SOR

Source Capital
SOR

Overview Fund Activity

48 hedge funds and large institutions have $46.4M invested in Source Capital in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
19
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$3.22M
2
BI
2
Bulldog Investors
New Jersey
$3.95M
3
RCM
3
Rivernorth Capital Management
Florida
$683K
4
SFS
4
Shaker Financial Services
Virginia
$5.14M
5
CA
5
Cornerstone Advisors
North Carolina
$2.44M

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$0
2
AGM
2
Alpine Global Management
New York
$766K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.05M
4
MIG
4
Mariner Investment Group
New York
$921K
5
Citigroup
5
Citigroup
New York
$504K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
– -$14.8K -393 Closed
US Bancorp
52
US Bancorp
Minnesota
– -$12K -320 Closed
Bessemer Group
53
Bessemer Group
New Jersey
– -$8K -200 Closed
SF
54
Synovus Financial
Georgia
– -$1K -28 Closed
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