SOR

Source Capital
SOR

Overview Fund Trends Analyst Outlook Journalist POV

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10: →

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.32M
2
+$2.17M
3
+$556K
4
CRC
Curi RMB Capital
Illinois
+$523K
5
CA
Cornerstone Advisors
North Carolina
+$389K

Top Sellers

1
-$1.09M
2
-$664K
3
-$475K
4
PC
Pecaut & Co
Iowa
-$409K
5
CCP
Clough Capital Partners
Massachusetts
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$11M
2
$6.57M
3
$5.89M
4
$5.09M
5
$4.17M
6
$3.53M
7
$2.66M
8
$2.64M
9
$2.52M
10
$2.44M
11
$1.77M
12
$1.5M
13
$1.48M
14
$974K
15
$957K
16
$850K
17
$560K
18
$556K
19
$544K
20
$523K
21
$469K
22
$441K
23
$386K
24
$341K
25
$331K
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