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CSI

Cutwater Select Income Fund

Delisted

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

36 hedge funds and large institutions have $52.1M invested in Cutwater Select Income Fund in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

13% more funds holding

Funds holding: 3236 (+4)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

12% less capital invested

Capital invested by funds: $58.9M → $52.1M (-$6.82M)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$16.3M -$1.56M -79,745 -9%
1CP
2
1607 Capital Partners
Virginia
$8.08M -$2.3M -117,530 -22%
Wells Fargo
3
Wells Fargo
California
$7.77M -$1.39M -70,900 -15%
SIA
4
Sit Investment Associates
Minnesota
$5.25M +$244K +12,464 +5%
MRCM
5
M&R Capital Management
New Jersey
$3.78M -$62.6K -3,200 -2%
Invesco
6
Invesco
Georgia
$1.72M +$139K +7,089 +9%
UBS Group
7
UBS Group
Switzerland
$1.66M +$1.68M +85,958 New
FIMG
8
Financial & Investment Management Group
Michigan
$1.35M -$775K -39,602 -36%
WA
9
WealthTrust Axiom
Pennsylvania
$833K
Morgan Stanley
10
Morgan Stanley
New York
$768K +$73.1K +3,738 +10%
LPL Financial
11
LPL Financial
California
$721K +$43.1K +2,200 +6%
SI
12
SII Investments
Wisconsin
$618K +$57.8K +2,955 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$522K -$7.59K -388 -1%
RVP
14
Relative Value Partners
Illinois
$369K +$373K +19,057 New
GC
15
Guggenheim Capital
Illinois
$365K -$328K -16,742 -47%
PSI
16
Pinnacle Summer Investments
Virginia
$342K
Bank of America
17
Bank of America
North Carolina
$240K +$83.4K +4,264 +52%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$217K +$1.88K +96 +0.9%
LCM
19
Landscape Capital Management
New Jersey
$209K +$211K +10,782 New
PVWM
20
Point View Wealth Management
New Jersey
$206K
HighTower Advisors
21
HighTower Advisors
Illinois
$203K
EMA
22
Efficient Market Advisors
California
$141K
Citigroup
23
Citigroup
New York
$65K +$3.7K +189 +6%
WT
24
Whittier Trust
California
$60K
FHA
25
First Horizon Advisors
Tennessee
$58K

CSI Hedge Fund Activity: Q4 2014 in Review

36 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Cutwater Select Income Fund (CSI) for Q4 2014, worth a combined $52.1M — down 12% from $58.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CSI positions and 3 closed out — a net gain of 5 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Relative Value Partners, opening a new position worth an estimated $373K. The largest seller was 1607 Capital Partners, cutting an estimated $2.3M.

  • 36 institutional investors held Cutwater Select Income Fund (CSI) as of Q4 2014, up from 32 in Q3 2014.
  • Funds reported $52.1M of Cutwater Select Income Fund stock for Q4 2014, down 12% quarter-over-quarter.
  • 8 funds opened new Cutwater Select Income Fund positions in Q4 2014 and 3 closed out, a net change of +5 holders.
  • The largest Cutwater Select Income Fund buyer in Q4 2014 was Relative Value Partners, an estimated $373K added.
  • The largest Cutwater Select Income Fund seller in Q4 2014 was 1607 Capital Partners, an estimated $2.3M sold.

Based on aggregated 13F filings for Q4 2014.