We are live on ! Find out more
SRCE icon

1st Source
SRCE

86 hedge funds and large institutions have $417M invested in 1st Source in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

13% more capital invested

Capital invested by funds: $368M → $417M (+$48.9M)

4% more funds holding

Funds holding: 83 → 86 (+3)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
36
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RP
Reinhart Partners
Wisconsin
+$2.42M
2
BIT
BlackRock Institutional Trust
California
+$1.16M
3
BFA
BlackRock Fund Advisors
California
+$1.15M
4
LSV Asset Management
LSV Asset Management
Illinois
+$753K
5
BG
BlackRock Group
United Kingdom
+$709K

Top Sellers

Rank Fund Capital Flow
1
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$3.12M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.63M
3
FG
FSI Group
Ohio
-$883K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$867K
5
KeyBank National Association
KeyBank National Association
Ohio
-$672K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
76
Bank of America
North Carolina
$44K -$376K -15,452 -90%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$40.4K -$667K -27,407 -94%
Ameriprise
78
Ameriprise
Minnesota
$30K – – –
PCM
79
Prelude Capital Management
New York
$30K +$29.5K +1,210 New
U
80
UBS
Switzerland
$19K -$17.5K -718 -48%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$15K -$779 -32 -5%
BlackRock
82
BlackRock
New York
$15K +$5.48K +225 +61%
EU
83
Emory University
Georgia
$4K – – –
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$2K +$1.56K +64 New
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$783 +$484K +19,889 +164%
FG
86
FSI Group
Ohio
– -$883K -40,860 Closed
KeyBank National Association
87
KeyBank National Association
Ohio
– -$672K -31,118 Closed
Two Sigma Investments
88
Two Sigma Investments
New York
– -$451K -20,873 Closed
Two Sigma Advisers
89
Two Sigma Advisers
New York
– -$224K -10,374 Closed
Bessemer Group
90
Bessemer Group
New Jersey
– -$29K -1,333 Closed
1 2 3
4

SRCE Hedge Fund Activity: Q3 2013 in Review

86 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q3 2013, worth a combined $417M — up 13% from $368M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SRCE positions and 5 closed out — a net gain of 4 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Reinhart Partners, opening a new position worth an estimated $2.42M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $3.12M.

  • 86 institutional investors held 1st Source (SRCE) as of Q3 2013, up from 83 in Q2 2013.
  • Funds reported $417M of 1st Source stock for Q3 2013, up 13% quarter-over-quarter.
  • 9 funds opened new 1st Source positions in Q3 2013 and 5 closed out, a net change of +4 holders.
  • The largest 1st Source buyer in Q3 2013 was Reinhart Partners, an estimated $2.42M added.
  • The largest 1st Source seller in Q3 2013 was Bryn Mawr Capital Management Inc, an estimated $3.12M sold.

Based on aggregated 13F filings for Q3 2013.