SOR

Source Capital
SOR

Overview Fund Activity

52 hedge funds and large institutions have $38.1M invested in Source Capital in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$1.96M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.15M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$1.4M
4
KIM
4
Karpus Investment Management
New York
$678K
5
SFS
5
Shaker Financial Services
Virginia
$2.97M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$1.22M
3
TC
3
TFS Capital
Pennsylvania
$0
4
CAN
4
Cetera Advisor Networks
California
$1.33M
5
LPL Financial
5
LPL Financial
California
$668K
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
51
Sandy Spring Bank
Maryland
$1K 16 – –
1IC
52
1919 Investment Counsel
Maryland
$1K 7 – –
HSBC Holdings
53
HSBC Holdings
United Kingdom
– – -23,525 Closed
TC
54
TFS Capital
Pennsylvania
– – -6,397 Closed
GT
55
Glenmede Trust
Pennsylvania
– – -717 Closed
1 2
3