SOR

Source Capital
SOR

Overview Fund Activity

45 hedge funds and large institutions have $66.5M invested in Source Capital in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
16
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$7.95M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$3.06M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$2.3M
4
Walleye Capital
4
Walleye Capital
New York
$434K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$477K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$4.91M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.2M
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
CRC
4
Curi RMB Capital
Illinois
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
– -$4K -115 Closed
SFS
52
Sowell Financial Services
Arkansas
– -$4K -100 Closed
GRP
53
Global Retirement Partners
California
– -$1K -20 Closed
1 2
3