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1st Source
SRCE

123 hedge funds and large institutions have $763M invested in 1st Source in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

35% more capital invested

Capital invested by funds: $566M → $763M (+$197M)

5% more funds holding

Funds holding: 117 → 123 (+6)

2.04% more ownership

Funds ownership: 71.83% → 73.87% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

Holders
123
Holders Change
+6
Holders Change %
+5.13%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
32
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1SB
1ST Source Bank
Indiana
+$13.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.96M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$3.44M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.26M
5
BlackRock
BlackRock
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.87M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.72M
3
MAM
Martingale Asset Management
Massachusetts
-$1.36M
4
PAM
Panagora Asset Management
Massachusetts
-$781K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$3.42M +$353K +9,660 +13%
KBC Group
27
KBC Group
Belgium
$3.16M -$50.5K -1,382 -9%
First Trust Advisors
28
First Trust Advisors
Illinois
$3.16M +$1.26M +34,508 +79%
ITIM
29
Indiana Trust & Investment Management
Indiana
$2.42M -$233K -6,376 -10%
AQR Capital Management
30
AQR Capital Management
Connecticut
$2.38M +$45.7K +1,250 +2%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$2.26M -$688K -18,843 -25%
Millennium Management
32
Millennium Management
New York
$1.99M +$1.2M +32,964 +201%
MCM
33
Matarin Capital Management
New York
$1.81M -$444K -12,145 -21%
RHCA
34
Rosenthal Henry Capital Advisors
Indiana
$1.75M -$311K -8,500 -16%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.75M – – –
PPA
36
Parametric Portfolio Associates
Washington
$1.74M +$23.2K +635 +1%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$1.52M +$135K +3,696 +11%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$1.48M -$45.4K -1,243 -3%
ERSOT
39
Employees Retirement System of Texas
Texas
$1.41M – – –
VFA
40
Values First Advisors
Tennessee
$1.4M -$4.82K -132 -0.4%
Ameriprise
41
Ameriprise
Minnesota
$1.4M -$15.7K -430 -1%
Morgan Stanley
42
Morgan Stanley
New York
$1.31M +$745K +20,389 +168%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.29M -$246K -6,730 -17%
Wells Fargo
44
Wells Fargo
California
$1.26M +$73.8K +2,020 +7%
Federated Hermes
45
Federated Hermes
Pennsylvania
$1.23M -$217K -5,938 -16%
IP
46
Isthmus Partners
Wisconsin
$1.16M -$5.96K -163 -0.6%
Citadel Advisors
47
Citadel Advisors
Florida
$1.12M -$79.1K -2,165 -7%
DA
48
Denali Advisors
California
$1.09M – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$1.02M – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$997K – – –
1
2
3 4 5

SRCE Hedge Fund Activity: Q4 2020 in Review

123 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2020, worth a combined $763M — up 35% from $566M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRCE positions and 7 closed out — a net gain of 7 holders — while 32 added to existing stakes and 43 trimmed.

The largest buyer was 1ST Source Bank, adding an estimated $13.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $1.87M.

  • 123 institutional investors held 1st Source (SRCE) as of Q4 2020, up from 117 in Q3 2020.
  • Funds reported $763M of 1st Source stock for Q4 2020, up 35% quarter-over-quarter.
  • 14 funds opened new 1st Source positions in Q4 2020 and 7 closed out, a net change of +7 holders.
  • The largest 1st Source buyer in Q4 2020 was 1ST Source Bank, an estimated $13.9M added.
  • The largest 1st Source seller in Q4 2020 was Dimensional Fund Advisors, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2020.