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1st Source
SRCE

Overview Fund Activity

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
Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.15%
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

1
Charles Schwab
1
Charles Schwab
California
$30.7M
2
American Century Companies
2
American Century Companies
Missouri
$8.21M
3
Deutsche Bank
3
Deutsche Bank
Germany
$3.61M
4
State Street
4
State Street
Massachusetts
$29.6M
5
MCM
5
Maltese Capital Management
New York
$1.19M

Top Sellers

1
1SB
1
1ST Source Bank
Indiana
$358M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.42M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$49.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$45.3M
5
BlackRock
5
BlackRock
New York
$75.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
126
WhitTier Trust Company
Nevada
$13K – – –
TRCT
127
Tower Research Capital (TRC)
New York
$12.8K -$236K -4,496 -95%
AA
128
Addison Advisors
Vermont
$11.5K – – –
ACM
129
Aquatic Capital Management
Illinois
$10.5K -$15.7K -300 -60%
GI
130
GAMMA Investing
California
$10.2K +$315 +6 +3%
Comerica Bank
131
Comerica Bank
Texas
$10.2K +$1.1K +21 +12%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.78K +161 +4,025%
MIM
133
Macroview Investment Management
Maryland
$8.39K +$8.39K +160 New
PA
134
Parallel Advisors
California
$7.08K -$786 -15 -10%
US Bancorp
135
US Bancorp
Minnesota
$7.02K – – –
EC
136
EntryPoint Capital
New York
$4.61K -$21.1K -402 -82%
CWP
137
Concord Wealth Partners
Virginia
$3.46K +$3.46K +66 New
Simplex Trading
138
Simplex Trading
Illinois
$2K -$1.4K -37 -41%
MRCM
139
M&R Capital Management
New Jersey
$1.97K +$52 +1 +3%
FFA
140
Farther Finance Advisors
California
$1.03K – – –
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$944 – – –
S
142
SignatureFD
Georgia
$891 – – –
Federated Hermes
143
Federated Hermes
Pennsylvania
$734 – – –
SWM
144
Spire Wealth Management
Virginia
$681 – – –
MPWT
145
MassMutual Private Wealth & Trust
Connecticut
$577 – – –
Allspring Global Investments
146
Allspring Global Investments
North Carolina
$262 – – –
AWM
147
Avior Wealth Management
Nebraska
$209 +$209 +4 New
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
– -$513K -9,327 Closed
D.E. Shaw & Co
149
D.E. Shaw & Co
New York
– -$458K -8,330 Closed
CSS
150
Cubist Systematic Strategies
Connecticut
– -$423K -7,690 Closed
3 4 5
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7