SOR

Source Capital
SOR

Overview Fund Activity

50 hedge funds and large institutions have $47.6M invested in Source Capital in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
21
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.68M
2
DADC
2
D.A. Davidson & Co
Montana
$6.75M
3
UBS Group
3
UBS Group
Switzerland
$1.15M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$654K
5
WWP
5
Waypoint Wealth Partners
California
$319K

Top Sellers

1
CWM
1
Chemistry Wealth Management
New York
$2.77M
2
HC
2
Hara Capital
Washington
$3.12M
3
OIA
3
OneDigital Investment Advisors
Kansas
$0
4
PC
4
Pecaut & Co
Iowa
$778K
5
LWL
5
Leo Wealth LLC
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
– – -5,629 Closed
LWL
52
Leo Wealth LLC
Texas
– – -5,262 Closed
CFGS
53
Concourse Financial Group Securities
Alabama
– – – –
1 2
3