We are live on ! Find out more
SRCE icon

1st Source
SRCE

120 hedge funds and large institutions have $829M invested in 1st Source in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

11% more capital invested

Capital invested by funds: $750M → $829M (+$78.8M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more funds holding

Funds holding: 119 → 120 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.28% less ownership

Funds ownership: 71.65% → 71.37% (-0.28%)

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
2.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
43
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.07M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$2.57M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.2M
4
Millennium Management
Millennium Management
New York
+$1.88M
5
RP
Reinhart Partners
Wisconsin
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$15.6M
2
RHCA
Rosenthal Henry Capital Advisors
Indiana
-$2.13M
3
Morgan Stanley
Morgan Stanley
New York
-$1.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.31M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$3.84M – – –
MCM
27
Matarin Capital Management
New York
$3.44M +$365K +8,033 +12%
MAM
28
Martingale Asset Management
Massachusetts
$2.99M +$454K +9,992 +18%
Ameriprise
29
Ameriprise
Minnesota
$2.63M +$985K +21,673 +59%
CAM
30
ClariVest Asset Management
California
$2.51M +$86.4K +1,900 +4%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$2.51M +$86.4K +1,900 +4%
First Trust Advisors
32
First Trust Advisors
Illinois
$2.4M -$403K -8,873 -14%
RHCA
33
Rosenthal Henry Capital Advisors
Indiana
$2.34M -$2.13M -46,800 -90%
BCM
34
Bridgeway Capital Management
Texas
$2.27M – – –
ITIM
35
Indiana Trust & Investment Management
Indiana
$2.27M -$60K -1,319 -3%
Deutsche Bank
36
Deutsche Bank
Germany
$2.2M -$1.06M -23,233 -32%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$2.18M -$132K -2,898 -6%
TCIM
38
TIAA CREF Investment Management
New York
$1.77M +$325K +7,155 +22%
Federated Hermes
39
Federated Hermes
Pennsylvania
$1.66M +$273K +6,010 +19%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$1.56M +$349K +7,689 +28%
Morgan Stanley
41
Morgan Stanley
New York
$1.54M -$1.7M -37,476 -52%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.49M +$63.6K +1,400 +4%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.46M +$6K +132 +0.4%
TA
44
Teachers Advisors
New York
$1.45M – – –
ZIM
45
Zacks Investment Management
Illinois
$1.44M -$254K -5,582 -15%
Bessemer Group
46
Bessemer Group
New Jersey
$1.44M +$444K +9,770 +44%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.34M -$282K -6,205 -17%
Invesco
48
Invesco
Georgia
$1.32M +$61.4K +1,350 +5%
CEP
49
Chicago Equity Partners
Illinois
$1.19M -$294K -6,470 -20%
Wells Fargo
50
Wells Fargo
California
$1.17M +$198K +4,360 +20%
1
2
3 4 5

SRCE Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q1 2019, worth a combined $829M — up 11% from $750M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SRCE positions and 14 closed out — a net gain of 1 holder — while 43 added to existing stakes and 35 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $3.07M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $15.6M sold.

  • 120 institutional investors held 1st Source (SRCE) as of Q1 2019, up from 119 in Q4 2018.
  • Funds reported $829M of 1st Source stock for Q1 2019, up 11% quarter-over-quarter.
  • 15 funds opened new 1st Source positions in Q1 2019 and 14 closed out, a net change of +1 holder.
  • The largest 1st Source buyer in Q1 2019 was Hotchkis & Wiley Capital Management, an estimated $3.07M added.
  • The largest 1st Source seller in Q1 2019 was Janus Henderson Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2019.