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1st Source

141 hedge funds and large institutions have $1B invested in 1st Source in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,080% more call options, than puts

Call options by funds: $918K | Put options by funds: $10K

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more capital invested

Capital invested by funds: $753M → $1B (+$252M)

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

6% more funds holding

Funds holding: 133141 (+8)

2.42% more ownership

Funds ownership: 72.42%74.84% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
52
Reduced
42
Closed
11
Calls
$918K
Puts
$10K
Net Calls
+$908K
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
101
Bartlett & Co
Ohio
$159K
BCWM
102
Bartlett & Co Wealth Management
Ohio
$159K
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$141K -$34K -709 -22%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$129K +$10.5K +218 +10%
Canada Life
105
Canada Life
Manitoba, Canada
$101K
AIP
106
Ameritas Investment Partners
Nebraska
$91.1K
Osaic Holdings
107
Osaic Holdings
Arizona
$82.2K
AB
108
Amalgamated Bank
New York
$81K -$8.3K -173 -10%
HNB
109
Huntington National Bank
Ohio
$60.6K
Acadian Asset Management
110
Acadian Asset Management
Massachusetts
$55K
Bessemer Group
111
Bessemer Group
New Jersey
$54K
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$49.6K -$6.28K -131 -13%
Lazard Asset Management
113
Lazard Asset Management
New York
$40K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$34.3K
FFA
115
Frazier Financial Advisors
Ohio
$27.1K +$23.7K +494 New
ACM
116
Aquatic Capital Management
Illinois
$27K +$19.2K +400 +400%
EC
117
EntryPoint Capital
New York
$26.9K +$23.5K +490 New
SAM
118
Smartleaf Asset Management
Massachusetts
$22.4K +$19.2K +400 New
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.9K -$119K -2,482 -90%
HH
120
HWG Holdings
Texas
$15.2K +$13.3K +277 New
WTC
121
WhitTier Trust Company
Nevada
$13.6K
AA
122
Addison Advisors
Vermont
$12.1K
GI
123
GAMMA Investing
California
$9.88K +$9.06K +189 New
Comerica Bank
124
Comerica Bank
Texas
$9.53K +$3.17K +66 +62%
PA
125
Parallel Advisors
California
$8.24K +$5.71K +119 +384%

SRCE Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2023, worth a combined $1B — up 33% from $753M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SRCE positions and 11 closed out — a net gain of 9 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.75M. The largest seller was 1ST Source Bank, cutting an estimated $10.8M.

  • 141 institutional investors held 1st Source (SRCE) as of Q4 2023, up from 133 in Q3 2023.
  • Funds reported $1B of 1st Source stock for Q4 2023, up 33% quarter-over-quarter.
  • 20 funds opened new 1st Source positions in Q4 2023 and 11 closed out, a net change of +9 holders.
  • The largest 1st Source buyer in Q4 2023 was Vanguard Group, an estimated $8.75M added.
  • The largest 1st Source seller in Q4 2023 was 1ST Source Bank, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2023.