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1st Source
SRCE

148 hedge funds and large institutions have $952M invested in 1st Source in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

5% more funds holding

Funds holding: 141 → 148 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more call options, than puts

Call options by funds: $89K | Put options by funds: $89K

0.56% less ownership

Funds ownership: 74.84% → 74.29% (-0.56%)

5% less capital invested

Capital invested by funds: $1B → $952M (-$52.4M)

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
53
Reduced
46
Closed
11
Calls
$89K
Puts
$89K
Net Calls
–
Net Calls Change
-$908K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$6.27M
2
American Century Companies
American Century Companies
Missouri
+$2.25M
3
Deutsche Bank
Deutsche Bank
Germany
+$1.98M
4
State Street
State Street
Massachusetts
+$1.24M
5
MCM
Maltese Capital Management
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
1SB
1ST Source Bank
Indiana
-$4.88M
2
Morgan Stanley
Morgan Stanley
New York
-$4.75M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.25M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.14M
5
BlackRock
BlackRock
New York
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$262K +$256K +5,000 New
A
102
AlphaQuest
New York
$232K +$227K +4,432 New
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$229K +$1.13K +22 +0.5%
Handelsbanken Fonder
104
Handelsbanken Fonder
Sweden
$218K – – –
Acadian Asset Management
105
Acadian Asset Management
Massachusetts
$216K +$161K +3,133 +311%
HTIM
106
Harbour Trust & Investment Management
Indiana
$208K – – –
HCA
107
Harbor Capital Advisors
Illinois
$200K +$195K +3,813 New
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$177K +$42.2K +824 +32%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$149K – – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$124K – – –
Canada Life
111
Canada Life
Manitoba, Canada
$97K – – –
AIP
112
Ameritas Investment Partners
Nebraska
$86.9K – – –
Osaic Holdings
113
Osaic Holdings
Arizona
$83.6K +$4K +78 +5%
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$78K +$76.5K +1,493 New
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$68.2K +$67.9K +1,325 New
HNB
116
Huntington National Bank
Ohio
$57.8K – – –
Bessemer Group
117
Bessemer Group
New Jersey
$51K – – –
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$47.3K – – –
Lazard Asset Management
119
Lazard Asset Management
New York
$42K +$3.95K +77 +10%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$32.8K – – –
AB
121
Amalgamated Bank
New York
$31K -$45.8K -893 -61%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$27K -$172K -3,358 -87%
FFA
123
Frazier Financial Advisors
Ohio
$25.9K – – –
SAM
124
Smartleaf Asset Management
Massachusetts
$20.8K +$103 +2 +0.5%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.4K +$205 +4 +1%
3 4
5
6 7

SRCE Hedge Fund Activity: Q1 2024 in Review

148 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q1 2024, worth a combined $952M — down 5.2% from $1B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SRCE positions and 11 closed out — a net gain of 9 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Charles Schwab, adding an estimated $6.27M. The largest seller was 1ST Source Bank, cutting an estimated $4.88M.

  • 148 institutional investors held 1st Source (SRCE) as of Q1 2024, up from 141 in Q4 2023.
  • Funds reported $952M of 1st Source stock for Q1 2024, down 5.2% quarter-over-quarter.
  • 20 funds opened new 1st Source positions in Q1 2024 and 11 closed out, a net change of +9 holders.
  • The largest 1st Source buyer in Q1 2024 was Charles Schwab, an estimated $6.27M added.
  • The largest 1st Source seller in Q1 2024 was 1ST Source Bank, an estimated $4.88M sold.

Based on aggregated 13F filings for Q1 2024.