We are live on ! Find out more
CSI

Cutwater Select Income Fund

Delisted

CSI was delisted on the 28th of December, 2016.

32 hedge funds and large institutions have $58.9M invested in Cutwater Select Income Fund in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $61M → $58.9M (-$2.06M)

3% less funds holding

Funds holding: 3332 (-1)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$18.2M -$290K -14,808 -2%
1CP
2
1607 Capital Partners
Virginia
$10.6M +$807K +41,200 +8%
Wells Fargo
3
Wells Fargo
California
$9.34M -$832K -42,474 -8%
SIA
4
Sit Investment Associates
Minnesota
$5.11M -$225K -11,469 -4%
MRCM
5
M&R Capital Management
New Jersey
$3.92M -$5.95K -304 -0.2%
FIMG
6
Financial & Investment Management Group
Michigan
$2.16M -$17.6K -900 -0.8%
Invesco
7
Invesco
Georgia
$1.61M +$62.4K +3,187 +4%
U
8
UBS
Switzerland
$1.6M -$113K -5,774 -7%
WA
9
WealthTrust Axiom
Pennsylvania
$851K
Morgan Stanley
10
Morgan Stanley
New York
$711K +$67.1K +3,426 +11%
GC
11
Guggenheim Capital
Illinois
$702K -$569K -29,044 -45%
LPL Financial
12
LPL Financial
California
$682K +$78.3K +3,999 +13%
SI
13
SII Investments
Wisconsin
$579K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$540K +$35.3K +1,802 +7%
AQR Capital Management
15
AQR Capital Management
Connecticut
$349K -$122K -6,247 -26%
PSI
16
Pinnacle Summer Investments
Virginia
$342K +$339K +17,334 New
PPA
17
Parametric Portfolio Associates
Washington
$238K -$20.6K -1,052 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$220K -$13K -664 -6%
PVWM
19
Point View Wealth Management
New Jersey
$210K +$10.8K +552 +5%
HighTower Advisors
20
HighTower Advisors
Illinois
$207K
Bank of America
21
Bank of America
North Carolina
$161K +$5.03K +257 +3%
EMA
22
Efficient Market Advisors
California
$144K
NFG
23
Next Financial Group
Texas
$79K +$705 +36 +0.9%
Citigroup
24
Citigroup
New York
$62K
WT
25
Whittier Trust
California
$61K

CSI Hedge Fund Activity: Q3 2014 in Review

32 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Cutwater Select Income Fund (CSI) for Q3 2014, worth a combined $58.9M — down 3.4% from $61M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CSI and 1 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 8 added.

The largest buyer was 1607 Capital Partners, adding an estimated $807K. The largest seller was Wells Fargo, cutting an estimated $832K.

  • 32 institutional investors held Cutwater Select Income Fund (CSI) as of Q3 2014, down from 33 in Q2 2014.
  • Funds reported $58.9M of Cutwater Select Income Fund stock for Q3 2014, down 3.4% quarter-over-quarter.
  • 1 fund opened new Cutwater Select Income Fund positions in Q3 2014 and 2 closed out, a net change of -1 holder.
  • The largest Cutwater Select Income Fund buyer in Q3 2014 was 1607 Capital Partners, an estimated $807K added.
  • The largest Cutwater Select Income Fund seller in Q3 2014 was Wells Fargo, an estimated $832K sold.

Based on aggregated 13F filings for Q3 2014.