SOR
Source Capital
SOR
SOR
40 hedge funds and large institutions have $49.3M invested in Source Capital in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 1 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 capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
0.41% less ownership
Funds ownership: 15.65% → 15.23% (-0.41%)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Holders
40
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$2.37M | |
| 2 | +$332K | |
| 3 | +$255K | |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
+$211K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$175K |
Top Sellers
| 1 | -$3.13M | |
| 2 | -$1.37M | |
| 3 | -$389K | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$283K |
| 5 |
PC
Pecaut & Co
Sioux City,
Iowa
|
-$102K |