SOR
Source Capital
SOR
SOR
33 hedge funds and large institutions have $88.5M invested in Source Capital in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
13% less funds holding
Funds holding: 38 → 33 (-5)
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Holders
33
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$2.14M | |
| 2 | +$1.08M | |
| 3 | +$340K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$303K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$130K |
Top Sellers
| 1 | -$3.64M | |
| 2 | -$531K | |
| 3 | -$290K | |
| 4 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
-$266K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$250K |