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1st Source
SRCE

123 hedge funds and large institutions have $664M invested in 1st Source in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 37

10% more capital invested

Capital invested by funds: $602M → $664M (+$61.6M)

6% more funds holding

Funds holding: 116 → 123 (+7)

0.38% more ownership

Funds ownership: 72.72% → 73.11% (+0.38%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
49
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.64M
2
Charles Schwab
Charles Schwab
California
+$3.79M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.37M
4
State Street
State Street
Massachusetts
+$2.25M
5
KCM
Kennedy Capital Management
Missouri
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.98M
2
Victory Capital Management
Victory Capital Management
Texas
-$2.94M
3
AL
AJO LP
Pennsylvania
-$2.89M
4
RP
Reinhart Partners
Wisconsin
-$2.57M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$78K -$33.5K -1,013 -32%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$55K – – –
WFMPM
103
Woodley Farra Manion Portfolio Management
Indiana
$50K – – –
AIP
104
Ameritas Investment Partners
Nebraska
$45K – – –
Canada Life
105
Canada Life
Manitoba, Canada
$45K +$33 +1 +0.1%
Osaic Holdings
106
Osaic Holdings
Arizona
$38K +$5.96K +180 +21%
Macquarie Group
107
Macquarie Group
Australia
$35K -$46.8K -1,413 -59%
Lazard Asset Management
108
Lazard Asset Management
New York
$32K -$12.8K -387 -30%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$22K -$124K -3,745 -86%
MPWT
110
MassMutual Private Wealth & Trust
Connecticut
$16K -$14.9K -450 -50%
WTC
111
WhitTier Trust Company
Nevada
$9K +$8.21K +248 New
CAW
112
Cornerstone Advisors (Washington)
Washington
$8K +$7.38K +223 New
ST
113
Smithfield Trust
Pennsylvania
$7K -$4.74K -143 -45%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$7K – – –
CAN
115
Cetera Advisor Networks
California
$7K +$6.62K +200 New
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$6K – – –
QCG
117
Quadrant Capital Group
Ohio
$6K +$5.5K +166 New
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$3K +$166 +5 +5%
LC
119
Lindbrook Capital
California
$2K +$1.85K +56 New
SL
120
Savior LLC
Massachusetts
$1K – – –
GWS
121
Glassman Wealth Services
Virginia
$1K +$596 +18 New
Two Sigma Investments
122
Two Sigma Investments
New York
– -$564K -17,406 Closed
Squarepoint
123
Squarepoint
New York
– -$328K -10,114 Closed
VOYA Investment Management
124
VOYA Investment Management
Georgia
– -$253K -7,804 Closed
MAM
125
Meeder Asset Management
Ohio
– -$66K -2,048 Closed
2 3 4
5
6

SRCE Hedge Fund Activity: Q2 2020 in Review

123 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q2 2020, worth a combined $664M — up 10% from $602M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SRCE positions and 7 closed out — a net gain of 9 holders — while 49 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $4.64M. The largest seller was Millennium Management, cutting an estimated $3.98M.

  • 123 institutional investors held 1st Source (SRCE) as of Q2 2020, up from 116 in Q1 2020.
  • Funds reported $664M of 1st Source stock for Q2 2020, up 10% quarter-over-quarter.
  • 16 funds opened new 1st Source positions in Q2 2020 and 7 closed out, a net change of +9 holders.
  • The largest 1st Source buyer in Q2 2020 was BlackRock, an estimated $4.64M added.
  • The largest 1st Source seller in Q2 2020 was Millennium Management, an estimated $3.98M sold.

Based on aggregated 13F filings for Q2 2020.