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1st Source
SRCE

130 hedge funds and large institutions have $874M invested in 1st Source in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $864M → $874M (+$10.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.3% less ownership

Funds ownership: 73.16% → 72.85% (-0.3%)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

4% less funds holding

Funds holding: 136 → 130 (-6)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
40
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.94M
2
BlackRock
BlackRock
New York
+$2.22M
3
Barclays
Barclays
United Kingdom
+$658K
4
Millennium Management
Millennium Management
New York
+$536K
5
Bank of America
Bank of America
North Carolina
+$481K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.68M
2
Goldman Sachs
Goldman Sachs
New York
-$1.67M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.53M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.25M
5
Victory Capital Management
Victory Capital Management
Texas
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$981K -$13.5K -277 -1%
FCI
52
Financial Counselors Inc
Kansas
$839K -$9.83K -202 -1%
Principal Financial Group
53
Principal Financial Group
Iowa
$824K -$282K -5,805 -26%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$820K +$205K +4,216 +34%
MAM
55
Martingale Asset Management
Massachusetts
$790K +$77.8K +1,600 +11%
PAM
56
Panagora Asset Management
Massachusetts
$787K – – –
Legal & General Group
57
Legal & General Group
United Kingdom
$745K +$2.63K +54 +0.4%
CS
58
Credit Suisse
Switzerland
$720K +$16.2K +333 +2%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$714K – – –
Two Sigma Advisers
60
Two Sigma Advisers
New York
$697K +$117K +2,400 +21%
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$676K +$115K +2,354 +21%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$657K – – –
CM
63
CM Management
Florida
$595K – – –
Federated Hermes
64
Federated Hermes
Pennsylvania
$579K – – –
Two Sigma Investments
65
Two Sigma Investments
New York
$573K +$58.8K +1,208 +12%
ETC
66
Exchange Traded Concepts
Oklahoma
$572K +$47.4K +974 +9%
Allspring Global Investments
67
Allspring Global Investments
North Carolina
$572K +$561K +11,535 New
Deutsche Bank
68
Deutsche Bank
Germany
$541K +$16.4K +338 +3%
GCP
69
GSA Capital Partners
United Kingdom
$501K +$15K +308 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$463K +$454K +9,336 New
SEI Investments
71
SEI Investments
Pennsylvania
$453K -$486 -10 -0.1%
AIG
72
American International Group
New York
$446K -$13K -268 -3%
IA
73
IndexIQ Advisors
New York
$440K -$27.9K -573 -6%
Public Employees Retirement Association of Colorado
74
Public Employees Retirement Association of Colorado
Colorado
$436K – – –
CCIA
75
Campbell & Co Investment Adviser
Maryland
$424K -$9.73K -200 -2%
1 2
3
4 5

SRCE Hedge Fund Activity: Q4 2021 in Review

130 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2021, worth a combined $874M — up 1.2% from $864M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SRCE and 13 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 40 added.

The largest buyer was Ameriprise, adding an estimated $2.94M. The largest seller was Bank of Montreal, exiting entirely with an estimated $6.68M sold.

  • 130 institutional investors held 1st Source (SRCE) as of Q4 2021, down from 136 in Q3 2021.
  • Funds reported $874M of 1st Source stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 13 funds opened new 1st Source positions in Q4 2021 and 17 closed out, a net change of -4 holders.
  • The largest 1st Source buyer in Q4 2021 was Ameriprise, an estimated $2.94M added.
  • The largest 1st Source seller in Q4 2021 was Bank of Montreal, an estimated $6.68M sold.

Based on aggregated 13F filings for Q4 2021.