SOR

Source Capital

54 hedge funds and large institutions have $58.9M invested in Source Capital in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 +$712K
2 +$495K
3 +$357K
4
Invesco
Invesco
Georgia
+$313K
5
DADC
D.A. Davidson & Co
Montana
+$232K

Top Sellers

1 -$2.06M
2 -$924K
3 -$240K
4
CWM
Chemistry Wealth Management
New York
-$204K
5
PC
Pecaut & Co
Iowa
-$134K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$11.9M
2
$6.83M
3
$3.84M
4
$3.35M
5
$3.16M
6
$3.11M
7
$2.86M
8
$2.5M
9
$2.23M
10
$1.19M
11
$1.18M
12
$1.18M
13
$1.17M
14
$1.13M
15
$1.08M
16
$1.08M
17
$884K
18
$757K
19
$738K
20
$731K
21
$712K
22
$712K
23
$650K
24
$626K
25
$626K