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1st Source

86 hedge funds and large institutions have $417M invested in 1st Source in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

13% more capital invested

Capital invested by funds: $368M → $417M (+$48.9M)

4% more funds holding

Funds holding: 8386 (+3)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
36
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
1
1ST Source Bank
Indiana
$217M -$172K -7,078 -0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$50.3M -$23.1K -947 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.8M +$362K +14,879 +2%
BIT
4
BlackRock Institutional Trust
California
$13.5M +$1.16M +47,618 +9%
BMCMI
5
Bryn Mawr Capital Management Inc
Pennsylvania
$12.4M -$3.12M -127,974 -20%
BFA
6
BlackRock Fund Advisors
California
$10.6M +$1.15M +47,338 +12%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$9.66M -$2.63M -107,859 -21%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$8.64M -$867K -35,591 -9%
State Street
9
State Street
Massachusetts
$7.15M -$323K -13,252 -4%
Northern Trust
10
Northern Trust
Illinois
$5.95M +$51.8K +2,126 +0.9%
Norges Bank
11
Norges Bank
Norway
$5.1M
JP Morgan Chase
12
JP Morgan Chase
New York
$5.07M +$686K +28,166 +16%
LSV Asset Management
13
LSV Asset Management
Illinois
$4.85M +$753K +30,907 +18%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.21M +$312K +12,800 +11%
BCM
15
Bridgeway Capital Management
Texas
$2.87M
Goldman Sachs
16
Goldman Sachs
New York
$2.83M -$156K -6,387 -5%
ITIM
17
Indiana Trust & Investment Management
Indiana
$2.58M +$3.58K +147 +0.1%
RP
18
Reinhart Partners
Wisconsin
$2.44M +$2.42M +99,517 New
GC
19
Guggenheim Capital
Illinois
$2.26M -$7.36K -302 -0.3%
NI
20
Numeric Investors
Massachusetts
$2.02M -$48.2K -1,980 -2%
TCIM
21
TIAA CREF Investment Management
New York
$2M -$94.3K -3,871 -5%
BGIM
22
Brandywine Global Investment Management
Pennsylvania
$1.84M
Charles Schwab
23
Charles Schwab
California
$1.65M +$159K +6,525 +11%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.47M +$55.6K +2,283 +4%
BIM
25
BlackRock Investment Management
Delaware
$1.43M +$6.11K +251 +0.4%

SRCE Hedge Fund Activity: Q3 2013 in Review

86 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q3 2013, worth a combined $417M — up 13% from $368M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SRCE positions and 5 closed out — a net gain of 4 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Reinhart Partners, opening a new position worth an estimated $2.42M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $3.12M.

  • 86 institutional investors held 1st Source (SRCE) as of Q3 2013, up from 83 in Q2 2013.
  • Funds reported $417M of 1st Source stock for Q3 2013, up 13% quarter-over-quarter.
  • 9 funds opened new 1st Source positions in Q3 2013 and 5 closed out, a net change of +4 holders.
  • The largest 1st Source buyer in Q3 2013 was Reinhart Partners, an estimated $2.42M added.
  • The largest 1st Source seller in Q3 2013 was Bryn Mawr Capital Management Inc, an estimated $3.12M sold.

Based on aggregated 13F filings for Q3 2013.