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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
AA
76
ALPS Advisors
Colorado
$405K +$5.06K +104 +1%
Handelsbanken Fonder
77
Handelsbanken Fonder
Sweden
$384K – – –
Tudor Investment Corp
78
Tudor Investment Corp
Connecticut
$368K +$130K +2,680 +57%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$364K +$125K +2,575 +54%
Skandinaviska Enskilda Banken (SEB)
80
Skandinaviska Enskilda Banken (SEB)
Sweden
$360K +$360K +7,400 New
IP
81
Innovative Portfolios
Indiana
$359K – – –
KBC Group
82
KBC Group
Belgium
$354K – – –
Citadel Advisors
83
Citadel Advisors
Florida
$317K +$22.4K +461 +8%
UBS AM
84
UBS AM
Illinois
$312K – – –
MIM
85
MetLife Investment Management
New Jersey
$295K – – –
IA
86
IFG Advisory
Georgia
$294K +$9.24K +190 +3%
DA
87
Denali Advisors
California
$293K – – –
RJA
88
Raymond James & Associates
Florida
$279K +$274K +5,625 New
CSS
89
Cubist Systematic Strategies
Connecticut
$279K +$274K +5,626 New
WKWM
90
Walter & Keenan Wealth Management
Indiana
$266K -$249K -5,117 -49%
NSIM
91
North Star Investment Management
Illinois
$265K – – –
DT
92
Diversified Trust
Tennessee
$245K +$240K +4,930 New
ASRS
93
Arizona State Retirement System
Arizona
$234K -$5.21K -107 -2%
Citigroup
94
Citigroup
New York
$232K +$99.8K +2,052 +78%
Rafferty Asset Management
95
Rafferty Asset Management
New York
$229K -$87.2K -1,793 -28%
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$213K – – –
PFO
97
Pathstone Family Office
New Jersey
$213K – – –
Acadian Asset Management
98
Acadian Asset Management
Massachusetts
$213K +$73.6K +1,514 +54%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$147K +$56.7K +1,166 +65%
SG Americas Securities
100
SG Americas Securities
New York
$142K -$390K -8,025 -74%
2 3
4
5 6

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.