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1st Source
SRCE

Overview Fund Activity

136 hedge funds and large institutions have $864M invested in 1st Source in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 51 reducing their positions, and 9 closing their positions.

Holders
136
Holders Change
+6
Holders Change %
+4.62%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
42
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$6.94M
2
Charles Schwab
2
Charles Schwab
California
$13.7M
3
AIC
3
Aurora Investment Counsel
Georgia
$728K
4
Millennium Management
4
Millennium Management
New York
$1.46M
5
RhumbLine Advisers
5
RhumbLine Advisers
Massachusetts
$2.18M

Top Sellers

1
BlackRock
1
BlackRock
New York
$59.8M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$37.1M
4
State Street
4
State Street
Massachusetts
$23M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$7.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$214K 4,536 +129 +3%
E
102
Ergoteles
New York
$208K 4,400 +4,400 New
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$203K 4,298 -1,039 -19%
PFO
104
Pathstone Family Office
New Jersey
$203K 4,300 +4,300 New
BC
105
Bartlett & Co
Ohio
$142K 3,000 – –
BCWM
106
Bartlett & Co Wealth Management
Ohio
$142K 3,000 – –
Acadian Asset Management
107
Acadian Asset Management
Massachusetts
$132K 2,808 -19,174 -87%
Citigroup
108
Citigroup
New York
$124K 2,622 -6,996 -73%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$121K 2,557 – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$121K 2,558 – –
US Bancorp
111
US Bancorp
Minnesota
$105K 2,222 +22 +1%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$85K 1,802 +517 +40%
FMT
113
First Mercantile Trust
Tennessee
$72K 1,533 -23 -1%
FPS
114
Fieldpoint Private Securities
Connecticut
$69K 1,461 -170 -10%
AIP
115
Ameritas Investment Partners
Nebraska
$60K 1,262 – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$59K 1,250 – –
Russell Investments Group
117
Russell Investments Group
United Kingdom
$51K 1,100 -1,756 -61%
Canada Life
118
Canada Life
Manitoba, Canada
$50K 1,055 – –
Bessemer Group
119
Bessemer Group
New Jersey
$46K 980 – –
Macquarie Group
120
Macquarie Group
Australia
$32K 670 – –
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$27K 566 +229 +68%
Lazard Asset Management
122
Lazard Asset Management
New York
$25K 547 -57 -9%
SWM
123
Spire Wealth Management
Virginia
$24K 509 +509 New
TRCT
124
Tower Research Capital (TRC)
New York
$22K 469 -5,047 -91%
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$21K 450 – –
2 3 4
5
6