SOR
Source Capital
SOR
SOR
30 hedge funds and large institutions have $83.6M invested in Source Capital in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
14% less funds holding
Funds holding: 35 → 30 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Holders
30
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$13.2M | |
| 2 | +$918K | |
| 3 | +$747K | |
| 4 |
AIM
Anchor Investment Management
Columbia,
South Carolina
|
+$199K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$151K |
Top Sellers
| 1 | -$6.16M | |
| 2 | -$507K | |
| 3 | -$455K | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$252K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$235K |