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1st Source
SRCE

119 hedge funds and large institutions have $750M invested in 1st Source in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 115 → 119 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.68% less ownership

Funds ownership: 72.33% → 71.65% (-0.68%)

23% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 44

24% less capital invested

Capital invested by funds: $988M → $750M (-$237M)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
34
Reduced
44
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.21M
2
BlackRock
BlackRock
New York
+$1.68M
3
Morgan Stanley
Morgan Stanley
New York
+$1.52M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.98M
2
BCM
Bridgeway Capital Management
Texas
-$3.09M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.75M
4
PPA
Parametric Portfolio Associates
Washington
-$1.33M
5
GCP
GSA Capital Partners
United Kingdom
-$898K
Name Holding Trade Value Shares
Change 		Change in
Stake
RP
26
Reinhart Partners
Wisconsin
$3.28M -$274K -5,890 -7%
Deutsche Bank
27
Deutsche Bank
Germany
$2.92M -$880K -18,913 -21%
Morgan Stanley
28
Morgan Stanley
New York
$2.89M +$1.52M +32,699 +84%
MCM
29
Matarin Capital Management
New York
$2.76M -$192K -4,129 -6%
First Trust Advisors
30
First Trust Advisors
Illinois
$2.52M -$642K -13,792 -18%
MAM
31
Martingale Asset Management
Massachusetts
$2.28M – – –
CAM
32
ClariVest Asset Management
California
$2.18M -$470K -10,100 -16%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$2.18M -$470K -10,100 -16%
RHCA
34
Rosenthal Henry Capital Advisors
Indiana
$2.1M – – –
ITIM
35
Indiana Trust & Investment Management
Indiana
$2.09M – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$2.08M +$299K +6,415 +14%
BCM
37
Bridgeway Capital Management
Texas
$2.04M -$3.09M -66,430 -57%
ZIM
38
Zacks Investment Management
Illinois
$1.52M -$325K -6,986 -16%
Ameriprise
39
Ameriprise
Minnesota
$1.49M +$242K +5,203 +16%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.45M -$97.6K -2,097 -5%
CEP
41
Chicago Equity Partners
Illinois
$1.33M -$5.12K -110 -0.3%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.3M +$257K +5,520 +21%
Citadel Advisors
43
Citadel Advisors
Florida
$1.3M +$1.13M +24,186 +298%
TA
44
Teachers Advisors
New York
$1.3M +$91.5K +1,965 +6%
TCIM
45
TIAA CREF Investment Management
New York
$1.3M -$39.4K -847 -3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.28M – – –
Federated Hermes
47
Federated Hermes
Pennsylvania
$1.24M -$1.68K -36 -0.1%
Invesco
48
Invesco
Georgia
$1.13M +$118K +2,529 +10%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$1.09M +$614K +13,192 +95%
SFM
50
Systematic Financial Management
New Jersey
$1.08M +$280K +6,005 +29%
1
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3 4 5

SRCE Hedge Fund Activity: Q4 2018 in Review

119 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2018, worth a combined $750M — down 24% from $988M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SRCE positions and 4 closed out — a net gain of 4 holders — while 34 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.21M. The largest seller was Janus Henderson Group, cutting an estimated $9.98M.

  • 119 institutional investors held 1st Source (SRCE) as of Q4 2018, up from 115 in Q3 2018.
  • Funds reported $750M of 1st Source stock for Q4 2018, down 24% quarter-over-quarter.
  • 8 funds opened new 1st Source positions in Q4 2018 and 4 closed out, a net change of +4 holders.
  • The largest 1st Source buyer in Q4 2018 was Goldman Sachs, an estimated $2.21M added.
  • The largest 1st Source seller in Q4 2018 was Janus Henderson Group, an estimated $9.98M sold.

Based on aggregated 13F filings for Q4 2018.