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1st Source

152 hedge funds and large institutions have $953M invested in 1st Source in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,306% more call options, than puts

Call options by funds: $675K | Put options by funds: $48K

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

19% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 47

3% more funds holding

Funds holding: 148152 (+4)

0% more capital invested

Capital invested by funds: $952M → $953M (+$269K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.74% less ownership

Funds ownership: 74.29%72.54% (-1.7%)

Holders
152
Holders Change
+4
Holders Change %
+2.7%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
56
Reduced
47
Closed
14
Calls
$675K
Puts
$48K
Net Calls
+$627K
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Smartleaf Asset Management
Massachusetts
$24.6K +$3.7K +73 +18%
PMAM
127
Picton Mahoney Asset Management
Ontario, Canada
$22K +$20.6K +407 New
NC
128
nVerses Capital
Florida
$21.4K +$20.3K +400 New
AAP
129
Arax Advisory Partners
Colorado
$18.8K +$17.8K +351 New
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.7K -$962 -19 -6%
QCG
131
Quadrant Capital Group
Ohio
$13.7K +$12.9K +255 New
WTC
132
WhitTier Trust Company
Nevada
$13.3K
AA
133
Addison Advisors
Vermont
$11.8K
Comerica Bank
134
Comerica Bank
Texas
$10.6K +$253 +5 +3%
GI
135
GAMMA Investing
California
$10.6K +$101 +2 +1%
LC
136
Lindbrook Capital
California
$8.53K +$8.05K +159 New
PA
137
Parallel Advisors
California
$7.24K
US Bancorp
138
US Bancorp
Minnesota
$5.9K -$1.22K -24 -18%
CWP
139
Concord Wealth Partners
Virginia
$3.54K
MRCM
140
M&R Capital Management
New Jersey
$2.02K
QL
141
Quarry LP
New York
$1.34K +$1.27K +25 New
FFA
142
Farther Finance Advisors
California
$1.07K
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$965
S
144
SignatureFD
Georgia
$912
SWM
145
Spire Wealth Management
Virginia
$697
Federated Hermes
146
Federated Hermes
Pennsylvania
$643 -$101 -2 -14%
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
$590
RIL
148
Rothschild Investment LLC
Illinois
$536 +$506 +10 New
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$268
BGAI
150
Bruce G. Allen Investments
Colorado
$268 +$253 +5 New

SRCE Hedge Fund Activity: Q2 2024 in Review

152 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q2 2024, worth a combined $953M — up 0.03% from $952M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SRCE positions and 14 closed out — a net gain of 5 holders — while 56 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $8.08M. The largest seller was 1ST Source Bank, cutting an estimated $28.4M.

  • 152 institutional investors held 1st Source (SRCE) as of Q2 2024, up from 148 in Q1 2024.
  • Funds reported $953M of 1st Source stock for Q2 2024, up 0.03% quarter-over-quarter.
  • 19 funds opened new 1st Source positions in Q2 2024 and 14 closed out, a net change of +5 holders.
  • The largest 1st Source buyer in Q2 2024 was BlackRock, an estimated $8.08M added.
  • The largest 1st Source seller in Q2 2024 was 1ST Source Bank, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2024.