SOR

Source Capital
SOR

Overview Fund Trends Analyst Outlook Journalist POV

46 hedge funds and large institutions have $20.9M invested in Source Capital in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.38M
2
+$1.13M
3
+$943K
4
Cohen & Steers
Cohen & Steers
New York
+$704K
5
LCM
Landscape Capital Management
New Jersey
+$630K

Top Sellers

1
-$286K
2
-$176K
3
-$147K
4
SWP
Stratos Wealth Partners
Ohio
-$81.3K
5
Wells Fargo
Wells Fargo
California
-$69.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$2.38M
2
$2.16M
3
$1.93M
4
$1.84M
5
$1.21M
6
$1.03M
7
$943K
8
$938K
9
$829K
10
$744K
11
$630K
12
$572K
13
$542K
14
$500K
15
$470K
16
$416K
17
$416K
18
$412K
19
$363K
20
$363K
21
$352K
22
$330K
23
$311K
24
$239K
25
$231K
1
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