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1st Source
SRCE

130 hedge funds and large institutions have $874M invested in 1st Source in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $864M → $874M (+$10.1M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.3% less ownership

Funds ownership: 73.16% → 72.85% (-0.3%)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

4% less funds holding

Funds holding: 136 → 130 (-6)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
130
Holders Change
-6
Holders Change %
-4.41%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
40
Reduced
41
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$2.94M
2
BlackRock
BlackRock
New York
+$2.22M
3
Barclays
Barclays
United Kingdom
+$658K
4
Millennium Management
Millennium Management
New York
+$536K
5
Bank of America
Bank of America
North Carolina
+$481K

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.68M
2
Goldman Sachs
Goldman Sachs
New York
-$1.67M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.53M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.25M
5
Victory Capital Management
Victory Capital Management
Texas
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$127K – – –
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$127K – – –
US Bancorp
103
US Bancorp
Minnesota
$113K +$2.77K +57 +3%
AIP
104
Ameritas Investment Partners
Nebraska
$63K – – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$62K – – –
HNB
106
Huntington National Bank
Ohio
$56K +$53.6K +1,101 +3,058%
FPS
107
Fieldpoint Private Securities
Connecticut
$52K -$20.4K -419 -29%
Canada Life
108
Canada Life
Manitoba, Canada
$52K – – –
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$50K +$48.6K +1,000 New
Bessemer Group
110
Bessemer Group
New Jersey
$49K – – –
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$37K +$8.41K +173 +31%
Macquarie Group
112
Macquarie Group
Australia
$33K – – –
Lazard Asset Management
113
Lazard Asset Management
New York
$27K – – –
SWM
114
Spire Wealth Management
Virginia
$25K – – –
PHK
115
Point72 Hong Kong
Hong Kong
$25K +$24.4K +501 New
TRCT
116
Tower Research Capital (TRC)
New York
$23K -$292 -6 -1%
MPWT
117
MassMutual Private Wealth & Trust
Connecticut
$22K – – –
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.6K +$207K +4,261 +1%
WTC
119
WhitTier Trust Company
Nevada
$12K – – –
QCG
120
Quadrant Capital Group
Ohio
$10K -$2.72K -56 -22%
MMG
121
Monetary Management Group
Missouri
$10K – – –
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K – – –
TWA
123
TCI Wealth Advisors
Arizona
$5K – – –
Osaic Holdings
124
Osaic Holdings
Arizona
$3K -$3.11K -64 -52%
S
125
SignatureFD
Georgia
$3K +$3.02K +62 New
2 3 4
5
6

SRCE Hedge Fund Activity: Q4 2021 in Review

130 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2021, worth a combined $874M — up 1.2% from $864M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SRCE and 13 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 40 added.

The largest buyer was Ameriprise, adding an estimated $2.94M. The largest seller was Bank of Montreal, exiting entirely with an estimated $6.68M sold.

  • 130 institutional investors held 1st Source (SRCE) as of Q4 2021, down from 136 in Q3 2021.
  • Funds reported $874M of 1st Source stock for Q4 2021, up 1.2% quarter-over-quarter.
  • 13 funds opened new 1st Source positions in Q4 2021 and 17 closed out, a net change of -4 holders.
  • The largest 1st Source buyer in Q4 2021 was Ameriprise, an estimated $2.94M added.
  • The largest 1st Source seller in Q4 2021 was Bank of Montreal, an estimated $6.68M sold.

Based on aggregated 13F filings for Q4 2021.