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1st Source
SRCE

141 hedge funds and large institutions have $1B invested in 1st Source in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,080% more call options, than puts

Call options by funds: $918K | Put options by funds: $10K

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more capital invested

Capital invested by funds: $753M → $1B (+$252M)

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

6% more funds holding

Funds holding: 133 → 141 (+8)

2.42% more ownership

Funds ownership: 72.42% → 74.84% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
52
Reduced
42
Closed
11
Calls
$918K
Puts
$10K
Net Calls
+$908K
Net Calls Change
+$1.05M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$8.75M
2
BlackRock
BlackRock
New York
+$6.01M
3
Morgan Stanley
Morgan Stanley
New York
+$5.91M
4
Millennium Management
Millennium Management
New York
+$2.6M
5
State Street
State Street
Massachusetts
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
1SB
1ST Source Bank
Indiana
-$10.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.5M
3
KCM
Kennedy Capital Management
Missouri
-$2.29M
4
YIH
Y-Intercept (HK)
Hong Kong
-$1.32M
5
GCP
GSA Capital Partners
United Kingdom
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$3.95M +$1.91M +39,762 +124%
EF
27
Empowered Funds
Pennsylvania
$3.79M +$295K +6,144 +10%
UBS Group
28
UBS Group
Switzerland
$3.39M +$583K +12,165 +25%
OAM
29
Oberweis Asset Management
Illinois
$3.3M +$197K +4,100 +7%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$3.29M -$86.3K -1,800 -3%
DA
31
Denali Advisors
California
$3M +$369K +7,700 +16%
AQR Capital Management
32
AQR Capital Management
Connecticut
$2.9M +$592K +12,334 +30%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.78M -$22.9K -477 -0.9%
N
34
Nuveen
North Carolina
$2.76M -$405K -8,435 -14%
IP
35
Isthmus Partners
Wisconsin
$2.53M +$263K +5,479 +14%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$2.52M +$1.47M +30,657 +202%
ITIM
37
Indiana Trust & Investment Management
Indiana
$2.45M +$872K +18,187 +69%
VFA
38
Values First Advisors
Tennessee
$2.36M +$44.6K +930 +2%
Barclays
39
Barclays
United Kingdom
$2.16M +$716K +14,922 +61%
Invesco
40
Invesco
Georgia
$2.02M +$222K +4,621 +14%
Swiss National Bank
41
Swiss National Bank
Switzerland
$2.01M -$206K -4,300 -11%
VIM
42
VELA Investment Management
Ohio
$2M – – –
MAM
43
Martingale Asset Management
Massachusetts
$1.68M +$436K +9,084 +42%
Deutsche Bank
44
Deutsche Bank
Germany
$1.67M +$1.11M +23,146 +323%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$1.52M +$202K +4,207 +18%
Bank of America
46
Bank of America
North Carolina
$1.51M +$468K +9,752 +55%
LTAS
47
Linden Thomas Advisory Services
North Carolina
$1.51M -$15.1K -315 -1%
DCM
48
Dean Capital Management
Kansas
$1.42M +$54K +1,126 +5%
LCM
49
Legato Capital Management
California
$1.42M +$54K +1,126 +5%
RHCA
50
Rosenthal Henry Capital Advisors
Indiana
$1.37M – – –
1
2
3 4 5

SRCE Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2023, worth a combined $1B — up 33% from $753M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SRCE positions and 11 closed out — a net gain of 9 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.75M. The largest seller was 1ST Source Bank, cutting an estimated $10.8M.

  • 141 institutional investors held 1st Source (SRCE) as of Q4 2023, up from 133 in Q3 2023.
  • Funds reported $1B of 1st Source stock for Q4 2023, up 33% quarter-over-quarter.
  • 20 funds opened new 1st Source positions in Q4 2023 and 11 closed out, a net change of +9 holders.
  • The largest 1st Source buyer in Q4 2023 was Vanguard Group, an estimated $8.75M added.
  • The largest 1st Source seller in Q4 2023 was 1ST Source Bank, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2023.