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1st Source
SRCE

121 hedge funds and large institutions have $834M invested in 1st Source in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 34

3% more funds holding

Funds holding: 117 → 121 (+4)

0.15% more ownership

Funds ownership: 71.27% → 71.43% (+0.15%)

2% less capital invested

Capital invested by funds: $849M → $834M (-$14.3M)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
44
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$5.59M
2
KCM
Kennedy Capital Management
Missouri
+$2.41M
3
Goldman Sachs
Goldman Sachs
New York
+$2.14M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.59M
5
ITIM
Indiana Trust & Investment Management
Indiana
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
USAA
United Services Automobile Association
Texas
-$9.38M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.74M
3
Deutsche Bank
Deutsche Bank
Germany
-$2.21M
4
Millennium Management
Millennium Management
New York
-$2.04M
5
State Street
State Street
Massachusetts
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
26
Indiana Trust & Investment Management
Indiana
$3.76M +$1.44M +31,732 +63%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$3.69M – – –
MCM
28
Matarin Capital Management
New York
$3.34M -$189K -4,166 -5%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.23M – – –
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$2.88M +$40.9K +900 +1%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$2.64M +$1.07M +23,573 +69%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$2.63M +$583K +12,841 +29%
Wells Fargo
33
Wells Fargo
California
$2.5M +$1.35M +29,776 +120%
First Trust Advisors
34
First Trust Advisors
Illinois
$2.42M +$341K +7,519 +17%
RHCA
35
Rosenthal Henry Capital Advisors
Indiana
$2.38M – – –
Ameriprise
36
Ameriprise
Minnesota
$2.23M -$10.9K -240 -0.5%
BCM
37
Bridgeway Capital Management
Texas
$2.19M -$127K -2,800 -6%
Bessemer Group
38
Bessemer Group
New Jersey
$2.07M +$36.3K +800 +2%
Invesco
39
Invesco
Georgia
$1.73M +$494K +10,873 +40%
Citadel Advisors
40
Citadel Advisors
Florida
$1.69M +$861K +18,965 +105%
Federated Hermes
41
Federated Hermes
Pennsylvania
$1.68M -$4.18K -92 -0.2%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$1.6M +$1.59M +34,942 New
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.54M – – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$1.53M +$78.5K +1,730 +5%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.44M +$179K +3,949 +14%
ZIM
46
Zacks Investment Management
Illinois
$1.31M -$80.8K -1,779 -6%
DCM
47
Dupont Capital Management
Delaware
$1.21M +$1.2M +26,509 New
PPA
48
Parametric Portfolio Associates
Washington
$1.19M +$328K +7,220 +38%
IP
49
Isthmus Partners
Wisconsin
$1.14M +$55.7K +1,227 +5%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$1.14M +$513K +11,307 +83%
1
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SRCE Hedge Fund Activity: Q3 2019 in Review

121 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q3 2019, worth a combined $834M — down 1.7% from $849M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRCE positions and 10 closed out — a net gain of 4 holders — while 44 added to existing stakes and 34 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $5.59M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $9.38M sold.

  • 121 institutional investors held 1st Source (SRCE) as of Q3 2019, up from 117 in Q2 2019.
  • Funds reported $834M of 1st Source stock for Q3 2019, down 1.7% quarter-over-quarter.
  • 14 funds opened new 1st Source positions in Q3 2019 and 10 closed out, a net change of +4 holders.
  • The largest 1st Source buyer in Q3 2019 was Victory Capital Management, an estimated $5.59M added.
  • The largest 1st Source seller in Q3 2019 was United Services Automobile Association, an estimated $9.38M sold.

Based on aggregated 13F filings for Q3 2019.