SOR

Source Capital
SOR

Overview Fund Activity

49 hedge funds and large institutions have $47.8M invested in Source Capital in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
18
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$7.17M
2
HighTower Advisors
HighTower Advisors
Illinois
$1.55M
3
Ameriprise
Ameriprise
Minnesota
$2.15M
4
Cohen & Steers
Cohen & Steers
New York
$2.78M
5
Wells Fargo
Wells Fargo
California
$514K

Top Sellers

1
MIG
Mariner Investment Group
New York
$0
2
CRC
Curi RMB Capital
Illinois
$0
3
CA
Cornerstone Advisors
North Carolina
$2.29M
4
MC
Matisse Capital
Oregon
$1.53M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
– -$201K -5,009 Closed
MCM
52
Manchester Capital Management
Vermont
– -$41K -1,027 Closed
DSC
53
Duncker Streett & Co
Missouri
– -$6K -150 Closed
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