SOR
Source Capital
SOR
SOR
55 hedge funds and large institutions have $51.7M invested in Source Capital in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
16
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$662K |
| 2 |
MC
Matisse Capital
Portland,
Oregon
|
-$480K |
| 3 |
LI
Lafayette Investments
Ashton,
Maryland
|
-$270K |
| 4 |
Cohen & Steers
New York
|
-$217K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$173K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MRCM
51
M&R Capital Management
Summit,
New Jersey
| $2K | – | – | – |
|
|
JFGIW
52
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2K | – | – | – |
|
|
RFA
53
Reilly Financial Advisors
La Mesa,
California
| $1K | – | – | – |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| $1K | – | – | – |
|
|
SF
55
Synovus Financial
Columbus,
Georgia
| $1K | +$1K | +20 | New |
|
|
LI
56
Lafayette Investments
Ashton,
Maryland
| – | -$270K | -6,635 | Closed |
|
57
DZ Bank
Frankfurt Am Main,
Germany
| – | -$82K | -2,010 | Closed |
|
|
MSA
58
Marino Stram & Associates
Braintree,
Massachusetts
| – | -$37K | -916 | Closed |
|
|
CB
59
Community Bank
Dewitt,
New York
| – | -$11K | -275 | Closed |
|