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1st Source
SRCE

113 hedge funds and large institutions have $943M invested in 1st Source in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $887M → $943M (+$56.3M)

3% more funds holding

Funds holding: 110 → 113 (+3)

0.19% more ownership

Funds ownership: 71.4% → 71.59% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

Holders
113
Holders Change
+3
Holders Change %
+2.73%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
37
Reduced
39
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BTW
Boston Trust Walden
Massachusetts
+$2.64M
2
KCM
Kennedy Capital Management
Missouri
+$2.31M
3
Millennium Management
Millennium Management
New York
+$2.23M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$1.1M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$4.7M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.59M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$980K
5
ZCM
Zebra Capital Management
Connecticut
-$653K
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
101
Canada Life
Manitoba, Canada
$73K – – –
Barclays
102
Barclays
United Kingdom
$69K +$40.9K +854 +171%
AIP
103
Ameritas Investment Partners
Nebraska
$58K – – –
WWM
104
Willingdon Wealth Management
North Carolina
$46K +$43.1K +900 New
MAM
105
Meeder Asset Management
Ohio
$44K +$40.2K +839 +2,797%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$32K – – –
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$8K – – –
PA
108
Parallel Advisors
California
$5K – – –
DA
109
Denali Advisors
California
$4K – – –
WAM
110
Wealthspire Advisors (Maryland)
Maryland
$4K +$862 +18 +34%
AG
111
Advisor Group
Arizona
$2K – – –
QI
112
QS Investors
New York
$1K – – –
UBS AM
113
UBS AM
Illinois
$965 – – –
ZCM
114
Zebra Capital Management
Connecticut
– -$653K -13,613 Closed
ARTA
115
A.R.T. Advisors
New York
– -$231K -4,836 Closed
MMG
116
Monetary Management Group
Missouri
– -$10K -202 Closed
WA
117
Winfield Associates
Ohio
– -$2K -49 Closed
1 2 3 4
5

SRCE Hedge Fund Activity: Q3 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q3 2017, worth a combined $943M — up 6.3% from $887M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SRCE positions and 4 closed out — a net gain of 3 holders — while 37 added to existing stakes and 39 trimmed.

The largest buyer was Boston Trust Walden, adding an estimated $2.64M. The largest seller was AllianceBernstein, cutting an estimated $4.7M.

  • 113 institutional investors held 1st Source (SRCE) as of Q3 2017, up from 110 in Q2 2017.
  • Funds reported $943M of 1st Source stock for Q3 2017, up 6.3% quarter-over-quarter.
  • 7 funds opened new 1st Source positions in Q3 2017 and 4 closed out, a net change of +3 holders.
  • The largest 1st Source buyer in Q3 2017 was Boston Trust Walden, an estimated $2.64M added.
  • The largest 1st Source seller in Q3 2017 was AllianceBernstein, an estimated $4.7M sold.

Based on aggregated 13F filings for Q3 2017.