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1st Source
SRCE

121 hedge funds and large institutions have $949M invested in 1st Source in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 118 → 121 (+3)

4% more capital invested

Capital invested by funds: $912M → $949M (+$36.9M)

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.39% less ownership

Funds ownership: 71.11% → 69.72% (-1.4%)

Holders
121
Holders Change
+3
Holders Change %
+2.54%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
40
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$3.88M
2
AL
AJO LP
Pennsylvania
+$3.77M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$3.63M
4
Goldman Sachs
Goldman Sachs
New York
+$3.13M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.96M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.28M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.87M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.53M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$920K
5
State Street
State Street
Massachusetts
-$721K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$1.19M -$5.13K -100 -0.4%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$1.19M – – –
Wells Fargo
53
Wells Fargo
California
$1.17M -$103K -2,007 -8%
CS
54
Credit Suisse
Switzerland
$1.15M +$62K +1,209 +6%
Bessemer Group
55
Bessemer Group
New Jersey
$1.12M – – –
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
$1.06M – – –
Federated Hermes
58
Federated Hermes
Pennsylvania
$1M -$167K -3,251 -14%
IP
59
Isthmus Partners
Wisconsin
$996K +$17.8K +347 +2%
FCI
60
Financial Counselors Inc
Kansas
$918K -$7.59K -148 -0.8%
WI
61
WBI Investments
New Jersey
$895K +$86.2K +1,681 +11%
Hotchkis & Wiley Capital Management
62
Hotchkis & Wiley Capital Management
California
$837K – – –
SO
63
STRS Ohio
Ohio
$830K – – –
CRC
64
Curi RMB Capital
Illinois
$762K +$169K +3,300 +28%
UBS Group
65
UBS Group
Switzerland
$675K -$19.9K -387 -3%
Bank of America
66
Bank of America
North Carolina
$630K +$247K +4,817 +63%
WKWM
67
Walter & Keenan Wealth Management
Indiana
$587K – – –
MWNA
68
Marshall Wace North America
New York
$560K +$567K +11,055 New
AIG
69
American International Group
New York
$522K -$28.4K -554 -5%
GC
70
Guggenheim Capital
Illinois
$496K -$11K -215 -2%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$484K -$13.9K -270 -3%
Legal & General Group
72
Legal & General Group
United Kingdom
$466K +$151K +2,945 +47%
AA
73
ALPS Advisors
Colorado
$462K +$468K +9,123 New
Citadel Advisors
74
Citadel Advisors
Florida
$459K -$451K -8,782 -49%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$456K -$385K -7,499 -45%
1 2
3
4 5

SRCE Hedge Fund Activity: Q1 2018 in Review

121 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q1 2018, worth a combined $949M — up 4% from $912M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SRCE positions and 12 closed out — a net gain of 3 holders — while 40 added to existing stakes and 39 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $3.88M. The largest seller was Fidelity Investments, cutting an estimated $2.28M.

  • 121 institutional investors held 1st Source (SRCE) as of Q1 2018, up from 118 in Q4 2017.
  • Funds reported $949M of 1st Source stock for Q1 2018, up 4% quarter-over-quarter.
  • 15 funds opened new 1st Source positions in Q1 2018 and 12 closed out, a net change of +3 holders.
  • The largest 1st Source buyer in Q1 2018 was Renaissance Technologies, an estimated $3.88M added.
  • The largest 1st Source seller in Q1 2018 was Fidelity Investments, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2018.