SOR

Source Capital
SOR

Overview Fund Activity

49 hedge funds and large institutions have $44.7M invested in Source Capital in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
13
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$662K
2
SA
2
Sanctuary Advisors
Indiana
$583K
3
DADC
3
D.A. Davidson & Co
Montana
$6.13M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$737K
5
LSAG
5
Lake Street Advisors Group
New Hampshire
$417K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$200K
2
CWM
2
Chemistry Wealth Management
New York
$3.49M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$203K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
Mariner
5
Mariner
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
– – -5,877 Closed
BAM
52
Belpointe Asset Management
Nevada
– – -5,384 Closed
BCMLT
53
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -339 Closed
CFGS
54
Concourse Financial Group Securities
Alabama
– – – –
1 2
3