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1st Source
SRCE

110 hedge funds and large institutions have $887M invested in 1st Source in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

32% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 31

5% more funds holding

Funds holding: 105 → 110 (+5)

3.29% more ownership

Funds ownership: 68.11% → 71.4% (+3.3%)

3% more capital invested

Capital invested by funds: $860M → $887M (+$27.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
41
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$17.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$2.54M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.51M
4
USAA
United Services Automobile Association
Texas
+$2.1M
5
Norges Bank
Norges Bank
Norway
+$1.62M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$3.33M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.5M
3
BTW
Boston Trust Walden
Massachusetts
-$2.23M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.99M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
101
Monetary Management Group
Missouri
$10K +$9.54K +202 New
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$8K – – –
PA
103
Parallel Advisors
California
$5K – – –
DA
104
Denali Advisors
California
$4K – – –
WAM
105
Wealthspire Advisors (Maryland)
Maryland
$3K +$2.5K +53 New
AG
106
Advisor Group
Arizona
$2K – – –
WA
107
Winfield Associates
Ohio
$2K +$2.31K +49 New
MAM
108
Meeder Asset Management
Ohio
$1K – – –
QI
109
QS Investors
New York
$1K – – –
UBS AM
110
UBS AM
Illinois
$911 +$897 +19 New
LSV Asset Management
111
LSV Asset Management
Illinois
– -$3.33M -71,032 Closed
NI
112
Numeric Investors
Massachusetts
– -$975K -20,776 Closed
SCM
113
Sterling Capital Management
North Carolina
– -$914K -19,467 Closed
Millennium Management
114
Millennium Management
New York
– -$326K -6,935 Closed
KBC Group
115
KBC Group
Belgium
– -$305K -6,502 Closed
GCP
116
GSA Capital Partners
United Kingdom
– -$204K -4,353 Closed
AIM
117
Acrospire Investment Management
Illinois
– -$7K -158 Closed
WT
118
Whittier Trust
California
– -$3K -61 Closed
1 2 3 4
5

SRCE Hedge Fund Activity: Q2 2017 in Review

110 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q2 2017, worth a combined $887M — up 3.2% from $860M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRCE positions and 8 closed out — a net gain of 6 holders — while 41 added to existing stakes and 31 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $17.9M. The largest seller was LSV Asset Management, exiting entirely with an estimated $3.33M sold.

  • 110 institutional investors held 1st Source (SRCE) as of Q2 2017, up from 105 in Q1 2017.
  • Funds reported $887M of 1st Source stock for Q2 2017, up 3.2% quarter-over-quarter.
  • 14 funds opened new 1st Source positions in Q2 2017 and 8 closed out, a net change of +6 holders.
  • The largest 1st Source buyer in Q2 2017 was Janus Henderson Group, an estimated $17.9M added.
  • The largest 1st Source seller in Q2 2017 was LSV Asset Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q2 2017.