SOR
Source Capital
SOR
SOR
43 hedge funds and large institutions have $43.3M invested in Source Capital in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 4 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 funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
1.33% less ownership
Funds ownership: 15.23% → 13.9% (-1.3%)
12% less capital invested
Capital invested by funds: $49.3M → $43.3M (-$5.91M)
Holders
43
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$3.69M | |
| 2 | +$383K | |
| 3 | +$274K | |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$266K |
| 5 |
QL
Quarry LP
New York
|
+$266K |
Top Sellers
| 1 | -$4.04M | |
| 2 | -$2.37M | |
| 3 | -$2.05M | |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$693K |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$211K |