SOR

Source Capital
SOR

Overview Fund Activity

52 hedge funds and large institutions have $34.4M invested in Source Capital in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
1
Matisse Capital
Oregon
$2.77M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.86M
3
LCM
3
Landscape Capital Management
New Jersey
$2.44M
4
MIG
4
Mariner Investment Group
New York
$1.81M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$227K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$0
3
Wells Fargo
3
Wells Fargo
California
$304K
4
Creative Planning
4
Creative Planning
Kansas
$30K
5
GC
5
Guggenheim Capital
Illinois
$339K
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
51
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K 40 – –
RFA
52
Reilly Financial Advisors
California
$1K 29 – –
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
– – -8,462 Closed
TRCT
54
Tower Research Capital (TRC)
New York
– – -99 Closed
TIM
55
Tortoise Investment Management
New York
– – -50 Closed
1 2
3