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1st Source
SRCE

94 hedge funds and large institutions have $492M invested in 1st Source in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more capital invested

Capital invested by funds: $417M → $492M (+$75.4M)

9% more funds holding

Funds holding: 86 → 94 (+8)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
14
Increased
35
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RRAM
River Road Asset Management
Kentucky
+$4.99M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.46M
3
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
+$2.34M
4
Ameriprise
Ameriprise
Minnesota
+$1.67M
5
BIT
BlackRock Institutional Trust
California
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.28M
2
LSV Asset Management
LSV Asset Management
Illinois
-$4.85M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.14M
4
1SB
1ST Source Bank
Indiana
-$1.86M
5
Goldman Sachs
Goldman Sachs
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.77M +$1.67M +59,791 +4,768%
BIM
27
BlackRock Investment Management
Delaware
$1.63M -$59.1K -2,120 -4%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.47M +$126K +4,532 +10%
Prudential Financial
29
Prudential Financial
New Jersey
$1.42M +$282K +10,120 +26%
PPA
30
Parametric Portfolio Associates
Washington
$1.22M – – –
MAM
31
Martingale Asset Management
Massachusetts
$1.13M +$10.7K +385 +1%
PAM
32
Panagora Asset Management
Massachusetts
$1.02M – – –
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$987K -$41.4K -1,485 -4%
State Board of Administration of Florida Retirement System
34
State Board of Administration of Florida Retirement System
Florida
$964K – – –
PCM
35
Piermont Capital Management
Missouri
$953K +$915K +32,816 New
TC
36
TFS Capital
Pennsylvania
$946K +$259K +9,285 +40%
NFA
37
Nationwide Fund Advisors
Ohio
$918K +$309K +11,062 +54%
KeyBank National Association
38
KeyBank National Association
Ohio
$902K +$867K +31,063 New
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$873K +$6.14K +220 +0.7%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$847K +$3.6K +129 +0.4%
SO
41
STRS Ohio
Ohio
$798K -$239K -8,580 -24%
CS
42
Credit Suisse
Switzerland
$754K +$118K +4,213 +19%
TA
43
Teachers Advisors
New York
$722K +$40.5K +1,452 +6%
AllianceBernstein
44
AllianceBernstein
Tennessee
$713K -$52.2K -1,870 -7%
ZCM
45
Zebra Capital Management
Connecticut
$698K -$15.1K -543 -2%
FCI
46
Financial Counselors Inc
Kansas
$686K -$2.46K -88 -0.4%
RFC
47
Russell Frank Company
Washington
$641K -$121K -4,353 -16%
First Trust Advisors
48
First Trust Advisors
Illinois
$628K -$172K -6,150 -22%
BA
49
BlackRock Advisors
Delaware
$554K -$95.1K -3,409 -15%
Invesco
50
Invesco
Georgia
$542K +$38.9K +1,395 +8%
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SRCE Hedge Fund Activity: Q4 2013 in Review

94 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2013, worth a combined $492M — up 18% from $417M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRCE positions and 6 closed out — a net gain of 8 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $4.99M. The largest seller was Wellington Management Group, cutting an estimated $7.28M.

  • 94 institutional investors held 1st Source (SRCE) as of Q4 2013, up from 86 in Q3 2013.
  • Funds reported $492M of 1st Source stock for Q4 2013, up 18% quarter-over-quarter.
  • 14 funds opened new 1st Source positions in Q4 2013 and 6 closed out, a net change of +8 holders.
  • The largest 1st Source buyer in Q4 2013 was River Road Asset Management, an estimated $4.99M added.
  • The largest 1st Source seller in Q4 2013 was Wellington Management Group, an estimated $7.28M sold.

Based on aggregated 13F filings for Q4 2013.