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1st Source
SRCE

123 hedge funds and large institutions have $763M invested in 1st Source in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

35% more capital invested

Capital invested by funds: $566M → $763M (+$197M)

5% more funds holding

Funds holding: 117 → 123 (+6)

2.04% more ownership

Funds ownership: 71.83% → 73.87% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

26% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 43

Holders
123
Holders Change
+6
Holders Change %
+5.13%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
32
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1SB
1ST Source Bank
Indiana
+$13.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.96M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$3.44M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.26M
5
BlackRock
BlackRock
New York
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.87M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.72M
3
MAM
Martingale Asset Management
Massachusetts
-$1.36M
4
PAM
Panagora Asset Management
Massachusetts
-$781K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$62K – – –
AIP
102
Ameritas Investment Partners
Nebraska
$51K – – –
TRCT
103
Tower Research Capital (TRC)
New York
$42K -$84K -2,299 -69%
Canada Life
104
Canada Life
Manitoba, Canada
$42K – – –
Osaic Holdings
105
Osaic Holdings
Arizona
$41K -$1.86K -51 -5%
Macquarie Group
106
Macquarie Group
Australia
$40K – – –
Bessemer Group
107
Bessemer Group
New Jersey
$39K – – –
PWPS
108
Pinnacle Wealth Planning Services
Ohio
$23K +$21.2K +580 New
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$18K – – –
WTC
110
WhitTier Trust Company
Nevada
$10K – – –
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$10K +$5.59K +153 +168%
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$10K +$9.5K +260 New
Lazard Asset Management
113
Lazard Asset Management
New York
$8K – – –
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$8K – – –
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$6K – – –
PAM
116
Panagora Asset Management
Massachusetts
$5K -$781K -21,384 -99%
QCG
117
Quadrant Capital Group
Ohio
$4K – – –
SL
118
Savior LLC
Massachusetts
$2K – – –
ASN
119
Advisory Services Network
Georgia
$1K – – –
GWS
120
Glassman Wealth Services
Virginia
$1K – – –
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1.02K +28 New
AIG
122
American International Group
New York
$384 -$9.97K -273 -3%
DCM
123
Dupont Capital Management
Delaware
– -$526K -17,054 Closed
UBS AM
124
UBS AM
Illinois
– -$232K -7,530 Closed
SO
125
STRS Ohio
Ohio
– -$49K -1,600 Closed
2 3 4
5
6

SRCE Hedge Fund Activity: Q4 2020 in Review

123 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2020, worth a combined $763M — up 35% from $566M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SRCE positions and 7 closed out — a net gain of 7 holders — while 32 added to existing stakes and 43 trimmed.

The largest buyer was 1ST Source Bank, adding an estimated $13.9M. The largest seller was Dimensional Fund Advisors, cutting an estimated $1.87M.

  • 123 institutional investors held 1st Source (SRCE) as of Q4 2020, up from 117 in Q3 2020.
  • Funds reported $763M of 1st Source stock for Q4 2020, up 35% quarter-over-quarter.
  • 14 funds opened new 1st Source positions in Q4 2020 and 7 closed out, a net change of +7 holders.
  • The largest 1st Source buyer in Q4 2020 was 1ST Source Bank, an estimated $13.9M added.
  • The largest 1st Source seller in Q4 2020 was Dimensional Fund Advisors, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2020.