SOR
Source Capital
SOR
SOR
54 hedge funds and large institutions have $58.9M invested in Source Capital in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
3.17% more ownership
Funds ownership: 13.31% → 16.48% (+3.2%)
Holders
54
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$712K | |
| 2 | +$495K | |
| 3 | +$357K | |
| 4 |
Invesco
Atlanta,
Georgia
|
+$313K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$232K |
Top Sellers
| 1 | -$2.06M | |
| 2 | -$924K | |
| 3 | -$240K | |
| 4 |
CWM
Chemistry Wealth Management
New York
|
-$204K |
| 5 |
PC
Pecaut & Co
Sioux City,
Iowa
|
-$134K |