SOR
Source Capital
SOR
SOR
55 hedge funds and large institutions have $51.7M invested in Source Capital in 2018 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
8% more capital invested
Capital invested by funds: $47.8M → $51.7M (+$3.86M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
55
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$2.4M | |
| 2 | +$745K | |
| 3 | +$649K | |
| 4 |
AIM
AMI Investment Management
Kendallville,
Indiana
|
+$425K |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$420K |
Top Sellers
| 1 | -$662K | |
| 2 | -$480K | |
| 3 | -$270K | |
| 4 |
Cohen & Steers
New York
|
-$217K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$173K |