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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
QT
126
Quantbot Technologies
New York
$15.9K +$16.3K +300 New
WTC
127
WhitTier Trust Company
Nevada
$13.2K
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$13K +$872 +16 +7%
MMG
129
Monetary Management Group
Missouri
$10.7K +$11K +202 New
RCM
130
Raleigh Capital Management
North Carolina
$7.3K +$3.65K +67 +96%
AF
131
Advisornet Financial
Minnesota
$5.31K +$5.45K +100 New
SCA
132
Stonebridge Capital Advisors
Minnesota
$5.31K +$5.45K +100 New
PA
133
Parallel Advisors
California
$5.1K
TWA
134
TCI Wealth Advisors
Arizona
$5.1K
TC
135
Truvestments Capital
Florida
$3.77K +$3.87K +71 New
AWM
136
Accurate Wealth Management
Florida
$2.46K +$2.56K +47 New
MRCM
137
M&R Capital Management
New Jersey
$1.58K +$1.58K +29 New
ITIM
138
Indiana Trust & Investment Management
Indiana
$1.45K -$86.1K -1,580 -5%
FFA
139
Farther Finance Advisors
California
$1.06K +$1.09K +20 New
GWS
140
Glassman Wealth Services
Virginia
$956
ASN
141
Advisory Services Network
Georgia
$796 +$817 +15 New
TWC
142
TD Waterhouse Canada
Ontario, Canada
$53 +$54 +1 New
NA
143
NewEdge Advisors
Louisiana
$1 +$763 +14 New
GCP
144
GSA Capital Partners
United Kingdom
-$426K -9,198 Closed
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
-$209K -4,524 Closed
Principal Financial Group
146
Principal Financial Group
Iowa
-$200K -4,327 Closed
VI
147
Vestcor Inc
New Brunswick, Canada
-$75K -1,617 Closed
New York State Teachers Retirement System (NYSTRS)
148
New York State Teachers Retirement System (NYSTRS)
New York
-$65K -1,400 Closed
IA
149
IFP Advisors
Florida
-$5K -80 Closed
AF
150
Allworth Financial
California
-$2K -36 Closed

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.