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1st Source
SRCE

130 hedge funds and large institutions have $891M invested in 1st Source in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $763M → $891M (+$128M)

6% more funds holding

Funds holding: 123 → 130 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.41% less ownership

Funds ownership: 73.87% → 71.46% (-2.4%)

20% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 45

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
36
Reduced
45
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$9.48M
2
BlackRock
BlackRock
New York
+$6.76M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.52M
4
State Street
State Street
Massachusetts
+$2.44M
5
MCM
Maltese Capital Management
New York
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$5.24M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.98M
3
1SB
1ST Source Bank
Indiana
-$3.64M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.29M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
101
First Mercantile Trust
Tennessee
$89K -$10.8K -242 -11%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$73K – – –
FPS
103
Fieldpoint Private Securities
Connecticut
$68K +$63.6K +1,430 New
AIP
104
Ameritas Investment Partners
Nebraska
$60K – – –
Osaic Holdings
105
Osaic Holdings
Arizona
$58K +$9.12K +205 +20%
TRCT
106
Tower Research Capital (TRC)
New York
$57K +$6.89K +155 +15%
Canada Life
107
Canada Life
Manitoba, Canada
$50K – – –
Bessemer Group
108
Bessemer Group
New Jersey
$47K – – –
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$43K +$30.2K +679 +278%
Macquarie Group
110
Macquarie Group
Australia
$32K -$14.1K -317 -32%
NFSG
111
Newbridge Financial Services Group
Florida
$32K +$30.1K +677 New
Lazard Asset Management
112
Lazard Asset Management
New York
$28K +$17.6K +395 +189%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$21K – – –
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$16K +$15.3K +343 New
WTC
115
WhitTier Trust Company
Nevada
$12K – – –
FMP
116
Financial Management Professionals
Texas
$12K +$10.9K +246 New
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K – – –
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$7K -$5.07K -114 -44%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$7K – – –
PAM
120
Panagora Asset Management
Massachusetts
$6K – – –
SFS
121
Sowell Financial Services
Arkansas
$6K +$5.78K +130 New
QCG
122
Quadrant Capital Group
Ohio
$5K – – –
VFA
123
Valeo Financial Advisors
Indiana
$4K +$3.33K +75 New
SL
124
Savior LLC
Massachusetts
$2K – – –
BCA
125
Berman Capital Advisors
Georgia
$1K – – –
2 3 4
5
6

SRCE Hedge Fund Activity: Q1 2021 in Review

130 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q1 2021, worth a combined $891M — up 17% from $763M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SRCE positions and 9 closed out — a net gain of 9 holders — while 36 added to existing stakes and 45 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $9.48M. The largest seller was Norges Bank, cutting an estimated $5.24M.

  • 130 institutional investors held 1st Source (SRCE) as of Q1 2021, up from 123 in Q4 2020.
  • Funds reported $891M of 1st Source stock for Q1 2021, up 17% quarter-over-quarter.
  • 18 funds opened new 1st Source positions in Q1 2021 and 9 closed out, a net change of +9 holders.
  • The largest 1st Source buyer in Q1 2021 was AllianceBernstein, an estimated $9.48M added.
  • The largest 1st Source seller in Q1 2021 was Norges Bank, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2021.