SOR
Source Capital
SOR
SOR
38 hedge funds and large institutions have $37.2M invested in Source Capital in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 15 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: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
13% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 15
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
38
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$577K | |
| 2 | +$522K | |
| 3 | +$298K | |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$259K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$206K |
Top Sellers
| 1 | -$2.14M | |
| 2 | -$1.3M | |
| 3 | -$846K | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$187K |
| 5 |
MAA
Mraz Amerine & Associates
Modesto,
California
|
-$140K |