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1st Source
SRCE

148 hedge funds and large institutions have $952M invested in 1st Source in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

5% more funds holding

Funds holding: 141 → 148 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more call options, than puts

Call options by funds: $89K | Put options by funds: $89K

0.56% less ownership

Funds ownership: 74.84% → 74.29% (-0.56%)

5% less capital invested

Capital invested by funds: $1B → $952M (-$52.4M)

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
53
Reduced
46
Closed
11
Calls
$89K
Puts
$89K
Net Calls
–
Net Calls Change
-$908K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$6.27M
2
American Century Companies
American Century Companies
Missouri
+$2.25M
3
Deutsche Bank
Deutsche Bank
Germany
+$1.98M
4
State Street
State Street
Massachusetts
+$1.24M
5
MCM
Maltese Capital Management
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
1SB
1ST Source Bank
Indiana
-$4.88M
2
Morgan Stanley
Morgan Stanley
New York
-$4.75M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.25M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.14M
5
BlackRock
BlackRock
New York
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$3.91M +$287K +5,600 +8%
DA
27
Denali Advisors
California
$3.75M +$866K +16,900 +31%
AQR Capital Management
28
AQR Capital Management
Connecticut
$3.64M +$852K +16,629 +31%
Deutsche Bank
29
Deutsche Bank
Germany
$3.61M +$1.98M +38,605 +127%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$3.45M +$1.02M +19,947 +44%
IP
31
Isthmus Partners
Wisconsin
$3.41M +$973K +18,976 +41%
OAM
32
Oberweis Asset Management
Illinois
$3.35M +$200K +3,900 +7%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$3.11M -$28.2K -550 -0.9%
UBS Group
34
UBS Group
Switzerland
$2.83M -$399K -7,784 -13%
ITIM
35
Indiana Trust & Investment Management
Indiana
$2.62M +$279K +5,444 +12%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$2.42M -$221K -4,316 -9%
N
37
Nuveen
North Carolina
$2.38M -$250K -4,875 -10%
VFA
38
Values First Advisors
Tennessee
$2.22M -$28.2K -550 -1%
Invesco
39
Invesco
Georgia
$2.04M +$105K +2,051 +6%
VIM
40
VELA Investment Management
Ohio
$1.98M +$72.2K +1,409 +4%
MAM
41
Martingale Asset Management
Massachusetts
$1.94M +$329K +6,411 +21%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.91M – – –
Millennium Management
43
Millennium Management
New York
$1.84M -$2.61M -50,860 -59%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$1.79M +$328K +6,396 +23%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$1.77M +$690K +13,459 +66%
LTAS
46
Linden Thomas Advisory Services
North Carolina
$1.46M +$22.1K +431 +2%
DCM
47
Dean Capital Management
Kansas
$1.43M +$72.6K +1,417 +5%
LCM
48
Legato Capital Management
California
$1.43M +$72.6K +1,417 +5%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$1.35M +$74.1K +1,445 +6%
Barclays
50
Barclays
United Kingdom
$1.32M -$723K -14,116 -36%
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SRCE Hedge Fund Activity: Q1 2024 in Review

148 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q1 2024, worth a combined $952M — down 5.2% from $1B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SRCE positions and 11 closed out — a net gain of 9 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Charles Schwab, adding an estimated $6.27M. The largest seller was 1ST Source Bank, cutting an estimated $4.88M.

  • 148 institutional investors held 1st Source (SRCE) as of Q1 2024, up from 141 in Q4 2023.
  • Funds reported $952M of 1st Source stock for Q1 2024, down 5.2% quarter-over-quarter.
  • 20 funds opened new 1st Source positions in Q1 2024 and 11 closed out, a net change of +9 holders.
  • The largest 1st Source buyer in Q1 2024 was Charles Schwab, an estimated $6.27M added.
  • The largest 1st Source seller in Q1 2024 was 1ST Source Bank, an estimated $4.88M sold.

Based on aggregated 13F filings for Q1 2024.