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1st Source
SRCE

121 hedge funds and large institutions have $949M invested in 1st Source in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 118 → 121 (+3)

4% more capital invested

Capital invested by funds: $912M → $949M (+$36.9M)

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.39% less ownership

Funds ownership: 71.11% → 69.72% (-1.4%)

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
40
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$3.88M
2
AL
AJO LP
Pennsylvania
+$3.77M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$3.63M
4
Goldman Sachs
Goldman Sachs
New York
+$3.13M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.96M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.28M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.87M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.53M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$920K
5
State Street
State Street
Massachusetts
-$721K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$4.57M -$66.7K -1,300 -1%
MCM
27
Matarin Capital Management
New York
$4.16M +$362K +7,062 +9%
Deutsche Bank
28
Deutsche Bank
Germany
$3.88M +$1.61M +31,315 +69%
RP
29
Reinhart Partners
Wisconsin
$3.84M -$62.1K -1,210 -2%
First Trust Advisors
30
First Trust Advisors
Illinois
$3.79M +$118K +2,301 +3%
AL
31
AJO LP
Pennsylvania
$3.72M +$3.77M +73,460 New
Allianz Asset Management
32
Allianz Asset Management
Germany
$3.58M +$3.63M +70,700 New
Goldman Sachs
33
Goldman Sachs
New York
$3.41M +$3.13M +60,969 +953%
MAM
34
Martingale Asset Management
Massachusetts
$2.84M -$118K -2,300 -4%
ITIM
35
Indiana Trust & Investment Management
Indiana
$2.78M -$97.5K -1,900 -3%
RHCA
36
Rosenthal Henry Capital Advisors
Indiana
$2.63M +$103K +2,000 +4%
ZIM
37
Zacks Investment Management
Illinois
$2.18M +$162K +3,153 +8%
Morgan Stanley
38
Morgan Stanley
New York
$2.06M -$638K -12,443 -23%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$2.04M +$115K +2,238 +6%
TCIM
40
TIAA CREF Investment Management
New York
$2.02M +$10.9K +213 +0.5%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.92M +$165K +3,213 +9%
PPA
42
Parametric Portfolio Associates
Washington
$1.79M +$130K +2,528 +8%
CEP
43
Chicago Equity Partners
Illinois
$1.68M +$1.7M +33,175 New
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.6M +$77K +1,500 +5%
TA
45
Teachers Advisors
New York
$1.47M – – –
SFM
46
Systematic Financial Management
New Jersey
$1.37M +$253K +4,930 +22%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$1.36M -$21.3K -415 -2%
Invesco
48
Invesco
Georgia
$1.3M -$573K -11,164 -30%
Ameriprise
49
Ameriprise
Minnesota
$1.26M +$12.1K +236 +1%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.24M -$44.1K -860 -3%
1
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SRCE Hedge Fund Activity: Q1 2018 in Review

121 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q1 2018, worth a combined $949M — up 4% from $912M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SRCE positions and 12 closed out — a net gain of 3 holders — while 40 added to existing stakes and 39 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $3.88M. The largest seller was Fidelity Investments, cutting an estimated $2.28M.

  • 121 institutional investors held 1st Source (SRCE) as of Q1 2018, up from 118 in Q4 2017.
  • Funds reported $949M of 1st Source stock for Q1 2018, up 4% quarter-over-quarter.
  • 15 funds opened new 1st Source positions in Q1 2018 and 12 closed out, a net change of +3 holders.
  • The largest 1st Source buyer in Q1 2018 was Renaissance Technologies, an estimated $3.88M added.
  • The largest 1st Source seller in Q1 2018 was Fidelity Investments, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2018.