SOR

Source Capital
SOR

Overview Fund Activity

48 hedge funds and large institutions have $26.2M invested in Source Capital in 2013 Q2 according to their latest regulatory filings, with 48 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
48
Holders Change
+48
Holders Change %
–
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$3.6M 58,414 +58,414 New
MAA
2
Mraz Amerine & Associates
California
$2.17M 35,186 +35,186 New
Morgan Stanley
3
Morgan Stanley
New York
$1.94M 31,462 +31,462 New
RJA
4
Raymond James & Associates
Florida
$1.64M 26,519 +26,519 New
Goldman Sachs
5
Goldman Sachs
New York
$1.63M 26,325 +26,325 New
HSBC Holdings
6
HSBC Holdings
United Kingdom
$1.56M 25,325 +25,325 New
First Trust Advisors
7
First Trust Advisors
Illinois
$1.47M 23,879 +23,879 New
CAN
8
Cetera Advisor Networks
California
$1.43M 23,138 +23,138 New
SRC
9
Stone Run Capital
New York
$945K 15,300 +15,300 New
SG Americas Securities
10
SG Americas Securities
New York
$835K 13,523 +13,523 New
U
11
UBS
Switzerland
$798K 12,924 +12,924 New
Bank of America
12
Bank of America
North Carolina
$682K 11,046 +11,046 New
LPL Financial
13
LPL Financial
California
$661K 10,713 +10,713 New
HFS
14
HL Financial Services
Kentucky
$659K 10,680 +10,680 New
FFA
15
First Foundation Advisors
California
$639K 10,357 +10,357 New
Ameriprise
16
Ameriprise
Minnesota
$612K 9,919 +9,919 New
CCM
17
Cohen Capital Management
California
$591K 9,574 +9,574 New
B
18
Baird
Wisconsin
$449K 7,282 +7,282 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$408K 6,609 +6,609 New
LI
20
Lafayette Investments
Maryland
$328K 5,311 +5,311 New
Comerica Bank
21
Comerica Bank
Texas
$309K 5,000 +5,000 New
SHA
22
Smith Hayes Advisers
Nebraska
$297K 4,817 +4,817 New
NL
23
NWAM LLC
Washington
$270K 4,377 +4,377 New
DADC
24
D.A. Davidson & Co
Montana
$258K 4,187 +4,187 New
Nomura Holdings
25
Nomura Holdings
Japan
$224K 3,650 +3,650 New
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