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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
16% less capital invested
Capital invested by funds: $83.6M → $70.1M (-$13.4M)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Holders
34
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$11.6M | |
| 2 | +$801K | |
| 3 | +$518K | |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$418K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$256K |
Top Sellers
| 1 | -$3.72M | |
| 2 | -$3M | |
| 3 | -$202K | |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
-$145K |
| 5 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$109K |