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CSI

Cutwater Select Income Fund

Delisted

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

34 hedge funds and large institutions have $36.5M invested in Cutwater Select Income Fund in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

10% more funds holding

Funds holding: 3134 (+3)

16% less capital invested

Capital invested by funds: $43.6M → $36.5M (-$7.17M)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$10.1M -$895K -46,259 -8%
SIA
2
Sit Investment Associates
Minnesota
$8.29M +$10.3K +534 +0.1%
MRCM
3
M&R Capital Management
New Jersey
$3.44M -$19.3K -1,000 -0.6%
UBS Group
4
UBS Group
Switzerland
$2.46M +$300K +15,491 +14%
1CP
5
1607 Capital Partners
Virginia
$2.26M -$4.42M -228,581 -67%
Invesco
6
Invesco
Georgia
$2.18M +$297K +15,353 +16%
LPL Financial
7
LPL Financial
California
$972K -$924K -47,753 -49%
WA
8
WealthTrust Axiom
Pennsylvania
$844K
SI
9
SII Investments
Wisconsin
$762K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$664K +$50.3K +2,601 +8%
GC
11
Guggenheim Capital
Illinois
$569K +$201K +10,394 +57%
Morgan Stanley
12
Morgan Stanley
New York
$541K -$2.28K -118 -0.4%
SIA
13
SeaBridge Investment Advisors
New Jersey
$506K +$98.1K +5,070 +25%
NFG
14
Nations Financial Group
Iowa
$395K +$187K +9,657 +94%
SMH
15
Sanders Morris Harris
Texas
$392K
Bank of America
16
Bank of America
North Carolina
$389K +$8.26K +427 +2%
CRC
17
Curi RMB Capital
Illinois
$343K +$335K +17,311 New
CAN
18
Cetera Advisor Networks
California
$218K +$4.74K +245 +2%
GHAM
19
Gilman Hill Asset Management
Connecticut
$208K -$36.3K -1,875 -15%
PVWM
20
Point View Wealth Management
New Jersey
$207K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$166K +$967 +50 +0.6%
ACS
22
Archford Capital Strategies
Illinois
$98K +$95.3K +4,926 New
Citigroup
23
Citigroup
New York
$89K +$28.8K +1,489 +49%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$84K +$35.6K +1,840 +74%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$71K +$38.7K +2,000 +129%

CSI Hedge Fund Activity: Q2 2016 in Review

34 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Cutwater Select Income Fund (CSI) for Q2 2016, worth a combined $36.5M — down 16% from $43.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CSI positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $335K. The largest seller was 1607 Capital Partners, cutting an estimated $4.42M.

  • 34 institutional investors held Cutwater Select Income Fund (CSI) as of Q2 2016, up from 31 in Q1 2016.
  • Funds reported $36.5M of Cutwater Select Income Fund stock for Q2 2016, down 16% quarter-over-quarter.
  • 5 funds opened new Cutwater Select Income Fund positions in Q2 2016 and 2 closed out, a net change of +3 holders.
  • The largest Cutwater Select Income Fund buyer in Q2 2016 was Curi RMB Capital, an estimated $335K added.
  • The largest Cutwater Select Income Fund seller in Q2 2016 was 1607 Capital Partners, an estimated $4.42M sold.

Based on aggregated 13F filings for Q2 2016.