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1st Source

144 hedge funds and large institutions have $870M invested in 1st Source in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

573% more call options, than puts

Call options by funds: $74K | Put options by funds: $11K

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more funds holding

Funds holding: 124144 (+20)

3% more capital invested

Capital invested by funds: $842M → $870M (+$28.4M)

0.44% less ownership

Funds ownership: 73.7%73.26% (-0.44%)

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

Holders
144
Holders Change
+20
Holders Change %
+16.13%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
44
Reduced
54
Closed
7
Calls
$74K
Puts
$11K
Net Calls
+$63K
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Bartlett & Co
Ohio
$151K -$8.17K -150 -5%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$147K -$52.5K -964 -26%
TRCT
103
Tower Research Capital (TRC)
New York
$138K +$12.3K +225 +9%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$132K -$211K -3,868 -61%
US Bancorp
105
US Bancorp
Minnesota
$126K +$272 +5 +0.2%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$118K -$41.3K -758 -25%
AB
107
Amalgamated Bank
New York
$113K +$2.62K +48 +2%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$104K +$90K +1,653 +526%
Dimensional Fund Advisors
109
Dimensional Fund Advisors
Texas
$87.8K -$238K -4,374 -0.3%
ACM
110
Aquatic Capital Management
Illinois
$80K +$81.7K +1,500 New
Wells Fargo
111
Wells Fargo
California
$76K -$29.4K -539 -27%
AIP
112
Ameritas Investment Partners
Nebraska
$60.9K
HNB
113
Huntington National Bank
Ohio
$60.8K +$817 +15 +1%
Canada Life
114
Canada Life
Manitoba, Canada
$56K
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$52.9K +$6.86K +126 +14%
QCG
116
Quadrant Capital Group
Ohio
$52K +$2.13K +39 +4%
Bessemer Group
117
Bessemer Group
New Jersey
$52K
Citigroup
118
Citigroup
New York
$34.1K -$12.4K -227 -26%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$33.2K
S
120
SignatureFD
Georgia
$31.6K +$6.65K +122 +26%
Allspring Global Investments
121
Allspring Global Investments
North Carolina
$29.6K -$654 -12 -2%
Lazard Asset Management
122
Lazard Asset Management
New York
$29K +$29.8K +547 New
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$19K
LC
124
Lindbrook Capital
California
$18.7K +$2.07K +38 +12%
Osaic Holdings
125
Osaic Holdings
Arizona
$17K +$10.4K +191 +148%

SRCE Hedge Fund Activity: Q4 2022 in Review

144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2022, worth a combined $870M — up 3.4% from $842M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SRCE positions and 7 closed out — a net gain of 20 holders — while 44 added to existing stakes and 54 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.53M. The largest seller was 1ST Source Bank, cutting an estimated $9.2M.

  • 144 institutional investors held 1st Source (SRCE) as of Q4 2022, up from 124 in Q3 2022.
  • Funds reported $870M of 1st Source stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 27 funds opened new 1st Source positions in Q4 2022 and 7 closed out, a net change of +20 holders.
  • The largest 1st Source buyer in Q4 2022 was Millennium Management, an estimated $4.53M added.
  • The largest 1st Source seller in Q4 2022 was 1ST Source Bank, an estimated $9.2M sold.

Based on aggregated 13F filings for Q4 2022.