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1st Source
SRCE

128 hedge funds and large institutions have $957M invested in 1st Source in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

15% more capital invested

Capital invested by funds: $834M → $957M (+$122M)

6% more funds holding

Funds holding: 121 → 128 (+7)

0.85% more ownership

Funds ownership: 71.43% → 72.28% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
128
Holders Change
+7
Holders Change %
+5.79%
% of All Funds
2.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
50
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RP
Reinhart Partners
Wisconsin
+$4.64M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$2.26M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.42M
4
State Street
State Street
Massachusetts
+$1.39M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.37M
2
Charles Schwab
Charles Schwab
California
-$1.62M
3
1SB
1ST Source Bank
Indiana
-$1.59M
4
Victory Capital Management
Victory Capital Management
Texas
-$1.28M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$205K – – –
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$180K +$52.6K +1,046 +43%
Citigroup
103
Citigroup
New York
$169K -$171K -3,396 -51%
US Bancorp
104
US Bancorp
Minnesota
$166K +$49.7K +990 +45%
SG Americas Securities
105
SG Americas Securities
New York
$152K +$147K +2,924 New
SO
106
STRS Ohio
Ohio
$140K -$613K -12,200 -82%
MAM
107
Meeder Asset Management
Ohio
$131K +$37.8K +753 +42%
Macquarie Group
108
Macquarie Group
Australia
$125K – – –
FMT
109
First Mercantile Trust
Tennessee
$119K -$4.02K -80 -3%
FQ
110
First Quadrant
California
$108K – – –
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$80K – – –
WFMPM
112
Woodley Farra Manion Portfolio Management
Indiana
$72K +$69.9K +1,392 New
AIP
113
Ameritas Investment Partners
Nebraska
$65K – – –
Canada Life
114
Canada Life
Manitoba, Canada
$65K +$64K +1,274 New
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$62K +$55.3K +1,101 +1,210%
ST
116
Smithfield Trust
Pennsylvania
$56K -$11.2K -222 -17%
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$47K – – –
WWM
118
Willingdon Wealth Management
North Carolina
$47K – – –
Marshall Wace
119
Marshall Wace
United Kingdom
$41K +$40.1K +798 New
Lazard Asset Management
120
Lazard Asset Management
New York
$26K +$12.2K +242 +90%
AG
121
Advisor Group
Arizona
$11K – – –
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K -$257K -5,109 -96%
MMG
123
Monetary Management Group
Missouri
$10K +$10.2K +202 New
CAW
124
Cornerstone Advisors (Washington)
Washington
$9K – – –
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$7K +$7.49K +149 New
2 3 4
5
6

SRCE Hedge Fund Activity: Q4 2019 in Review

128 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2019, worth a combined $957M — up 15% from $834M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SRCE positions and 10 closed out — a net gain of 8 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Reinhart Partners, adding an estimated $4.64M. The largest seller was Dimensional Fund Advisors, cutting an estimated $4.37M.

  • 128 institutional investors held 1st Source (SRCE) as of Q4 2019, up from 121 in Q3 2019.
  • Funds reported $957M of 1st Source stock for Q4 2019, up 15% quarter-over-quarter.
  • 18 funds opened new 1st Source positions in Q4 2019 and 10 closed out, a net change of +8 holders.
  • The largest 1st Source buyer in Q4 2019 was Reinhart Partners, an estimated $4.64M added.
  • The largest 1st Source seller in Q4 2019 was Dimensional Fund Advisors, an estimated $4.37M sold.

Based on aggregated 13F filings for Q4 2019.