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1st Source

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

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

15% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 46

5% more funds holding

Funds holding: 141148 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more call options, than puts

Call options by funds: $89K | Put options by funds: $89K

0.56% less ownership

Funds ownership: 74.84%74.29% (-0.56%)

5% less capital invested

Capital invested by funds: $1B → $952M (-$52.4M)

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
2.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
1
1ST Source Bank
Indiana
$358M -$4.88M -95,137 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$82.7M -$110K -2,151 -0.1%
BlackRock
3
BlackRock
New York
$75.3M -$3M -58,523 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$49.4M -$4.25M -82,931 -8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$45.3M -$4.14M -80,713 -9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$32.3M -$1.05M -20,516 -3%
Charles Schwab
7
Charles Schwab
California
$30.7M +$6.27M +122,313 +26%
State Street
8
State Street
Massachusetts
$29.6M +$1.24M +24,119 +4%
BTW
9
Boston Trust Walden
Massachusetts
$22.9M -$133K -2,595 -0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$20.2M +$806K +15,724 +4%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.9M -$994K -19,399 -6%
RP
12
Reinhart Partners
Wisconsin
$12.4M -$48.2K -941 -0.4%
Northern Trust
13
Northern Trust
Illinois
$8.89M -$1.19M -23,249 -12%
KCM
14
Kennedy Capital Management
Missouri
$8.47M -$1.84M -35,857 -18%
BCM
15
Bridgeway Capital Management
Texas
$8.36M +$287K +5,600 +4%
American Century Companies
16
American Century Companies
Missouri
$8.21M +$2.25M +43,940 +39%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.31M -$136K -2,655 -2%
First Trust Advisors
18
First Trust Advisors
Illinois
$7.31M +$352K +6,873 +5%
Renaissance Technologies
19
Renaissance Technologies
New York
$6.97M -$20.5K -400 -0.3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$6M -$744K -14,508 -11%
Norges Bank
21
Norges Bank
Norway
$5.43M -$309K -6,027 -6%
Goldman Sachs
22
Goldman Sachs
New York
$4.84M +$203K +3,952 +4%
Morgan Stanley
23
Morgan Stanley
New York
$4.42M -$4.75M -92,729 -52%
DIA
24
Dean Investment Associates
Ohio
$4.17M +$166K +3,245 +4%
JP Morgan Chase
25
JP Morgan Chase
New York
$3.91M +$136K +2,656 +4%

SRCE Hedge Fund Activity: Q1 2024 in Review

148 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in 1st Source (SRCE) for Q1 2024, worth a combined $952M — down 5.2% from $1B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SRCE positions and 11 closed out — a net gain of 9 holders — while 53 added to existing stakes and 46 trimmed.

The largest buyer was Charles Schwab, adding an estimated $6.27M. The largest seller was 1ST Source Bank, cutting an estimated $4.88M.

  • 148 institutional investors held 1st Source (SRCE) as of Q1 2024, up from 141 in Q4 2023.
  • Funds reported $952M of 1st Source stock for Q1 2024, down 5.2% quarter-over-quarter.
  • 20 funds opened new 1st Source positions in Q1 2024 and 11 closed out, a net change of +9 holders.
  • The largest 1st Source buyer in Q1 2024 was Charles Schwab, an estimated $6.27M added.
  • The largest 1st Source seller in Q1 2024 was 1ST Source Bank, an estimated $4.88M sold.

Based on aggregated 13F filings for Q1 2024.