SOR
Source Capital
SOR
SOR
51 hedge funds and large institutions have $43.9M invested in Source Capital in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding in top 10
Funds holding in top 10: →
34% less capital invested
Capital invested by funds: $66.9M → $43.9M (-$23M)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Holders
51
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.47M | |
| 2 | +$485K | |
| 3 | +$365K | |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$316K |
| 5 |
Morgan Stanley
New York
|
+$311K |
Top Sellers
| 1 | -$7.34M | |
| 2 | -$4.03M | |
| 3 | -$770K | |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$748K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$586K |