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1st Source
SRCE

119 hedge funds and large institutions have $750M invested in 1st Source in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 115 → 119 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.68% less ownership

Funds ownership: 72.33% → 71.65% (-0.68%)

23% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 44

24% less capital invested

Capital invested by funds: $988M → $750M (-$237M)

Holders
119
Holders Change
+4
Holders Change %
+3.48%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
34
Reduced
44
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.21M
2
BlackRock
BlackRock
New York
+$1.68M
3
Morgan Stanley
Morgan Stanley
New York
+$1.52M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.98M
2
BCM
Bridgeway Capital Management
Texas
-$3.09M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.75M
4
PPA
Parametric Portfolio Associates
Washington
-$1.33M
5
GCP
GSA Capital Partners
United Kingdom
-$898K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
101
Meeder Asset Management
Ohio
$76K – – –
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$62K – – –
Canada Life
103
Canada Life
Manitoba, Canada
$60K -$605 -13 -0.8%
FEG
104
Financial Enhancement Group
Indiana
$57K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$51K – – –
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$48.4K – – –
Barclays
107
Barclays
United Kingdom
$40K -$257K -5,511 -85%
WWM
108
Willingdon Wealth Management
North Carolina
$36K – – –
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$25.9K +$4.98K +107 +20%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$10K – – –
AG
111
Advisor Group
Arizona
$9K +$3.31K +71 +50%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$8K -$184K -3,950 -95%
MMG
113
Monetary Management Group
Missouri
$8K – – –
PA
114
Parallel Advisors
California
$4K – – –
DA
115
Denali Advisors
California
$2K – – –
RFC
116
Regions Financial Corp
Alabama
$2K – – –
QI
117
QS Investors
New York
$1K – – –
UBS AM
118
UBS AM
Illinois
$766 – – –
AAMU
119
Amundi Asset Management US
Massachusetts
$105 +$121K +2,600 New
Arrowstreet Capital
120
Arrowstreet Capital
Massachusetts
– -$507K -9,642 Closed
Assenagon Asset Management
121
Assenagon Asset Management
Luxembourg
– -$408K -7,757 Closed
ARTA
122
A.R.T. Advisors
New York
– -$259K -4,936 Closed
Macquarie Group
123
Macquarie Group
Australia
– -$11K -200 Closed
1 2 3 4
5

SRCE Hedge Fund Activity: Q4 2018 in Review

119 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2018, worth a combined $750M — down 24% from $988M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SRCE positions and 4 closed out — a net gain of 4 holders — while 34 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.21M. The largest seller was Janus Henderson Group, cutting an estimated $9.98M.

  • 119 institutional investors held 1st Source (SRCE) as of Q4 2018, up from 115 in Q3 2018.
  • Funds reported $750M of 1st Source stock for Q4 2018, down 24% quarter-over-quarter.
  • 8 funds opened new 1st Source positions in Q4 2018 and 4 closed out, a net change of +4 holders.
  • The largest 1st Source buyer in Q4 2018 was Goldman Sachs, an estimated $2.21M added.
  • The largest 1st Source seller in Q4 2018 was Janus Henderson Group, an estimated $9.98M sold.

Based on aggregated 13F filings for Q4 2018.