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1st Source

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: 11 (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: 136130 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
126
Lenox Wealth Advisors
New York
$2K +$1.75K +36 New
PA
127
Parallel Advisors
California
$1K -$389 -8 -23%
GWS
128
Glassman Wealth Services
Virginia
$1K
C
129
Covestor
United Kingdom
$1K +$1.07K +22 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
-$6.68M -138,071 Closed
ECM
131
ExodusPoint Capital Management
New York
-$1.06M -22,533 Closed
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
-$941K -19,913 Closed
HF
133
HRT Financial
New York
-$562K -11,901 Closed
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
-$471K -9,968 Closed
WG
135
Winton Group
United Kingdom
-$441K -9,337 Closed
DADC
136
D.A. Davidson & Co
Montana
-$353K -7,468 Closed
Verition Fund Management
137
Verition Fund Management
Connecticut
-$323K -6,848 Closed
SBIA
138
Sheaff Brock Investment Advisors
Indiana
-$318K -6,737 Closed
SFI
139
Susquehanna Fundamental Investments
Pennsylvania
-$308K -6,527 Closed
Jane Street
140
Jane Street
New York
-$219K -4,626 Closed
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
-$214K -4,536 Closed
E
142
Ergoteles
New York
-$208K -4,400 Closed
BC
143
Bartlett & Co
Ohio
-$142K -3,000 Closed
BCWM
144
Bartlett & Co Wealth Management
Ohio
-$142K -3,000 Closed
Russell Investments Group
145
Russell Investments Group
United Kingdom
-$51K -1,100 Closed
KIG
146
Kowal Investment Group
Wisconsin
-$2K -46 Closed
AF
147
Allworth Financial
California
+$438 +9 New

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.