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1st Source
SRCE

128 hedge funds and large institutions have $957M invested in 1st Source in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

15% more capital invested

Capital invested by funds: $834M → $957M (+$122M)

6% more funds holding

Funds holding: 121 → 128 (+7)

0.85% more ownership

Funds ownership: 71.43% → 72.28% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
50
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RP
Reinhart Partners
Wisconsin
+$4.64M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$2.26M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.42M
4
State Street
State Street
Massachusetts
+$1.39M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.37M
2
Charles Schwab
Charles Schwab
California
-$1.62M
3
1SB
1ST Source Bank
Indiana
-$1.59M
4
Victory Capital Management
Victory Capital Management
Texas
-$1.28M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
26
Indiana Trust & Investment Management
Indiana
$4.48M +$205K +4,087 +5%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$4.3M +$1.28M +25,424 +44%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$4.18M – – –
MCM
29
Matarin Capital Management
New York
$3.82M +$27.4K +546 +0.7%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$3.77M +$491K +9,770 +16%
EMFAT
31
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.66M – – –
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$3.28M +$1.42M +28,267 +81%
Wells Fargo
33
Wells Fargo
California
$3.07M +$227K +4,513 +8%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$3.01M +$22.1K +440 +0.8%
RHCA
35
Rosenthal Henry Capital Advisors
Indiana
$2.7M – – –
First Trust Advisors
36
First Trust Advisors
Illinois
$2.58M -$166K -3,308 -6%
Ameriprise
37
Ameriprise
Minnesota
$2.56M +$31.6K +628 +1%
BCM
38
Bridgeway Capital Management
Texas
$2.48M – – –
Bessemer Group
39
Bessemer Group
New Jersey
$2.34M – – –
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$2.34M +$1.01M +20,199 +81%
Federated Hermes
41
Federated Hermes
Pennsylvania
$2.12M +$203K +4,042 +11%
Citadel Advisors
42
Citadel Advisors
Florida
$2.06M +$144K +2,856 +8%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.99M +$353K +7,024 +22%
Invesco
44
Invesco
Georgia
$1.84M -$124K -2,475 -7%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.78M +$30.1K +600 +2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$1.75M +$4.47K +89 +0.3%
Morgan Stanley
47
Morgan Stanley
New York
$1.68M +$662K +13,166 +69%
UBS Group
48
UBS Group
Switzerland
$1.58M +$323K +6,429 +27%
VFA
49
Values First Advisors
Tennessee
$1.49M +$1.44M +28,677 New
ZIM
50
Zacks Investment Management
Illinois
$1.44M -$49.1K -977 -3%
1
2
3 4 5

SRCE Hedge Fund Activity: Q4 2019 in Review

128 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2019, worth a combined $957M — up 15% from $834M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SRCE positions and 10 closed out — a net gain of 8 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $4.64M. The largest seller was Dimensional Fund Advisors, cutting an estimated $4.37M.

  • 128 institutional investors held 1st Source (SRCE) as of Q4 2019, up from 121 in Q3 2019.
  • Funds reported $957M of 1st Source stock for Q4 2019, up 15% quarter-over-quarter.
  • 18 funds opened new 1st Source positions in Q4 2019 and 10 closed out, a net change of +8 holders.
  • The largest 1st Source buyer in Q4 2019 was Reinhart Partners, an estimated $4.64M added.
  • The largest 1st Source seller in Q4 2019 was Dimensional Fund Advisors, an estimated $4.37M sold.

Based on aggregated 13F filings for Q4 2019.