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1st Source
SRCE

Overview Fund Activity

119 hedge funds and large institutions have $764M invested in 1st Source in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 25 closing their positions.

Holders
119
Holders Change
-13
Holders Change %
-9.85%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
38
Reduced
44
Closed
25
Calls
$13K
Puts
$453K
Net Calls
-$440K
Net Calls Change
-$52K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$41M
2
RP
2
Reinhart Partners
Wisconsin
$9.55M
3
DIA
3
Dean Investment Associates
Ohio
$2.48M
4
EST
4
EA Series Trust
Pennsylvania
$2.42M
5
EF
5
Empowered Funds
Pennsylvania
$2.42M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Ameriprise
2
Ameriprise
Minnesota
$699K
3
Goldman Sachs
3
Goldman Sachs
New York
$3.96M
4
ZIM
4
Zacks Investment Management
Illinois
$0
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$36.6K 873 – –
Lazard Asset Management
102
Lazard Asset Management
New York
$31K 743 +743 New
HCA
103
Harbor Capital Advisors
Illinois
$28.6K 681 +681 New
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$26.2K 625 – –
TRCT
105
Tower Research Capital (TRC)
New York
$22.9K 546 -1,476 -73%
Canada Life
106
Canada Life
Manitoba, Canada
$18K 425 -630 -60%
MPWT
107
MassMutual Private Wealth & Trust
Connecticut
$14.7K 350 – –
WTC
108
WhitTier Trust Company
Nevada
$10.4K 248 – –
AA
109
Addison Advisors
Vermont
$9.23K 220 – –
QCG
110
Quadrant Capital Group
Ohio
$4.19K 100 -873 -90%
MRCM
111
M&R Capital Management
New Jersey
$1.55K 37 +1 +3%
PA
112
Parallel Advisors
California
$1.3K 31 -123 -80%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1K 20 -190 -90%
FFA
114
Farther Finance Advisors
California
$839 20 – –
GWS
115
Glassman Wealth Services
Virginia
$755 18 – –
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$755 18 +18 New
LC
117
Lindbrook Capital
California
$461 11 -512 -98%
TWC
118
TD Waterhouse Canada
Ontario, Canada
$42 1 – –
Millennium Management
119
Millennium Management
New York
– – -146,819 Closed
ZIM
120
Zacks Investment Management
Illinois
– – -39,149 Closed
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
– – -17,296 Closed
Los Angeles Capital Management
122
Los Angeles Capital Management
California
– – -14,890 Closed
HIM
123
Hillsdale Investment Management
Ontario, Canada
– – -11,900 Closed
Truist Financial
124
Truist Financial
North Carolina
– – -11,193 Closed
Skandinaviska Enskilda Banken (SEB)
125
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -9,000 Closed
2 3 4
5
6