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1st Source
SRCE

130 hedge funds and large institutions have $862M invested in 1st Source in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

2.01% more ownership

Funds ownership: 71.46% → 73.47% (+2%)

0% more funds holding

Funds holding: 130 → 130 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

3% less capital invested

Capital invested by funds: $891M → $862M (-$29.6M)

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
46
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$3.65M
2
RP
Reinhart Partners
Wisconsin
+$3.6M
3
BTW
Boston Trust Walden
Massachusetts
+$3.45M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.44M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.87M
2
BlackRock
BlackRock
New York
-$3.39M
3
First Trust Advisors
First Trust Advisors
Illinois
-$3.29M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.95M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$2.54M -$51.8K -1,081 -2%
Morgan Stanley
27
Morgan Stanley
New York
$2.5M +$1.68M +35,012 +186%
MCM
28
Maltese Capital Management
New York
$2.44M +$599K +12,500 +31%
ITIM
29
Indiana Trust & Investment Management
Indiana
$2.42M +$1.16M +24,301 +68%
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$2.37M +$2.44M +50,897 New
RHCA
31
Rosenthal Henry Capital Advisors
Indiana
$2.02M – – –
VFA
32
Values First Advisors
Tennessee
$1.97M +$317K +6,618 +18%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.86M -$3.29M -68,643 -63%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.82M -$225K -4,700 -11%
ERSOT
35
Employees Retirement System of Texas
Texas
$1.63M – – –
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.58M -$114K -2,371 -7%
ECM
37
ExodusPoint Capital Management
New York
$1.57M +$1.3M +27,234 +418%
IP
38
Isthmus Partners
Wisconsin
$1.42M +$39.7K +828 +3%
Invesco
39
Invesco
Georgia
$1.29M +$93.6K +1,953 +8%
UBS Group
40
UBS Group
Switzerland
$1.29M +$105K +2,186 +9%
Ameriprise
41
Ameriprise
Minnesota
$1.24M +$1.63K +34 +0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.22M +$95.8K +2,000 +8%
PPA
43
Parametric Portfolio Associates
Washington
$1.2M -$460K -9,606 -27%
Citadel Advisors
44
Citadel Advisors
Florida
$1.17M -$117K -2,449 -9%
Barclays
45
Barclays
United Kingdom
$1.12M -$124K -2,583 -10%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.1M -$49.8K -1,039 -4%
ZIM
47
Zacks Investment Management
Illinois
$1.1M +$55.7K +1,163 +5%
Wells Fargo
48
Wells Fargo
California
$1.1M +$719K +15,009 +174%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.07M +$1.1M +23,031 New
Principal Financial Group
50
Principal Financial Group
Iowa
$1.05M +$486K +10,145 +82%
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SRCE Hedge Fund Activity: Q2 2021 in Review

130 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q2 2021, worth a combined $862M — down 3.3% from $891M a quarter earlier.

Fund positioning in SRCE was balanced in Q2 2021: 11 funds opened new positions, 11 closed out, 46 added to existing stakes and 41 trimmed.

The largest buyer was State Street, adding an estimated $3.65M. The largest seller was Wellington Management Group, cutting an estimated $3.87M.

  • 130 institutional investors held 1st Source (SRCE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $862M of 1st Source stock for Q2 2021, down 3.3% quarter-over-quarter.
  • 11 funds opened new 1st Source positions in Q2 2021 and 11 closed out, a net change of 0 holders.
  • The largest 1st Source buyer in Q2 2021 was State Street, an estimated $3.65M added.
  • The largest 1st Source seller in Q2 2021 was Wellington Management Group, an estimated $3.87M sold.

Based on aggregated 13F filings for Q2 2021.