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1st Source
SRCE

141 hedge funds and large institutions have $1B invested in 1st Source in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,080% more call options, than puts

Call options by funds: $918K | Put options by funds: $10K

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more capital invested

Capital invested by funds: $753M → $1B (+$252M)

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

6% more funds holding

Funds holding: 133 → 141 (+8)

2.42% more ownership

Funds ownership: 72.42% → 74.84% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
52
Reduced
42
Closed
11
Calls
$918K
Puts
$10K
Net Calls
+$908K
Net Calls Change
+$1.05M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$8.75M
2
BlackRock
BlackRock
New York
+$6.01M
3
Morgan Stanley
Morgan Stanley
New York
+$5.91M
4
Millennium Management
Millennium Management
New York
+$2.6M
5
State Street
State Street
Massachusetts
+$1.95M

Top Sellers

Rank Fund Capital Flow
1
1SB
1ST Source Bank
Indiana
-$10.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.5M
3
KCM
Kennedy Capital Management
Missouri
-$2.29M
4
YIH
Y-Intercept (HK)
Hong Kong
-$1.32M
5
GCP
GSA Capital Partners
United Kingdom
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
ALPS Advisors
Colorado
$401K -$20K -416 -5%
VFA
77
Valeo Financial Advisors
Indiana
$400K +$349K +7,277 New
VOYA Investment Management
78
VOYA Investment Management
Georgia
$397K -$15.2K -317 -4%
II
79
Inspire Investing
Idaho
$384K -$17K -354 -5%
Jane Street
80
Jane Street
New York
$376K +$328K +6,835 New
Wells Fargo
81
Wells Fargo
California
$363K +$54.6K +1,138 +21%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$348K – – –
UBS AM
83
UBS AM
Illinois
$346K – – –
KWM
84
KFG Wealth Management
Indiana
$339K +$288 +6 +0.1%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$338K +$295K +6,158 New
Principal Financial Group
86
Principal Financial Group
Iowa
$315K +$28.2K +589 +11%
B
87
Bailard
California
$297K +$259K +5,400 New
NSIM
88
North Star Investment Management
Illinois
$294K – – –
RJA
89
Raymond James & Associates
Florida
$289K -$7.43K -155 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
90
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$286K – – –
ASRS
91
Arizona State Retirement System
Arizona
$284K -$4.6K -96 -2%
SPS
92
Susquehanna Portfolio Strategies
Pennsylvania
$284K +$248K +5,167 New
Pathstone Holdings
93
Pathstone Holdings
New Jersey
$280K +$244K +5,094 New
TRCT
94
Tower Research Capital (TRC)
New York
$261K +$155K +3,233 +214%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$239K +$208K +4,342 New
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$231K -$241K -5,019 -54%
Handelsbanken Fonder
97
Handelsbanken Fonder
Sweden
$228K +$199K +4,151 New
HTIM
98
Harbour Trust & Investment Management
Indiana
$218K +$190K +3,959 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$213K +$45.1K +941 +32%
SG Americas Securities
100
SG Americas Securities
New York
$188K +$164K +3,426 New
2 3
4
5 6

SRCE Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2023, worth a combined $1B — up 33% from $753M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SRCE positions and 11 closed out — a net gain of 9 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.75M. The largest seller was 1ST Source Bank, cutting an estimated $10.8M.

  • 141 institutional investors held 1st Source (SRCE) as of Q4 2023, up from 133 in Q3 2023.
  • Funds reported $1B of 1st Source stock for Q4 2023, up 33% quarter-over-quarter.
  • 20 funds opened new 1st Source positions in Q4 2023 and 11 closed out, a net change of +9 holders.
  • The largest 1st Source buyer in Q4 2023 was Vanguard Group, an estimated $8.75M added.
  • The largest 1st Source seller in Q4 2023 was 1ST Source Bank, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2023.