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1st Source
SRCE

94 hedge funds and large institutions have $492M invested in 1st Source in 2013 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more capital invested

Capital invested by funds: $417M → $492M (+$75.4M)

9% more funds holding

Funds holding: 86 → 94 (+8)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
14
Increased
35
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RRAM
River Road Asset Management
Kentucky
+$4.99M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.46M
3
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
+$2.34M
4
Ameriprise
Ameriprise
Minnesota
+$1.67M
5
BIT
BlackRock Institutional Trust
California
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.28M
2
LSV Asset Management
LSV Asset Management
Illinois
-$4.85M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.14M
4
1SB
1ST Source Bank
Indiana
-$1.86M
5
Goldman Sachs
Goldman Sachs
New York
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
51
Matarin Capital Management
New York
$539K +$517K +18,549 New
MAA
52
Managed Account Advisors
New Jersey
$525K -$102K -3,662 -17%
Deutsche Bank
53
Deutsche Bank
Germany
$478K -$488K -17,476 -51%
SCM
54
Sterling Capital Management
North Carolina
$459K +$34.6K +1,240 +9%
MC
55
Menta Capital
California
$455K -$164K -5,879 -27%
JWM
56
Jacobus Wealth Management
Wisconsin
$437K – – –
Axa
57
Axa
France
$433K +$110K +3,960 +36%
Two Sigma Investments
58
Two Sigma Investments
New York
$433K +$415K +14,891 New
Wells Fargo
59
Wells Fargo
California
$429K +$50.6K +1,815 +14%
GMIM
60
General Motors Investment Management
New York
$392K +$89.4K +3,203 +31%
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$391K +$1.67K +60 +0.4%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$388K – – –
AIG
63
American International Group
New York
$321K -$1.98K -71 -0.6%
Citigroup
64
Citigroup
New York
$302K +$156K +5,599 +116%
CCMH
65
Cornerstone Capital Management Holdings
New York
$298K +$221K +7,920 +333%
Millennium Management
66
Millennium Management
New York
$294K +$282K +10,116 New
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$288K +$278K +9,955 New
Swiss National Bank
68
Swiss National Bank
Switzerland
$278K – – –
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$269K -$2.06K -74 -0.8%
Public Employees Retirement Association of Colorado
70
Public Employees Retirement Association of Colorado
Colorado
$266K – – –
ST
71
Smithfield Trust
Pennsylvania
$256K -$8.9K -319 -3%
LDB
72
Lee, Danner & Bass
Tennessee
$256K – – –
PFPT
73
Pinnacle Financial Partners (Tennessee)
Tennessee
$256K – – –
US Bancorp
74
US Bancorp
Minnesota
$243K +$3.32K +119 +1%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$226K +$217K +7,787 New
1 2
3
4

SRCE Hedge Fund Activity: Q4 2013 in Review

94 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2013, worth a combined $492M — up 18% from $417M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRCE positions and 6 closed out — a net gain of 8 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $4.99M. The largest seller was Wellington Management Group, cutting an estimated $7.28M.

  • 94 institutional investors held 1st Source (SRCE) as of Q4 2013, up from 86 in Q3 2013.
  • Funds reported $492M of 1st Source stock for Q4 2013, up 18% quarter-over-quarter.
  • 14 funds opened new 1st Source positions in Q4 2013 and 6 closed out, a net change of +8 holders.
  • The largest 1st Source buyer in Q4 2013 was River Road Asset Management, an estimated $4.99M added.
  • The largest 1st Source seller in Q4 2013 was Wellington Management Group, an estimated $7.28M sold.

Based on aggregated 13F filings for Q4 2013.