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1st Source
SRCE

122 hedge funds and large institutions have $821M invested in 1st Source in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.45% more ownership

Funds ownership: 70.7% → 73.15% (+2.4%)

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $836M → $821M (-$14.6M)

10% less funds holding

Funds holding: 135 → 122 (-13)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
122
Holders Change
-13
Holders Change %
-9.63%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
46
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.57M
2
BlackRock
BlackRock
New York
+$3.36M
3
Morgan Stanley
Morgan Stanley
New York
+$2.04M
4
Charles Schwab
Charles Schwab
California
+$1.41M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$812K

Top Sellers

Rank Fund Capital Flow
1
ERSOT
Employees Retirement System of Texas
Texas
-$1.62M
2
RP
Reinhart Partners
Wisconsin
-$824K
3
Wells Fargo
Wells Fargo
California
-$590K
4
PAM
Panagora Asset Management
Massachusetts
-$579K
5
HF
HRT Financial
New York
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
State of New Jersey Common Pension Fund D
26
State of New Jersey Common Pension Fund D
New Jersey
$2.34M – – –
American Century Companies
27
American Century Companies
Missouri
$2M +$399K +8,853 +25%
Swiss National Bank
28
Swiss National Bank
Switzerland
$1.99M +$122K +2,700 +7%
AQR Capital Management
29
AQR Capital Management
Connecticut
$1.95M -$20.7K -458 -1%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$1.93M +$5.55K +123 +0.3%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$1.88M +$812K +18,000 +77%
VFA
32
Values First Advisors
Tennessee
$1.83M +$92.1K +2,043 +5%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.61M -$266K -5,904 -14%
ZIM
34
Zacks Investment Management
Illinois
$1.61M +$51.2K +1,136 +3%
IP
35
Isthmus Partners
Wisconsin
$1.57M +$49.3K +1,093 +3%
Bank of America
36
Bank of America
North Carolina
$1.42M +$721K +15,980 +105%
UBS Group
37
UBS Group
Switzerland
$1.41M +$26.6K +590 +2%
Invesco
38
Invesco
Georgia
$1.4M +$218K +4,834 +19%
Two Sigma Investments
39
Two Sigma Investments
New York
$1.39M +$659K +14,600 +91%
Citadel Advisors
40
Citadel Advisors
Florida
$1.34M -$350K -7,750 -21%
ITIM
41
Indiana Trust & Investment Management
Indiana
$1.32M – – –
Victory Capital Management
42
Victory Capital Management
Texas
$1.32M +$298K +6,602 +29%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.19M – – –
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$1.08M -$32.6K -723 -3%
VIM
45
VELA Investment Management
Ohio
$1.01M +$1.22K +27 +0.1%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.01M +$10.2K +226 +1%
RJA
47
Raymond James & Associates
Florida
$957K +$99.9K +2,215 +12%
AIC
48
Aurora Investment Counsel
Georgia
$904K -$46.5K -1,030 -5%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$879K +$224K +4,957 +34%
DA
50
Denali Advisors
California
$873K +$602K +13,337 +226%
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SRCE Hedge Fund Activity: Q2 2022 in Review

122 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q2 2022, worth a combined $821M — down 1.7% from $836M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SRCE and 7 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 46 added.

The largest buyer was Wellington Management Group, adding an estimated $3.57M. The largest seller was Employees Retirement System of Texas, exiting entirely with an estimated $1.62M sold.

  • 122 institutional investors held 1st Source (SRCE) as of Q2 2022, down from 135 in Q1 2022.
  • Funds reported $821M of 1st Source stock for Q2 2022, down 1.7% quarter-over-quarter.
  • 7 funds opened new 1st Source positions in Q2 2022 and 15 closed out, a net change of -8 holders.
  • The largest 1st Source buyer in Q2 2022 was Wellington Management Group, an estimated $3.57M added.
  • The largest 1st Source seller in Q2 2022 was Employees Retirement System of Texas, an estimated $1.62M sold.

Based on aggregated 13F filings for Q2 2022.