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1st Source
SRCE

113 hedge funds and large institutions have $943M invested in 1st Source in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $887M → $943M (+$56.3M)

3% more funds holding

Funds holding: 110 → 113 (+3)

0.19% more ownership

Funds ownership: 71.4% → 71.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
37
Reduced
39
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$2.64M
2
KCM
Kennedy Capital Management
Missouri
+$2.31M
3
Millennium Management
Millennium Management
New York
+$2.23M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$1.1M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$4.7M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.59M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$980K
5
ZCM
Zebra Capital Management
Connecticut
-$653K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$1.23M -$99.3K -2,074 -8%
Prudential Financial
52
Prudential Financial
New Jersey
$1.22M -$34.5K -721 -3%
SFM
53
Systematic Financial Management
New Jersey
$1.21M -$382K -7,975 -25%
Deutsche Bank
54
Deutsche Bank
Germany
$1.17M -$285K -5,952 -21%
Federated Hermes
55
Federated Hermes
Pennsylvania
$1.17M +$1.1M +22,954 New
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$1.09M – – –
PGCM
57
Prescott Group Capital Management
Oklahoma
$1.08M +$239K +5,000 +31%
Citadel Advisors
58
Citadel Advisors
Florida
$1.05M -$35K -731 -3%
GC
59
Guggenheim Capital
Illinois
$1.01M -$527 -11 -0.1%
IP
60
Isthmus Partners
Wisconsin
$986K -$3.26K -68 -0.3%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$937K -$489K -10,220 -36%
FCI
62
Financial Counselors Inc
Kansas
$929K – – –
NFA
63
Nationwide Fund Advisors
Ohio
$856K -$17.7K -369 -2%
SO
64
STRS Ohio
Ohio
$833K – – –
Goldman Sachs
65
Goldman Sachs
New York
$825K +$275K +5,739 +55%
JWM
66
Jacobus Wealth Management
Wisconsin
$765K – – –
UBS Group
67
UBS Group
Switzerland
$698K +$64.6K +1,349 +11%
WKWM
68
Walter & Keenan Wealth Management
Indiana
$589K +$48 +1 +0%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$560K – – –
VOYA Investment Management
70
VOYA Investment Management
Georgia
$560K – – –
AIG
71
American International Group
New York
$549K +$38.7K +809 +8%
CI
72
Cigna Investments
Connecticut
$511K – – –
VRS
73
Virginia Retirement Systems
Virginia
$503K -$57.5K -1,200 -11%
FQ
74
First Quadrant
California
$491K -$69.6K -1,454 -13%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$457K +$225K +4,707 +110%
1 2
3
4 5

SRCE Hedge Fund Activity: Q3 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q3 2017, worth a combined $943M — up 6.3% from $887M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SRCE positions and 4 closed out — a net gain of 3 holders — while 37 added to existing stakes and 39 trimmed.

The largest buyer was Boston Trust Walden, adding an estimated $2.64M. The largest seller was AllianceBernstein, cutting an estimated $4.7M.

  • 113 institutional investors held 1st Source (SRCE) as of Q3 2017, up from 110 in Q2 2017.
  • Funds reported $943M of 1st Source stock for Q3 2017, up 6.3% quarter-over-quarter.
  • 7 funds opened new 1st Source positions in Q3 2017 and 4 closed out, a net change of +3 holders.
  • The largest 1st Source buyer in Q3 2017 was Boston Trust Walden, an estimated $2.64M added.
  • The largest 1st Source seller in Q3 2017 was AllianceBernstein, an estimated $4.7M sold.

Based on aggregated 13F filings for Q3 2017.