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1st Source

141 hedge funds and large institutions have $1B invested in 1st Source in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,080% more call options, than puts

Call options by funds: $918K | Put options by funds: $10K

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more capital invested

Capital invested by funds: $753M → $1B (+$252M)

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

6% more funds holding

Funds holding: 133141 (+8)

2.42% more ownership

Funds ownership: 72.42%74.84% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
52
Reduced
42
Closed
11
Calls
$918K
Puts
$10K
Net Calls
+$908K
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
1
1ST Source Bank
Indiana
$380M -$10.8M -225,957 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$86.8M -$581K -12,109 -0.8%
BlackRock
3
BlackRock
New York
$82.1M +$6.01M +125,363 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$56.3M +$8.75M +182,485 +22%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$52M +$1.9M +39,514 +4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$34.9M -$3.5M -73,009 -10%
State Street
7
State Street
Massachusetts
$29.7M +$1.95M +40,582 +8%
Charles Schwab
8
Charles Schwab
California
$25.5M -$65.7K -1,369 -0.3%
BTW
9
Boston Trust Walden
Massachusetts
$24.1M +$1.06M +22,176 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$20.3M +$689K +14,374 +4%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.7M -$567K -11,825 -4%
RP
12
Reinhart Partners
Wisconsin
$13.1M +$110K +2,300 +1%
KCM
13
Kennedy Capital Management
Missouri
$10.8M -$2.29M -47,664 -19%
Northern Trust
14
Northern Trust
Illinois
$10.6M +$197K +4,101 +2%
Morgan Stanley
15
Morgan Stanley
New York
$9.73M +$5.91M +123,252 +229%
BCM
16
Bridgeway Capital Management
Texas
$8.46M +$295K +6,144 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.81M +$555K +11,576 +9%
Renaissance Technologies
18
Renaissance Technologies
New York
$7.33M -$219K -4,574 -3%
First Trust Advisors
19
First Trust Advisors
Illinois
$7.29M +$243K +5,075 +4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$7.09M -$159K -3,316 -3%
American Century Companies
21
American Century Companies
Missouri
$6.19M +$1.54M +32,082 +40%
Norges Bank
22
Norges Bank
Norway
$6.02M -$312K -6,509 -6%
Goldman Sachs
23
Goldman Sachs
New York
$4.86M +$23.4K +487 +0.6%
Millennium Management
24
Millennium Management
New York
$4.72M +$2.6M +54,123 +170%
DIA
25
Dean Investment Associates
Ohio
$4.19M +$696K +14,513 +24%

SRCE Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q4 2023, worth a combined $1B — up 33% from $753M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SRCE positions and 11 closed out — a net gain of 9 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Vanguard Group, adding an estimated $8.75M. The largest seller was 1ST Source Bank, cutting an estimated $10.8M.

  • 141 institutional investors held 1st Source (SRCE) as of Q4 2023, up from 133 in Q3 2023.
  • Funds reported $1B of 1st Source stock for Q4 2023, up 33% quarter-over-quarter.
  • 20 funds opened new 1st Source positions in Q4 2023 and 11 closed out, a net change of +9 holders.
  • The largest 1st Source buyer in Q4 2023 was Vanguard Group, an estimated $8.75M added.
  • The largest 1st Source seller in Q4 2023 was 1ST Source Bank, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2023.