SOR
Source Capital
SOR
SOR
51 hedge funds and large institutions have $43.9M invested in Source Capital in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-7
Holders Change %
-12.07%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
4
Increased
14
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $1K | – | – | – |
|
|
SF
52
Synovus Financial
Columbus,
Georgia
| $1K | +$91 | +2 | +10% |
|
|
CWM
53
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$4.03M | -163,416 | Closed |
|
|
WAM
54
Wolverine Asset Management
Chicago,
Illinois
| – | -$586K | -14,595 | Closed |
|
|
CRC
55
Curi RMB Capital
Chicago,
Illinois
| – | -$488K | -12,150 | Closed |
|
|
DA
56
Doliver Advisors
Houston,
Texas
| – | -$410K | -10,191 | Closed |
|
|
SWP
57
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$318K | -7,917 | Closed |
|
|
AFG
58
Albion Financial Group
Salt Lake City,
Utah
| – | -$251K | -6,240 | Closed |
|
59
Envestnet Asset Management
Chicago,
Illinois
| – | -$206K | -5,123 | Closed |
|
60
UBS AM
Chicago,
Illinois
| – | -$84.4K | -2,100 | Closed |
|
|
CAL
61
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$20K | -508 | Closed |
|
|
IA
62
IFP Advisors
Tampa,
Florida
| – | -$11K | -280 | Closed |
|