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SOR

Source Capital
SOR

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.

New
Increased
Maintained
Reduced
Closed

4.91% more ownership

Funds ownership: 0% → 4.91% (+4.9%)

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 Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$3.6M +$3.54M +58,414 New
MAA
2
Mraz Amerine & Associates
California
$2.17M +$2.14M +35,186 New
Morgan Stanley
3
Morgan Stanley
New York
$1.94M +$1.91M +31,462 New
RJA
4
Raymond James & Associates
Florida
$1.64M +$1.61M +26,519 New
Goldman Sachs
5
Goldman Sachs
New York
$1.63M +$1.6M +26,325 New
HSBC Holdings
6
HSBC Holdings
United Kingdom
$1.56M +$1.54M +25,325 New
First Trust Advisors
7
First Trust Advisors
Illinois
$1.47M +$1.45M +23,879 New
CAN
8
Cetera Advisor Networks
California
$1.43M +$1.4M +23,138 New
SRC
9
Stone Run Capital
New York
$945K +$929K +15,300 New
SG Americas Securities
10
SG Americas Securities
New York
$835K +$821K +13,523 New
U
11
UBS
Switzerland
$798K +$784K +12,924 New
Bank of America
12
Bank of America
North Carolina
$682K +$670K +11,046 New
LPL Financial
13
LPL Financial
California
$661K +$650K +10,713 New
HFS
14
HL Financial Services
Kentucky
$659K +$648K +10,680 New
FFA
15
First Foundation Advisors
California
$639K +$629K +10,357 New
Ameriprise
16
Ameriprise
Minnesota
$612K +$602K +9,919 New
CCM
17
Cohen Capital Management
California
$591K +$581K +9,574 New
B
18
Baird
Wisconsin
$449K +$442K +7,282 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$408K +$401K +6,609 New
LI
20
Lafayette Investments
Maryland
$328K +$322K +5,311 New
Comerica Bank
21
Comerica Bank
Texas
$309K +$303K +5,000 New
SHA
22
Smith Hayes Advisers
Nebraska
$297K +$292K +4,817 New
NL
23
NWAM LLC
Washington
$270K +$266K +4,377 New
DADC
24
D.A. Davidson & Co
Montana
$258K +$254K +4,187 New
Nomura Holdings
25
Nomura Holdings
Japan
$224K +$222K +3,650 New
1
2

SOR Hedge Fund Activity: Q2 2013 in Review

48 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Source Capital (SOR) for Q2 2013, worth a combined $26.2M.

Buyers outnumbered sellers: 48 funds opened new SOR positions and 0 closed out — a net gain of 48 holders — while 0 added to existing stakes and 0 trimmed.

  • 48 institutional investors held Source Capital (SOR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $26.2M of Source Capital stock for Q2 2013.
  • 48 funds opened new Source Capital positions in Q2 2013 and 0 closed out, a net change of +48 holders.

Based on aggregated 13F filings for Q2 2013.