SOR
Source Capital
SOR
SOR
35 hedge funds and large institutions have $75.6M invested in Source Capital in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
87% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 15
Holders
35
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$17.8M | |
| 2 | +$1.4M | |
| 3 | +$1.19M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$151K |
| 5 |
Morgan Stanley
New York
|
+$80.5K |
Top Sellers
| 1 | -$3.53M | |
| 2 | -$2.64M | |
| 3 | -$1.66M | |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$957K |
| 5 |
Walleye Capital
New York
|
-$544K |