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SOR

Source Capital

48 hedge funds and large institutions have $61.4M invested in Source Capital in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more funds holding

Funds holding: 4048 (+8)

16% more capital invested

Capital invested by funds: $52.7M → $61.4M (+$8.66M)

1.59% more ownership

Funds ownership: 20.26%21.85% (+1.6%)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
14
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$11M +$2.26M +70,216 +27%
BI
2
Bulldog Investors
New Jersey
$6.57M
SCM
3
Saba Capital Management
New York
$5.89M
Ameriprise
4
Ameriprise
Minnesota
$5.09M +$60.5K +1,877 +1%
Wells Fargo
5
Wells Fargo
California
$4.17M -$219K -6,779 -5%
SFS
6
Shaker Financial Services
Virginia
$3.53M +$2.11M +65,572 +160%
First Trust Advisors
7
First Trust Advisors
Illinois
$2.66M +$141K +4,366 +6%
CA
8
Cornerstone Advisors
North Carolina
$2.64M +$380K +11,769 +17%
PC
9
Pecaut & Co
Iowa
$2.52M -$399K -12,364 -14%
DADC
10
D.A. Davidson & Co
Montana
$2.44M +$46.8K +1,450 +2%
AIM
11
AMI Investment Management
Indiana
$1.77M -$110K -3,400 -6%
MAA
12
Mraz Amerine & Associates
California
$1.5M -$39.1K -1,211 -3%
Bank of America
13
Bank of America
North Carolina
$1.48M -$463K -14,358 -24%
Morgan Stanley
14
Morgan Stanley
New York
$974K +$78.6K +2,437 +9%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$957K -$984K -30,519 -53%
HighTower Advisors
16
HighTower Advisors
Illinois
$850K -$118K -3,667 -12%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$560K +$94.6K +2,932 +21%
PAS
18
Park Avenue Securities
New York
$556K +$542K +16,805 New
Walleye Capital
19
Walleye Capital
New York
$544K +$160K +4,951 +43%
CRC
20
Curi RMB Capital
Illinois
$523K +$510K +15,809 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$469K -$11.7K -364 -3%
SKK
22
Shepherd Kaplan Krochuk
Massachusetts
$441K
DA
23
Doliver Advisors
Texas
$386K +$376K +11,656 New
AA
24
AQR Arbitrage
Connecticut
$341K +$88.8K +2,753 +36%
CCP
25
Clough Capital Partners
Massachusetts
$331K -$219K -6,800 -40%

SOR Hedge Fund Activity: Q2 2020 in Review

48 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Source Capital (SOR) for Q2 2020, worth a combined $61.4M — up 16% from $52.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SOR positions and 1 closed out — a net gain of 8 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.26M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $984K.

  • 48 institutional investors held Source Capital (SOR) as of Q2 2020, up from 40 in Q1 2020.
  • Funds reported $61.4M of Source Capital stock for Q2 2020, up 16% quarter-over-quarter.
  • 9 funds opened new Source Capital positions in Q2 2020 and 1 closed out, a net change of +8 holders.
  • The largest Source Capital buyer in Q2 2020 was Rivernorth Capital Management, an estimated $2.26M added.
  • The largest Source Capital seller in Q2 2020 was Thomas J. Herzfeld Advisors, an estimated $984K sold.

Based on aggregated 13F filings for Q2 2020.