Closed |
|