SOR
Source Capital
SOR
SOR
32 hedge funds and large institutions have $45.8M invested in Source Capital in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less ownership
Funds ownership: →
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
35% less capital invested
Capital invested by funds: $70.1M → $45.8M (-$24.3M)
Holders
32
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.67M | |
| 2 | +$572K | |
| 3 | +$457K | |
| 4 |
Morgan Stanley
New York
|
+$426K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$387K |
Top Sellers
| 1 | -$11.6M | |
| 2 | -$6.01M | |
| 3 | -$5.28M | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$801K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$365K |