Source Capital, Inc. (NYSE:SOR) Short Interest Update

Posted by Brenda Bartman on Aug 13th, 2026

Source Capital, Inc. (NYSE:SOR – Get Free Report) was the target of a large decrease in short interest in July. As of July 31st, there was short interest totaling 861 shares, a decrease of 79.1% from the July 15th total of 4,119 shares. Approximately 0.0% of the shares of the stock are short sold. Based on an average daily volume of 9,459 shares, the short-interest ratio is currently 0.1 days.

Hedge Funds Weigh In On Source Capital

Several hedge funds have recently bought and sold shares of the company. First Trust Advisors LP lifted its stake in Source Capital by 2.0% in the 2nd quarter. First Trust Advisors LP now owns 69,152 shares of the financial services provider’s stock worth $2,999,000 after purchasing an additional 1,353 shares in the last quarter. Raymond James Financial Inc. increased its holdings in shares of Source Capital by 4.9% in the second quarter. Raymond James Financial Inc. now owns 46,000 shares of the financial services provider’s stock worth $1,995,000 after purchasing an additional 2,165 shares during the period. Osaic Holdings Inc. raised its position in shares of Source Capital by 120.1% in the second quarter. Osaic Holdings Inc. now owns 11,811 shares of the financial services provider’s stock worth $512,000 after buying an additional 6,445 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of Source Capital by 30.9% in the third quarter. JPMorgan Chase & Co. now owns 1,724 shares of the financial services provider’s stock worth $78,000 after buying an additional 407 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its stake in Source Capital by 4.3% during the third quarter. NewEdge Advisors LLC now owns 7,334 shares of the financial services provider’s stock valued at $330,000 after buying an additional 300 shares during the period. Hedge funds and other institutional investors own 13.15% of the company’s stock.

Source Capital Stock Down 0.6%

NYSE SOR traded down $0.26 during trading hours on Thursday, hitting $46.61. The company had a trading volume of 6,989 shares, compared to its average volume of 9,817. Source Capital has a 52 week low of $43.61 and a 52 week high of $50.41. The firm has a 50 day simple moving average of $45.81 and a 200 day simple moving average of $46.36.

Source Capital Announces Dividend

The company also recently disclosed a monthly dividend, which will be paid on Monday, November 30th. Stockholders of record on Friday, November 13th will be given a $0.2083 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 5.4%. The ex-dividend date is Friday, November 13th.

About Source Capital

(Get Free Report)

Source Capital Inc is an externally managed specialty finance company that provides flexible financing solutions to U.S. middle-market companies. Structured as a closed-end investment company, it focuses on investing in both debt and equity securities of businesses seeking growth capital, refinancing, acquisitions, recapitalizations and other strategic initiatives.

The company’s investment strategy encompasses senior secured loans, unitranche facilities, second-lien financings, mezzanine debt and equity co-investments.