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1st Source
SRCE

123 hedge funds and large institutions have $664M invested in 1st Source in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

10% more capital invested

Capital invested by funds: $602M → $664M (+$61.6M)

6% more funds holding

Funds holding: 116 → 123 (+7)

0.38% more ownership

Funds ownership: 72.72% → 73.11% (+0.38%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
49
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.64M
2
Charles Schwab
Charles Schwab
California
+$3.79M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.37M
4
State Street
State Street
Massachusetts
+$2.25M
5
KCM
Kennedy Capital Management
Missouri
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.98M
2
Victory Capital Management
Victory Capital Management
Texas
-$2.94M
3
AL
AJO LP
Pennsylvania
-$2.89M
4
RP
Reinhart Partners
Wisconsin
-$2.57M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$2.71M -$128K -3,858 -5%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$2.56M +$54.3K +1,640 +2%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$2.55M -$59.6K -1,799 -2%
MCM
29
Matarin Capital Management
New York
$1.9M -$892K -26,944 -34%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$1.89M -$23.2K -700 -1%
BCM
31
Bridgeway Capital Management
Texas
$1.89M +$545K +16,453 +45%
RHCA
32
Rosenthal Henry Capital Advisors
Indiana
$1.85M – – –
Citadel Advisors
33
Citadel Advisors
Florida
$1.65M -$377K -11,400 -20%
Bessemer Group
34
Bessemer Group
New Jersey
$1.61M – – –
PPA
35
Parametric Portfolio Associates
Washington
$1.6M +$955K +28,834 +180%
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.52M +$272K +8,200 +24%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.34M +$131K +3,960 +12%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$1.32M -$572K -17,267 -32%
Federated Hermes
39
Federated Hermes
Pennsylvania
$1.32M -$137K -4,139 -10%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.31M +$162K +4,893 +15%
Ameriprise
41
Ameriprise
Minnesota
$1.27M -$618K -18,677 -34%
VFA
42
Values First Advisors
Tennessee
$1.21M +$122K +3,696 +12%
PAM
43
Panagora Asset Management
Massachusetts
$1.2M -$425K -12,844 -28%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.09M -$317K -9,565 -24%
Wells Fargo
45
Wells Fargo
California
$1.09M +$173K +5,229 +21%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.04M +$146K +4,400 +18%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$986K +$917K +27,700 New
DA
48
Denali Advisors
California
$961K +$437K +13,200 +96%
IP
49
Isthmus Partners
Wisconsin
$953K +$109K +3,283 +14%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$880K +$113K +3,418 +16%
1
2
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SRCE Hedge Fund Activity: Q2 2020 in Review

123 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q2 2020, worth a combined $664M — up 10% from $602M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SRCE positions and 7 closed out — a net gain of 9 holders — while 49 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $4.64M. The largest seller was Millennium Management, cutting an estimated $3.98M.

  • 123 institutional investors held 1st Source (SRCE) as of Q2 2020, up from 116 in Q1 2020.
  • Funds reported $664M of 1st Source stock for Q2 2020, up 10% quarter-over-quarter.
  • 16 funds opened new 1st Source positions in Q2 2020 and 7 closed out, a net change of +9 holders.
  • The largest 1st Source buyer in Q2 2020 was BlackRock, an estimated $4.64M added.
  • The largest 1st Source seller in Q2 2020 was Millennium Management, an estimated $3.98M sold.

Based on aggregated 13F filings for Q2 2020.