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SOR

Source Capital

52 hedge funds and large institutions have $38.1M invested in Source Capital in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

9% more capital invested

Capital invested by funds: $34.8M → $38.1M (+$3.29M)

6% more funds holding

Funds holding: 4952 (+3)

0.43% more ownership

Funds ownership: 5.86%6.29% (+0.43%)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.27M +$367K +5,374 +8%
Morgan Stanley
2
Morgan Stanley
New York
$4.15M +$695K +10,175 +21%
SFS
3
Shaker Financial Services
Virginia
$2.97M +$571K +8,362 +25%
MAA
4
Mraz Amerine & Associates
California
$2.73M -$47.5K -695 -2%
First Trust Advisors
5
First Trust Advisors
Illinois
$2.33M +$162K +2,365 +8%
WAM
6
Wolverine Asset Management
Illinois
$1.96M +$1.77M +25,940 +1,281%
RJA
7
Raymond James & Associates
Florida
$1.84M -$32.4K -474 -2%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$1.4M +$683K +10,000 +100%
CAN
9
Cetera Advisor Networks
California
$1.33M -$73.4K -1,075 -5%
Goldman Sachs
10
Goldman Sachs
New York
$1.22M -$561K -8,210 -32%
SRC
11
Stone Run Capital
New York
$1.06M
U
12
UBS
Switzerland
$1.05M -$7.92K -116 -0.8%
DADC
13
D.A. Davidson & Co
Montana
$860K +$342 +5 +0%
HFS
14
HL Financial Services
Kentucky
$712K +$13.7K +200 +2%
KIM
15
Karpus Investment Management
New York
$678K +$662K +9,692 New
Bank of America
16
Bank of America
North Carolina
$674K -$23K -337 -3%
CCM
17
Cohen Capital Management
California
$670K
LPL Financial
18
LPL Financial
California
$668K -$70.9K -1,038 -10%
FFA
19
First Foundation Advisors
California
$614K +$1.16K +17 +0.2%
B
20
Baird
Wisconsin
$575K +$8.13K +119 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$541K +$1.3K +19 +0.2%
LI
22
Lafayette Investments
Maryland
$389K +$4.37K +64 +1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$361K +$16.7K +245 +5%
KFS
24
KMS Financial Services
Washington
$350K -$7.45K -109 -2%
SG Americas Securities
25
SG Americas Securities
New York
$345K

SOR Hedge Fund Activity: Q2 2014 in Review

52 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Source Capital (SOR) for Q2 2014, worth a combined $38.1M — up 9.4% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SOR positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $1.77M. The largest seller was HSBC Holdings, exiting entirely with an estimated $1.62M sold.

  • 52 institutional investors held Source Capital (SOR) as of Q2 2014, up from 49 in Q1 2014.
  • Funds reported $38.1M of Source Capital stock for Q2 2014, up 9.4% quarter-over-quarter.
  • 6 funds opened new Source Capital positions in Q2 2014 and 3 closed out, a net change of +3 holders.
  • The largest Source Capital buyer in Q2 2014 was Wolverine Asset Management, an estimated $1.77M added.
  • The largest Source Capital seller in Q2 2014 was HSBC Holdings, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2014.