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1st Source
SRCE

119 hedge funds and large institutions have $764M invested in 1st Source in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more ownership

Funds ownership: 73.03% → 74.04% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $778M → $764M (-$14.7M)

10% less funds holding

Funds holding: 132 → 119 (-13)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

52% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 25

97% less call options, than puts

Call options by funds: $13K | Put options by funds: $453K

Holders
119
Holders Change
-13
Holders Change %
-9.85%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
38
Reduced
44
Closed
25
Calls
$13K
Puts
$453K
Net Calls
-$440K
Net Calls Change
-$52K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.2M
2
RP
Reinhart Partners
Wisconsin
+$3.46M
3
DIA
Dean Investment Associates
Ohio
+$2.55M
4
EF
Empowered Funds
Pennsylvania
+$2.48M
5
LTAS
Linden Thomas Advisory Services
North Carolina
+$1.19M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.33M
2
Ameriprise
Ameriprise
Minnesota
-$2.56M
3
Goldman Sachs
Goldman Sachs
New York
-$1.92M
4
ZIM
Zacks Investment Management
Illinois
-$1.69M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1
1ST Source Bank
Indiana
$310M +$101K +2,344 +0%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$67M -$705K -16,396 -1%
BlackRock
3
BlackRock
New York
$58.7M -$473K -11,008 -0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$41M +$13.2M +306,236 +46%
Vanguard Group
5
Vanguard Group
Pennsylvania
$34.8M +$400K +9,310 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$30.5M -$317K -7,360 -1%
State Street
7
State Street
Massachusetts
$22.2M +$337K +7,829 +1%
Charles Schwab
8
Charles Schwab
California
$18.7M +$703K +16,348 +4%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18M -$435K -10,105 -2%
BTW
10
Boston Trust Walden
Massachusetts
$17.1M +$523K +12,172 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$14.4M +$562K +13,079 +4%
KCM
12
Kennedy Capital Management
Missouri
$10.3M +$1.12M +26,080 +12%
RP
13
Reinhart Partners
Wisconsin
$9.55M +$3.46M +80,373 +36%
Northern Trust
14
Northern Trust
Illinois
$7.87M +$271K +6,297 +3%
Renaissance Technologies
15
Renaissance Technologies
New York
$6.43M +$584K +13,574 +10%
BCM
16
Bridgeway Capital Management
Texas
$5.99M +$85.3K +1,984 +1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$5.73M -$61.8K -1,437 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.43M -$221K -5,132 -4%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$5.2M +$808K +18,800 +18%
Norges Bank
20
Norges Bank
Norway
$4.87M – – –
First Trust Advisors
21
First Trust Advisors
Illinois
$4.29M +$902K +20,971 +26%
Goldman Sachs
22
Goldman Sachs
New York
$3.96M -$1.92M -44,640 -32%
American Century Companies
23
American Century Companies
Missouri
$3.05M +$251K +5,825 +9%
Morgan Stanley
24
Morgan Stanley
New York
$2.94M -$336K -7,802 -10%
DIA
25
Dean Investment Associates
Ohio
$2.48M +$2.55M +59,227 New
1
2 3 4 5

SRCE Hedge Fund Activity: Q2 2023 in Review

119 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q2 2023, worth a combined $764M — down 1.9% from $778M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SRCE and 12 opened new positions — a net loss of 13 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Wellington Management Group, adding an estimated $13.2M. The largest seller was Millennium Management, exiting entirely with an estimated $6.33M sold.

  • 119 institutional investors held 1st Source (SRCE) as of Q2 2023, down from 132 in Q1 2023.
  • Funds reported $764M of 1st Source stock for Q2 2023, down 1.9% quarter-over-quarter.
  • 12 funds opened new 1st Source positions in Q2 2023 and 25 closed out, a net change of -13 holders.
  • The largest 1st Source buyer in Q2 2023 was Wellington Management Group, an estimated $13.2M added.
  • The largest 1st Source seller in Q2 2023 was Millennium Management, an estimated $6.33M sold.

Based on aggregated 13F filings for Q2 2023.