SOR
Source Capital
SOR
SOR
50 hedge funds and large institutions have $47.6M invested in Source Capital in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.99% more ownership
Funds ownership: 12.32% → 13.31% (+0.99%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
50
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.47M | |
| 2 | +$586K | |
| 3 | +$553K | |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$450K |
| 5 |
WWP
Waypoint Wealth Partners
Mill Valley,
California
|
+$319K |
Top Sellers
| 1 | -$740K | |
| 2 | -$684K | |
| 3 | -$249K | |
| 4 |
PC
Pecaut & Co
Sioux City,
Iowa
|
-$243K |
| 5 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$233K |