SOR
Source Capital
SOR
SOR
52 hedge funds and large institutions have $54.4M invested in Source Capital in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
1.96% more ownership
Funds ownership: 42.43% → 44.39% (+2%)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
52
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
1 | +$3.08M | |
2 | +$1.56M | |
3 | +$1.4M | |
4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.17M |
5 |
Ameriprise
Minneapolis,
Minnesota
|
+$697K |
Top Sellers
1 | -$2.43M | |
2 | -$564K | |
3 | -$261K | |
4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$214K |
5 |
PC
Pecaut & Co
Sioux City,
Iowa
|
-$209K |