SOR
Source Capital
SOR
SOR
40 hedge funds and large institutions have $52.7M invested in Source Capital in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
40
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$5.46M | |
| 2 | +$1.77M | |
| 3 | +$897K | |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$516K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$509K |
Top Sellers
| 1 | -$2.63M | |
| 2 | -$2.24M | |
| 3 | -$1.95M | |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$675K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$642K |